Financial Institutions


The Financial Institutions Group understands the unique depository, liquidity and cash management needs of financial services companies. We take a relationship-based approach to provide solutions across all levels of the asset management structure including: Principal/Employee, Management Company, Fund and Asset.

Who Do We Serve?
  • Asset Managers
  • Broker-Dealers
  • Commodity Trading Advisors
  • Family Offices
  • Financial Exchanges
  • Financial Sponsors
  • Fund Administrators
  • Fund of Funds
  • Futures Commission Merchants
  • Hedge Funds
  • Proprietary Trading Firms
What Services Do We Provide?
Capital Markets

Capital Markets1

• Foreign Exchange Spots & Forwards
• Interest Rate Derivatives





• Capital Call Facilities
• Loan Syndications
• Management Company Lines of Credit
• Subscription & Redemption Facilities

Custodial & Escrow

Custodial & Escrow

• Custodial & Safekeeping Services
• Corporate Agency Investment Services
• Deposit Account Control Agreement
• Corporate Agency Investment
• Qualified Custodian Services

Disbursement & Receipts

Disbursement & Receipts

• Commercial Card
• Domestic & International Wire Transfers
• SWIFT (MT103s)

Information Reporting

Information Reporting

• Business NetBanking (Online Banking)
• Current & Prior Day Reporting
• File Transfer Protocol (FTP)
• SWIFT (MT900s, MT910s & MT940s)



• Certificates of Deposit
• Demand Deposit Accounts
• Earnings Credit Rate (ECR)
• Money Market Savings Accounts

Private Wealth

Private Banking2

• Residential Financing
• Partner Lines of Credit

Custodial & Escrow

Retirement Plan Services1

• 401k Services
• Advisory & Custody
• Consulting (401k, Profit Sharing, Pension)

1 – Trust Services, Investment Products, and Capital Market Products are not FDIC insured; not deposits or obligations of, or guaranteed by, The PrivateBank; and are subject to investment risk, including loss of principal.

2 – All loans and other extensions of credit are subject to credit approval.

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