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INVESTMENT PROCESS
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Our expertise in and access to global markets provide you with insights and the broadest range of investment opportunities, which we accompany with the highest level of service.
Voted Best Chief Investment Office in Private Banking at the Professional Wealth Management (PWM) Global Private Banking Awards 2024.*
A Distinctive Approach to Wealth
In our experience, the families who have remained among the world's wealthiest for generations have typically built great investment portfolios that follow a disciplined, long-term plan. We customize a long-term investment plan that addresses your risk and return goals, as well as your other requirements.
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Meet Our Expert
Keith Glenfield leads our Investment Solutions team with a mission to be the highest quality, most independent, research-driven global investments platform of any private bank. Our Global Client Service provides local access to opportunities worldwide, with dedicated Private Bankers and Investment Counselors serving you in each region.
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