© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.

Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC.

M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.

WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank

Equal Housing Lender. Bank NMLS #381076. Member FDIC.

Investment and Insurance Products • Are NOT Deposits • Are NOT FDIC Insured • Are NOT Insured By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

Investment Management

Your Client Experience

Enjoy excellent personal service that is designed to meet or exceed your expectations from a dedicated relationship manager who will take the time to:

Build a close, trust-based relationship with you and stay in touch regularly
Develop an Investment Policy Statement (IPS) to serve as the blueprint for your individual circumstances and portfolio's objectives
Make portfolio reallocations to reflect tactical adjustments designed to capture short-to-intermediate term opportunities or help manage risks based on our current best thinking
Monitor your portfolio with an aim to track progress on meeting objectives within the defined risk parameters
Meet with you regularly for IPS portfolio reviews and rebalancing to return the asset weightings to their prescribed mix or range

Customized delivery and special attention

A local, highly qualified team will be dedicated to meeting your objectives. It is backed by an integrated, holistic wealth manager with global intelligence. Your relationship manager can connect you to tax, trust, and legal advisors or collaborate closely with your current trusted counsel.

Investment intelligence

Stay in the know with our monthly thought leadership publication, Capital Perspectives, which provides our best thinking on markets and economies and also keeps you in the know about portfolio positioning shifts.

Each year, you will also receive our Capital Markets Forecast which sets out our predictions for the coming year. Our Wilmington Wire blog posts will discuss current economic and market matters and explain how they impact our house view and portfolios.

Meet with one of our investment professionals to learn how our communications and commitment to client service can help you in attaining your goals.

Related Insights

Institutional Perspectives

Our flagship publication delves into our institutional views on current market and economic issues

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