Private Wealth Management
At First Republic, we develop wealth management strategies that take into account our clients’ complete financial picture. We believe in customized solutions rather than a “one size fits all” approach to help you work towards your specific needs.
Services
Investment Management Services
First Republic offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.
Brokerage Services
Our investment consultants are focused solely on the strategies that are best for you. Because we don't have proprietary products, we are able to provide a broad range of brokerage, trading and custody services.
Trust Services
First Republic Trust Company takes a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making.
Relationship Banking
Private Wealth Management
A Dedicated Team of Wealth Managers
Our private wealth management team is dedicated to providing clients with personalized, objective advice.
Firm Overview
($ in billions)
Founded in 1985, First Republic Bank and its subsidiaries provide private banking, private business banking and private wealth management to individuals, families, businesses, nonprofits and foundations. First Republic clients work with a single relationship manager who coordinates a team of lending, deposit, investment management, trust and brokerage professionals. Preferred banking and wealth management offices are located in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland (Ore.), Boston, Greenwich and New York City.
Publicly traded under the stock symbol NYSE: FRC, First Republic is a component of the S&P Total Market Index, the Wilshire 5000 Total Market IndexSM, the Russell 1000®, Russell 3000® and Russell Global indices, and six Dow Jones indices. The Bank exceeds all of the current regulatory guidelines to be well-capitalized and is a member of the Federal Deposit Insurance Corp. (FDIC) and an Equal Housing Lender.
First Republic Investment Management
First Republic Securities Company
First Republic Trust Company
$18.6
$11.2
$5.5
PRIVATE WEALTH MANAGEMENT BIOS
First Republic has an experienced team of wealth management professionals available to serve your needs—whether investment management, brokerage or trust services.
Meet the Entire Team
ARTICLES BY PRIVATE WEALTH MANAGEMENT PROFESSIONALS
Spectrum: Fixed Income, An Important Tool Before and During Inflationary Times
Alan Remedios, Fixed Income Portfolio Manager,
May 16, 2013
Within financial circles, the prevailing view about fixed income is that the bond market’s glory days are numbered. According to conventional wisdom, a rapidly expanding economy brings with it the dreaded kryptonite of inflation to the bond market...
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Spectrum: Incompetency Planning, Taking Control of the Future
Kathy Calcagno, Wealth Advisor,
May 16, 2013
We’re all familiar with that moment when you walk into a room and can’t remember what you were looking for. It’s disorienting, and sometimes downright distressing. Now, imagine that moment lasts longer than just a moment. The Alzheimer’s...
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SERVING YOUR PRIVATE WEALTH MANAGEMENT FINANCIAL NEEDS
Our wealth management professionals strive to understand the many unique financial needs that you may have and provide you with the best solutions possible.
Features
Top officials at publicly traded companies can minimize insider trading risk with a 10b5-1 plan
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401(k) Plan Management
529 Plans
First Republic Securities Company provides account protection through our clearing arrangement with Pershing LLC.
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Active Asset Allocation
Agency discount notes are available through First Republic Securities Company as a short-term investment option
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Alternative Investments
First Republic Securities Company offers Brokerage CDs which allow you to invest amounts up to $50 million
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Brokerage Online
Commercial Paper
Corporate Bonds
First Republic Securities Company can provide guidance on aspects of employee stock option transactions
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Equities
FDIC-Insured Sweep Accounts
Hedging strategies can be used in situations where you have concentrated stock positions and need to diversify your holdings
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Independent Reporting
First Republic Securities Company’s Investment Consultants can help meet your financial needs by offering access to numerous investment options
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Margin loans* can offer an easy way to leverage the assets you already have, with extension of credit based on eligible securities you pledge as collateral to provide funding for your short-term borrowing or investment financing needs.
*Subject to approval
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Money Market Mutual Funds
Municipal Notes/Bonds
Mutual Funds
We can engage the expertise of First Republic investment managers for their objective counsel
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Partnership Philosophy
When selecting stock options for your portfolio, First Republic can take into account your preference for socially responsible investing
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Tax-sensitive management of portfolios includes tax reviews for capital gain/loss optimization
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Treasury Bills/Bonds
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Unless otherwise disclosed, investments through First Republic Investment Management and First Republic Securities Company, LLC are:
NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: 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.