2006 Annual Report
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Full Service Private Banking and Wealth Management
Page 26 of 42
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First Republic has a unique model for wealth management: It is based on the seamless integration of activities, with a dedicated Relationship Manager "quarterbacking" every part of the relationship. No silos. No bureaucracy. We just know that clients prefer simplicity and the easy transfer of knowledge and have built our Wealth Management service in that spirit. Thoughtful counsel, timely information, personalized solutions, quick responses—they are all part of the First Republic approach to financial management.

Private Banking

At First Republic, a Relationship Manager works directly with each of our clients and directs a seamless flow of activities within the Bank. This Relationship Manager provides direct access to any bank function and coordinates communications and information. Relationship Managers at First Republic do just that: build long term rewarding relationships with our clients.

A Distinctive Brand of Private Banking:
  • We have an "advise" not "sell" culture. Clients come first, not products.
  • We offer full service banking on both coasts, including free Online Banking, free Bill Pay and free access to over 800,000 ATMs around the world. (We even rebate access fees charged by other banks whenever our clients use their ATMs.)
  • We keep financial safety and privacy at the forefront.
  • We believe in frequent, personal contact. Our bankers get to know our clients and are easy to reach.
  • Our primary source of new clients is referrals from satisfied existing clients.

private business banking

We provide the same personalized, professional, and highly-responsive service to the business community as we do to personal banking clients. That's why we call it Private Business Banking.

Specialized Services offered for:
  • Accounting Firms
  • Architecture and Design
  • Art and Antique Dealers
  • Business Management Firms
  • Business Partnerships
  • Entertainment / Media
  • Family Offices
  • Financial Services
  • Hedge Funds
  • Independent Schools
  • Investment Firms
  • Law Firms
  • Medical Firms
  • Non-Profit Organizations
  • Private Equity Funds / Firms
  • Property Management Firms
  • Venture Capital Funds / Firms
  • Wineries

Private wealth management*

Based on an Open Architecture model, First Republic Private Wealth Management enables a seamless interplay of internal and external investment options.

Wealth Management Services include:
  • Asset Allocation
  • Trust Administration,
    Custody, Asset Management
  • Complete Brokerage Service**
  • Private Placements
  • Fixed Income Management
  • Financial and Estate Planning
  • Alternative Investments
  • Socially Responsible Investing
  • Multi-cap Equity Management

*Investment products and services are not securities, deposits or obligations of, or insured, guaranteed or endorsed by any bank, Federal Deposit Insurance Corporation, the Federal Reserve Board, or any other agency, entity or person. The purchase of securities involves investment risks including the possible loss of principal.

**Brokerage services are offered through First Republic Securities, Co., LLC, Member FINRA/SIPC, a wholly owned subsidiary of First Republic Bank.
 
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