Private Banking and Wealth Management

Private Banking and Wealth Management at Cambridge Trust

We’re here because you’re here.
 

At Cambridge Trust, nothing is more important to us than helping our clients build a secure financial future for the lives they’ve worked so hard to achieve. For over 128 years, we’ve been providing private banking and wealth management services with financial acumen, integrity, and accountability to deliver the most important return of all—trust.

We’re committed to understanding every client’s unique financial needs, creating customized solutions to address them, and ensuring every client always receives the personal attention he or she deserves. Wherever you are in your financial lifecycle, if you’re looking for a long-term private banking and wealth management partner who feels as passionately about your success as you do, that’s why we’re here. And why we’ve been able to develop so many rewarding, inter-generational relationships for decades.

In addition to a trusted advisor dedicated to understanding your personal, family and business needs, we offer a full range of private banking and wealth management services from deposit management and residential mortgages to commercial services, financial planning, investment management, and trust. To complement your private banking and wealth management needs, we also offer a sophisticated suite of online banking and mobile banking capabilities to give you the information and support you need, the moment you need it.

 

Start the conversation

Connect with a trusted advisor to learn how we can make a difference for you.

Email Cambridge TrustArrow

Cambridge Trust Company Private Banking

Cambridge Trust

Founded in 1890

$2.0 billion in total assets

$3.1 billion in client assets under management

10 offices in Greater Boston

Wealth Management offices in Massachusetts and New Hampshire

Publicly traded on the NASDAQ Exchange (CATC)