Our Investment Provider
About Webster Private Bank
Webster Private Bank is the wealth management division of Webster Bank, a $25B regional financial institution headquartered in Waterbury, Connecticut. We provide our clients with holistic, integrated services and sophisticated fiduciary, planning, and investment offerings, taking pride in delivering straight-forward, objective advice and attentive service from a single relationship manager.
How we work with clients
Under the strategic guidance of a relationship manager, our local team of financial and investment professionals works closely with each client to ensure their portfolios reflect their specific goals, requirements and preferences. Using our expertise and a wide array of services, we bring every resource and skill to bear on tailoring a plan to each client’s individual needs. Listening is essential to our process, as our clients’ involvement in the decision-making process is essential.
Our Investment Management Services
At the core of our investment management strategy is the dedicated, trusted relationship our financial advisors build with their clients. We strive to understand each client’s core values, not just their risk tolerance. Our goal is not only to deliver strong risk-adjusted returns but to do at an appropriate level of risk to meet objectives. We provide each client with our unconstrained best thinking when it comes to long-term market trends, asset allocation and portfolio implementation designed for your specific needs. And while we strongly believe in the benefits of investing globally, decisions are made locally. This leads to a more personalized approach to implementing investment strategies.
Our Fiduciary Services
Webster Private Bank is an experienced fiduciary and our fiduciary expertise is at the core of our relationships with clients. We apply this experience as a fiduciary and asset manager for all individual trust clients, institutions and non-profits that we work with so as to provide quality services through sound and thoughtful trust management as well as compassionate, caring social service support.
In addition to our Investment Management offerings, Webster Private Bank provides the full range of solutions to help our clients build and maintain financial security, including:
- Private banking
- Comprehensive financial planning, including long-term and short-term horizons
- Risk/return analysis and tax considerations
- Customized investment portfolio design and management
- Retirement planning
- Estate and financial planning
- Banking and tailored lending strategies
- Charitable giving and fiduciary services