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Investment Services | Private Wealth Management | Financial Answer Center

	Investment Management

	Retirement & Estate Planning

	Custody Services

	Private Banking

Private Wealth Management


	Sovereign Bank offers Private Wealth Management to meet the individualized needs of those who have accumulated a significant level of assets. We respect this success by providing you with the highest level of planning, attention and advice.

Private Wealth Management services include:

Personal service provided by a Private Wealth Advisor and supported by the entire Sovereign Private Wealth Management staff
Comprehensive wealth management solutions, including retirement and estate planning, personal custody services, and private banking
Outcome-based investment management designed to reach your personal goals and fulfill how your wealth will help sustain all that you value

The Benefit of Our Fiduciary Status
Sovereign Bank's status as a fiduciary is important to you as an investor. As a fiduciary, we are charged with the responsibility to invest money wisely for your benefit. Unlike many investment advisors, we do not have an obligation to any provider that could limit our selection criteria. We can access all the investment products that are right for you when constructing and overseeing the management of your portfolio.

Additional Services
If you are the owner of a business, we also offer Private Wealth Management—Institutional Services.

For detailed information about the additional services Sovereign provides, please call your local Private Wealth Advisor.


	Access Your Accounts


	Next Steps

			Locate a Private Wealth Advisor in your area

			Access your Private Wealth Management account


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