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    Boston Private

    Category
    Private Bank
    HQ
    United States of America

    Boston Private is a leading provider of integrated wealth management, trust and banking services to individuals, families, businesses and nonprofits. For more than 30 years, Boston Private has delivered comprehensive advice coupled with deep technical expertise to help clients simplify their lives and achieve their goals. The firm offers the capabilities of larger institutions with the superior service of a boutique, with offices in Boston, New York, San Francisco, Los Angeles and Miami.

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    Company

    Facts about the company

    AuM

    $ 17.1bn

    Founded
    Employees
    • 804
    • See Glassdoor Reviews
    Clients

    Facts about the clients.

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals
    Number

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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