Receive the around-the-clock personal attention you deserve from your dedicated private client team.
We know you’re busy. We know your daily demands. We understand that there are only 24-hours in a day to achieve the things you need to do – and that your personal banking and investments needs are more complex.
Charter One Private Bank & Trust can help.
If you’re an individual or institution with $1.5 million investable assets or more, we are committed to providing you the very best service we have to offer.
Your dedicated Client Advisor will handle all of your unique banking and investment needs. We’ll also meet with you regularly to ensure that your current strategy meets your objectives while updating and adjusting your plan as needed.
No matter where you are — China, Brazil, Paris or your own backyard–we can deliver 24/7, one-on-one private wealth management solutions for you including:
You can benefit from highly personalized banking products featuring our best relationship rates. As a Private Bank and Trust customer, you will also have access to exclusive debit cards and checks and receive expedited processing on loans, mortgages and credit card requests.
Investment Management Services
When it comes to investing, we understand that you have unique priorities, needs and risk tolerance. Whether it’s setting up a loan or managing your portfolio, our wealth management services are tailored to you, and your goals.
You’ve worked hard over your lifetime. You’ve successfully grown your wealth. It’s no surprise that you want to make sure your wealth gets to the right people or organizations. Estate Planning can help you ensure that your plans will be fulfilled through Wills, Tax Planning, Power of Attorney and more.
There may come a time when you may have to assign someone else to manage and protect your assets; and safeguard your financial privacy. A trust is the perfect instrument to delegate this responsibility.
You’ve reaped the rewards of your hard work, and now you want to give back. We can help you explore many ways to donate to the causes that are important to you through charitable contributions, permanent legacies and foundations.
For more than 100 years, we’ve helped our clients preserve and grow wealth. As your trusted partner we will leverage our global resources to deliver local, sophisticated wealth management solutions to help you achieve your future dreams.
Ready to get started?
Learn more about our personalized wealth management services and how a Client Advisor from Charter One can handle all of your short and long-term banking and investing goals.
You can also visit a local branch, or we’ll contact you when you fill out the following quick and easy form: