Boston Private Bank & Trust's 2012 Annual Report of Financial Condition


 
 
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About Boston Private Bank & Trust Company  

Being a private banking client isn't what it used to be. Today, people in every walk of life have complex financial needs that deserve the individual attention and expertise Boston Private Bank is known for. Every day, we work with people who are innovating, building, and contributing wherever they are in their careers and their lives. Our clients are business owners, entrepreneurs, nonprofit organizations, couples buying a second home, and families planning a sound financial future. They are people like you.

Boston Private Bank has redefined the private banking experience to mean greater personal service, customized advice, and a trusted financial partnership at every stage of wealth creation.  We offer a full range of private banking and wealth management services including Deposit and Cash Management; Residential Mortgage; Investment Management, Wealth Advisory, and Trust Services; and Commercial Lending.

Headquartered in Boston, today we are one of the most respected private bank and wealth management companies in the country, with 24 offices located throughout New England, Southern California, and the San Francisco Bay Area. 

We are also very committed to the communities in which we live and work, and provide financial solutions for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

Boston Private Bank & Trust Company is a subsidiary of Boston Private Financial Holdings (NASDAQ: BPFH).

 
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  • Deposit & Cash Management

    Take your financial needs, add our deposit and money market instruments and create a unique plan you'll not receive at any other bank. Learn More

  • Residential Mortgage

    Real estate mortgages are much like the relationships we have with our clients — they last for decades. .... Learn More

  • Investment Management

    Our experienced investment management and wealth planning professionals blend proven expertise with thorough market research to help you achieve your financial goals. Learn More

  • Commercial Lending

    Would you like to partner with a banker who listens, understands your business and shares your goals? Our commercial lending professionals do that every day. Learn More

  • Community Investment

    We understand that community investment is good for business and good for the community, so we have made it integral to our business philosophy. Learn More