Partnering with Wealth Management

​​​Wealth Management at Bankers Trust focuses on our banking partners, offering a customizable platform for providing a full menu of high quality trust and investment services in partnership with financial institutions that may not have the internal resources to provide these services directly. We can assist our bank partners in providing specific selected services or a full suite of trust services, depending upon their unique needs.

We view each of our client organizations as true strategic partners. The scope and branding of the platform, and the relative roles of Bankers Trust and our partner institution can be tailored to the specific needs of that institution. For the banks we work with, the result is the ability to service the needs of their clients through a trusted service partner and receive an ongoing revenue stream that would otherwise be unavailable.

For more information on partnering with Bankers Trust, contact Chuck Leibold, Senior Managing Director – Wealth Management Services.

Current Financial Partners

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​Hear from our experts through e-newsletters and our other publications.

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Investment Insight Newsletter

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Bankers Trust Annual Report
LEAD Magazine

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.
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