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.
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.
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.
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.
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.
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.
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.