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Wealth Management


At Butterfield, we take a holistic approach and provide a comprehensive range of Wealth Management services that include customised private banking, investment management, treasury, trust, global custody and lending solutions.

 


   Private Banking

Our private bankers focus on building long-term client relationships. Our priority is to understand your immediate needs and longer-term goals and structure personalized solutions to help you address them.

As a Butterfield private banking client, you will enjoy:

  • access to dedicated relationship managers
  • customised credit solutions
  • investment advice
  • financial planning advice
  • estate planning advice


   Asset Management

Through our Asset Management division, you have access to a wide range of proprietary and third party investment products and professional management services to help you attain your financial goals within your investment time horizon and risk tolerances.

As a Butterfield Asset Management client, you will enjoy:

  • access to discretionary portfolio management services
  • self-directed and full service brokerage solutions


   Trust Services

Butterfield Trust provides fiduciary structures and administrative services to private clients and family offices, as well as international pension plans and mutual funds.

Butterfield Trust clients enjoy access to:

  • trust and company management
  • services for individuals, institutions, charities and family offices


   Custody Services

Directly and through our international network, Butterfield offers global safe custody services to private and institutional clients covering all major markets.

As a Butterfield client, you enjoy access to:

  • safekeeping of assets
  • collection of income

 

 

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Asset Management

We provide a detailed investment process based on your needs

 

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