Private banking across Florida, London and Zurich
The Private Bank & Trust Company crestThe Private Bank& Trust Company
Architectural representation of our Florida office location

Private banking · Wealth · Trust

The Private Bank & Trust Company — Private Banking & Wealth

A single relationship team for your banking, investments, credit and trusts — disciplined, discreet and accountable to you alone.

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Our practice

Four disciplines, one relationship

We serve individuals, family enterprises, foundations and privately held businesses. Every client is assigned a banker, a portfolio manager and a trust officer who work from the same balance sheet view of your affairs — so decisions about liquidity, credit, investment and succession are never made in isolation.

Private Banking

Deposit, cash management and concierge banking for individuals and families.

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Business Banking

Treasury, payments and operating credit for closely held companies.

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Investments

Discretionary portfolios built around your mandate, horizon and tax position.

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Trust & Estates

Corporate trustee services, estate settlement and multi-generational planning.

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$4.2B

Assets under administration (as at 30 June 2026)

1:28

Client-to-relationship-manager ratio

112 yrs

Continuous trustee service

The client portal

Your position, always current

Registered clients see consolidated balances, portfolio allocation, trust holdings and recent activity in one secure view. Statements and correspondence stay inside the bank — never in email.

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  • —Consolidated household balances across deposit, investment and trust accounts
  • —Portfolio allocation by asset class with position-level detail
  • —Recent transactions with categorisation
  • —Direct line to your relationship team

Our offices

International perspective, local relationships

Our teams serve clients from Florida, London and Zurich, coordinating banking, investment and fiduciary needs across borders. Images are architectural representations of each office location.