$2 billion
in assets
$9 billion
in custody and investment assets under management
18 years
of making a difference
Investor Relations
We’re the bank for people who care what their money does in the world. When you deposit your money at Wealth Investment Trust Bank, it supports sustainable organizations, progressive causes and social justice. We’re net-zero and powered by 100% renewable energy, and we’re committed to environmental and social responsibility. As America’s largest Corp bank and a member of the Global Banking on Values, we have a long, proud history of providing affordable access to the banking system, supporting immigrants and affordable housing and being a champion of workers’ rights. At Wealth Investment Trust Bank, we’re helping those who do good, do better.
Why Wealth Investment Trust Bank
Banking on your time
Managing your money just got easier with 24/7 access.
Start Them Young
Together, let’s help them save and build good financial habits.
Take Charge of your Finances.
Enrich your life and reach your financial goals. We can help you get there.
Our Investment Banking teams deliver high-quality strategic advice and creative financing solutions to our clients, including mergers and acquisitions, financing, and risk management transactions.
We pride ourselves in our resourcefulness and work on a variety of initiatives. On any given day, our work could include advising a company on a cross-border merger, structuring the initial public offering of a subsidiary, refinancing an outstanding bond and more.
As a division, our strategic objectives include:
To be the world’s preeminent investment bank – trusted advisor, financier and risk manager for our clients on their most important transactions
Build long-term relationships with clients and bring them world-class execution by “delivering the firm” over time
Drive superior returns for our stakeholders
Be the employer of choice for all career levels by providing a highly dynamic, meritocratic, diverse and rewarding workplace
Private Banking & Wealth Management
Approach
With its open architecture platform and its exceptional international network of partners, the Private Banking & Wealth Management team at Wealth Investment Trust Bank offers shareholders and clients an unrivalled expertise in a wide range of products and services to grow, manage and protect their wealth and assets.
As part of the first Private Banking & Wealth Management business is uniquely positioned to exclusively cater to the banking needs of its elite clients and their businesses, while offering access to unique investment opportunities and innovative financial solutions.
Leveraging its in-house and international breadth of investment solutions across asset classes,Wealth Investment Trust Bank opts for a client-centric approach whereby the investment advice is personalized to the financial goals and risk profile of the clients. Bespoke compliant solutions are tailored to the functional needs and wants of clients enabling them to both create and preserve wealth from their private business and assets.
Team
Wealth Investment Trust Bank’s elite clientele has access to a team of specialists, trained in the most renowned international and regional banks, whose expertise is at the heart of client servicing.
Based in the Wealth Investment Trust Bank’s Private Banking Lounge , the team endeavors to offer its clients individual attention and dedicated service while maintaining utmost confidentiality, professionalism and responsibility.
A dedicated Ladies’ Private Banking section with highly qualified and experienced female relationship managers is available to ensure High-Net-Worth ladies’ needs are properly addressed in total comfort and discretion.
International Reach
Wealth Investment Trust Bank’s Private Banking & Wealth Management business line is supported by a best-in-class network of international partners located in major international financial centers. These partnerships allow for great flexibility and reach for Wealth Investment Trust Bank’s clients.
Experience
With the Wealth Investment Trust Bank Private Banking & Wealth Management team, the ultimate experience of luxury and service excellence comes standard. Clients are provided with the most exclusive glamourous lifestyle services including access to Wealth Investment Trust Bank’s Private Banking.
Products & Services
Wealth Investment Trust Bank and its international network of partners co-operate to offer the bank’s clients expertise in a full range of services to grow, manage and protect family wealth and assets. These include:
- Dealing & Treasury
Wealth Investment Trust Bank provides its clients with a comprehensive treasury service to handle all their banking and investment administration, including cash management, deal execution. - Investment Management
Drawing upon its extensive resources and expertise, the Bank invests on a discretionary or advisory basis across the full range of asset classes. Wealth Investment Trust Bank always adapts its investment approach to the benefit of the client. - Alternative Investments
Using its network of contacts and partners as well as its in-house alternative investments expertise that focuses on private equity and real estate; Wealth Investment Trust Bank maintains access to attractive investment opportunities. The bank has a local, regional and international outreach, and provides its clients tailored investment solutions.
Invest in Your Financial Future with the Right Investment Options
Not everyone can be a financial expert. If you’re just starting, it can be difficult to evaluate your financial goals and determine the account options you’ll need. It probably doesn’t make sense for you to set $25,000 aside in a new checking account, for example, but that could happen if you aren’t aware of better options.
That’s where Wealth Investment Trust Bank experts step in and ask about your financial objectives. Getting an in-depth understanding when starting your first bank account is key to financial security. Because you might not know what questions to ask before opening your bank account, we’ll help guide that conversation and determine the best way to reach your individual goals. Once you open an account, we’ll continue to review it with you and help you organize your money as it grows.
“Wealth Investment Trust Bank,,” Wealth Investment Trust Bank,” the Wealth Investment Trust Bank logo and the Symbol are trademarks of Wealth Investment Trust Bank, N.A. is a wholly-owned subsidiary of Wealth Investment Trust Bank & Co.
Investing involves market risk, including possible loss of principal, and there guarantee that investment objectives will be achieved.
Wealth Investment Trust Bank Wealth Management is a business of Wealth Investment Trust Bank & Co., which offers investment products and services through Securities LLC (WTBMS), a registered broker-dealer and investment advisor, member FINRA(Opens Overlay) and SIPC(Opens Overlay). Annuities are made available through Wealth Investment Trust Bank Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Wealth Investment Trust Bank Insurance Agency Services, Inc. Certain custody and other services are provided by Wealth Investment Trust Bank , N.A. (WTBMCB). WTBMS, CIA and WMCB are affiliated companies under the common control of Wealth Investment Trust Bank & Co. Products not available in all states.
"Wealth Investment Trust Bank Private Client" is the brand name for a banking and investment product and service offering.
Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by Wealth Investment Trust Bank, N.A. Member FDIC.