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.
First Republic offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.
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.
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.
Private Wealth Management
A Dedicated Team of Wealth Managers
Our private wealth management team is dedicated to providing clients with personalized, objective advice.
($ 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
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: Panorama: Investor Sentiment Cycle, A Modern-Day Roller-Coaster Ride
Michelle Watson, Chief Investment Officer, First Republic Investment Management, February 13, 2014
At the beginning of each year, we formally discuss economic and investment themes in our Quarterly Viewpoint. In this edition of Spectrum, we wanted to expand on one of those themes: the Investor Sentiment Cycle. See More
Spectrum: Accentuating the Positives, The Often Overlooked Advantages of Life Insurance
Kathryn Harrison, CFP®, CPA (inactive), Managing Director, Wingspan Insurance Group, LLC, February 13, 2014
Stocks, bonds and hedge funds typically are the focus of investment portfolios for affluent families and their advisors. Their appeal is supported by media attention, daily valuations and a drive to maximize performance. See More
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.
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.