Today we announced Q2 2024 earnings and key results. “We are executing well on our strategic initiatives, and highlight that our Private Bank reached $4.0 billion in deposits and $3.6 billion in assets under management. We continue to be comfortable with our full year guidance and medium-term targets,” said Chairman and CEO Bruce Van Saun. Read the full report here: http://spr.ly/6044iepSO
About us
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
- Website
-
https://www.citizensbank.com/private-banking/overview.aspx
External link for Citizens Private Bank™
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Providence, RI
- Type
- Public Company
- Specialties
- Wealth Management, Business Banking, Personal Banking, Technology & Life Science, Private Equity & Venture Capital, Individuals & Families, Professional Services, Commercial Real Estate, and Nonprofits & Private Foundations
Locations
-
Primary
Providence, RI, US
Employees at Citizens Private Bank™
Updates
-
For the founder and startup community, crafting the perfect elevator pitch to convey the value proposition of your business is essential. Recently, we hosted our inaugural "Perfect Your Pitch" event in Boston. This groundbreaking coaching forum presented startups the opportunity to practice their elevator pitch on seasoned venture capitalists and investors in an actual elevator for feedback and networking. The night's energy was filled with excitement, and it was inspiring to see confidence and connections grow amongst the participants. Thank you to our sponsors, Stavvy, Baker Tilly US, Ramp and Gunderson Dettmer for helping make this event possible. http://spr.ly/6044irPkj
Citizens Private Bank - Perfect Your Pitch Event
-
Cash flow forecasting. Financial analysis. Fraud detection. CFO’s at mid-sized companies are using AI to revolutionize financial operations. Learn how: http://spr.ly/6046iBqDe.
-
Behind every product. Behind every solution. Behind every success story. Citizens Private Bank™ Relationship Managers and the teams that support them are critical in everything we do. We believe that service starts and ends with true partnership — and that’s exactly what they deliver every day. http://spr.ly/60409NXak
-
-
Brendan Coughlin Vice Chairman and Head of Consumer Banking, recently appeared on the Bloomberg Businessweek podcast to share his insights on the future of private banking, our service model, and the growth potential for the enterprise. Listen to the full podcast here: http://spr.ly/6048g0mYY. #PrivateBanking
-
-
Extraordinary service begins and ends with people. And the people at the helm of Citizens Private Bank™ live and breathe extraordinary service every day. http://spr.ly/6046g5MxK #PrivateBanking
-
-
We recently hosted our inaugural CFO #PrivateEquity and #VentureCapital Conference at the Silverado Resort in Napa Valley, California. Citizens Head of Consumer Banking, Brendan Coughlin, shared his excitement around our commitment to banking in the Private Equity and Venture Capital space, as we continue to build a world-class private bank. Colleagues and clients were able to come together for educational content, networking activities, fine dining and glean insights from our leaders and industry professionals. The event was led by Michael Franks, Julie Schneider, Brady Harter, Mae Salas, Carolyn Carranza, Maria Menard and many others. Thank you to our Steering Committee and sponsors Alliant Insurance Services, Beyer & Kelley LLC, Cooley LLP, PwC, S&P Global and Woodruff Sawyer who contributed to its success.
-
We are dedicated to providing unparalleled service to all of our clients. Their trust in us is the highest compliment. We remain committed to exceeding their expectations throughout the life of their business. http://spr.ly/60455QCUW
-
-
Chairman and CEO Bruce Van Saun appeared on Bloomberg Markets, engaging in insightful conversation on the strides we’re making private banking landscape. He shares, “We have teams now in Boston, New York, Florida, and three teams in California, and they’re off to a great start. They’re getting a lot of receptivity from previous clients who value the service and offerings and advice they get from those bankers. And we also have our own ability to attract new customers.” Watch the full interview here: http://spr.ly/60485dSor #PrivateBanking
-
-
Citizens Private Bank™ heralds a new high-water mark for service-led banking. At our Boston grand opening, Brendan Coughlin, Vice Chair, Head of Consumer Banking, took a moment to address the significance of this achievement. Watch now. http://spr.ly/6047ehWdP
Brendan Coughlin, Vice Chair, Head of Consumer Banking: Building a Preeminent Private Bank