Wealth and Investment Services

At People's United Bank Wealth Management, we offer a comprehensive and team-based approach to managing wealth.  Our advice-driven process, combined with the strength of our people, positions us as a unique resource in today's competitive marketplace.  Following are some of the reasons why affluent individuals and institutional clients across New England choose People's United Bank as their wealth management provider.

Comprehensive Approach
We take a comprehensive, holistic approach to your finances.  We help you coordinate all aspects of your individual financial situation, and strive to become a financial partner for the long term.

Planning Focus
We work with you to develop a formalized, comprehensive financial plan that helps you achieve your objectives.  We go beyond just bringing products – what we provide are solutions to financial needs.

Expert People
Our people are expert and professional, with many years of industry experience.  We work within dedicated client teams, allowing you to draw on our combined expertise.  We hold ourselves accountable for exceeding your expectations. 

Objectivity
Unlike many of our competitors, we offer impartial advice designed to meet your needs.  We have a long fiduciary history and we consistently hold ourselves to this higher standard.  We provide unbiased advice that is in the best interest of our clients.

Investment Depth
We have over 80 years of experience successfully managing money for our clients.  Our investment process is firmly rooted in the premise of strategic asset allocation and tactical diversification.  What sets us apart is the rigor and discipline of our process, coupled with the expertise of the people behind that process.

Local Presence, Global Resources
 We have a strong history of doing the right thing for clients and our communities.  People's United Bank is the largest regional banking organization headquartered in New England with over $20 billion in combined assets.  We have more than 300 branches in Connecticut, Maine, Massachusetts, New Hampshire, Vermont, and Westchester County, New York.  Our Wealth Management division has $16.8 billion in total assets under administration.  We are just the right size to provide considerable expertise and specialized knowledge, while still providing local service and attention to each of our customers.

Scope
We serve our clients' multiple financial needs in one place.  In addition to investment management and other wealth management services, we offer consumer banking services as well, and for our clients who are business owners or executives, we have a strong commercial banking offering, including business services.

Thank you for putting your confidence in People's United Bank Wealth Management.  For more information, please contact your Wealth Management Officer or call our nearest office.

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Disclaimer


Investment Products and Assets held in a fiduciary account are not deposits, or other obligations, are not guaranteed by People’s United Bank, N.A., are not insured by the FDIC, by any other government agency, or by People’s United Bank, N.A., or any of its affiliates, and may lose value.

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