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SVB Wealth LLC

EST. AUM
$4,983,411,995

CONTACTS
8

CLIENT ACCOUNTS
3,739

Firm Details

Metro area Boston
CRD Number 172832
Website firstcitizens.com
Client types

Overview

Boston Private Bank & Trust Company is a fast-growing and acquisitive RIA. Though they have their own proprietary products in-house, Boston Private has a broad platform of external managers. They are beginning to segment their team into private and public asset class coverage after historically maintaining a generalist structure. The important thing to known when approaching Boston Private is that the research team places great emphasis on where a product will "fit" into their portfolios. They will be interested in knowing how other allocators use your strategy. Model-Delivery is a tool they will use for their clients and costs are going to be a part of every conversation. On the alternatives side, Boston Trust does like interval structures and likes to less liquid strategies. ESG is of growing importance and they are approaching it on a case-by-case basis as opposed to a broad ESG model. As of March 2021, Yield, ESG, and Value are topics of interest. SVB (Silicon Valley Bank) has completed the acquisition of Boston Private in 2022 SVB Private Wealth RIA division (formerly Boston Private) with $ 5.9 B AUM has been purchased by First Citizens Bank based in Raleigh, NC. Prior to the acquisition First Citizens had $1.6 B AUM and runs a dual-registered RIA and BD under the name "First Citizens Investor Services"

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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