U.S. TRUST

U.S. Trust is a private bank serving the needs of high net worth and ultra high net worth individuals and families by providing comprehensive wealth management products and services focused on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial manaement tools, liquidity services, custom credit, real estate finance). ... At U.S. Trust, they have a long and rich history of helping clients achieve their own unique objectives. Since 1853, they've been committed to listening, building long-term relationships, and helping individuals and their families realize the opportunities they create for themselves, their children, businesses, communities and future generations.
U.S. TRUST
Industry:
Financial Services
Founded:
1853-01-01
Status:
Active
Technology used in webpage:
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Current Employees Featured
Molly Sargent Sargent Client-facing Effectiveness Skills: Sales Trainer | Consultant @ U.S. Trust
Client-facing Effectiveness Skills: Sales Trainer | Consultant
2011-01-01
Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2024-02-14 | Architect | U.S. Trust investment in Series A - Architect | 12 M USD |
2004-11-08 | Core Security | U.S. Trust investment in Venture Round - Core Security | 5 M USD |
2004-04-07 | Archemix | U.S. Trust investment in Series B - Archemix | 50 M USD |
2002-08-15 | Archemix | U.S. Trust investment in Series A - Archemix | 51.75 M USD |
2002-05-01 | Pilot Software, Inc. | U.S. Trust investment in Series A - Pilot Software, Inc. | 6 M USD |
2002-02-11 | Virtual Silicon Technology | U.S. Trust investment in Series C - Virtual Silicon Technology | 20 M USD |
2001-01-18 | MarketFirst | U.S. Trust investment in Venture Round - MarketFirst | 22 M USD |
2000-11-28 | Core Security | U.S. Trust investment in Series B - Core Security | 13.2 M USD |
2000-10-18 | PowerSmart | U.S. Trust investment in Private Equity Round - PowerSmart | N/A |
2000-06-15 | Epod | U.S. Trust investment in Series B - Epod | 18 M USD |
More informations about "U.S. Trust"
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Schwab inks $2.7B acquisition of U.S. Trust - Jan. 13, 2000 - CNN …
Jan 13, 2000 Charles Schwab Corp. agreed Thursday to acquire U.S. Trust, one of the nation's leading wealth management firms, for $2.7 billion in stock, accelerating Schwab's transition …See details»
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U.S. Trust Insights on Wealth and Worth® Detailed Findings
Jul 20, 2018 The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to …See details»
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US Trust Wins Three OCIO Mandates | Chief Investment Officer
Three nonprofit organizations have chosen US Trust, Bank of America Corporation, as their outsourced-CIO (OCIO). ... According to CIO ’s annual outsourced-CIO survey, US Trust had …See details»