At Bankers Trust, Wealth Management is not just about products, but an approach to assisting our clients find solutions through comprehensive financial planning, sound advice and sophisticated solutions.

Bankers Trust is here to support you as you grow, preserve and transfer your wealth. When it comes to managing the wealth you’ve worked hard to earn, there are a few necessities for any partnership: trust and relationships. We build strong, long-lasting relationships with our clients, understand that you have unique, and often more sophisticated financial needs. Our experienced teams take the time to get to know you and understand your goals, aspirations and concerns so we can deliver tailored solutions to help you reach them.

Explore Our Wealth Management Solutions

Our teams have the expertise and solutions to partner with you for years to come. Learn more about how we can serve the long-term needs of your family, business or institution.

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At Bankers Trust, the Private Client Services team customizes every relationship based on individual needs and goals. Our team has the expertise to discover creative solutions that help each unique client grow, preserve and transfer their wealth. Whether through financial planning, investment management or fiduciary services, we can provide comprehensive wealth management services to help our clients achieve their financial dreams.

— Abbie Schurman, VP, Managing Director, Private Client Services