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First Republic Private Wealth Management
First Republic Private Wealth Management is a team of dedicated wealth management professionals working together to meet the investment management, brokerage, and trust needs of First Republic clients.
As of December 31, 2011 First Republic Private Wealth Management had
$20.4 billion of wealth management assets under management or administration:
- First Republic Investment Management: $7.9 billion
- First Republic Securities Company: $7.8 billion
- First Republic Trust Company: $4.6 billion
Our wealth management professionals are based in our core markets and serve individuals, families, foundations, endowments, non-profits and other institutions across the country.
Every Private Wealth Management client receives a customized solution that is created for their specific needs.
Our professionals deliver the following to our clients:
- Extraordinary service. We believe in consistent and timely client communication to address our client's wealth management needs. Our wealth management professionals and their client service teams provide a collaborative investment relationship that is an extension of the client's banking relationship.
- Unbiased perspective. We are an independent private bank that does not generate income from investment banking or research. We do not take fees from outside managers or have interests in other firms or managers that create a possible or perceived conflict of interest. Because we are independent, we can be completely objective when we serve our clients.
| Unless otherwise disclosed, investments through First Republic Investment Management and First Republic Securities Company, LLC are: | ||
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| NOT FDIC-INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
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| Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. |
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