Private Banking: Webster Private Bank

At Webster Financial Advisors, we offer your organization the comprehensive solutions and strategic expertise you need to help achieve all your financial goals—all with one source.

As a successful business or non-profit, you probably depend on a number of separate resources and third party administrators to handle your financial affairs—which most likely causes additional time-consuming management for you, and even worse for your organization, strategic misalignment.

 

At Webster Financial Advisors, we offer a total solution. With a full suite of institutional trust capabilities to integrate your various financial services, we can provide hands-on, expert management of your assets, and ensure sound decisions are made based on your bigger financial objectives.

 

Among our specialty areas is not-for-profits. Managing more than $200 million dollars on behalf of nearly 75 organizations, Webster has developed an extensive array of services and capabilities tailored to meet their unique industry needs.

 

Webster Financial Advisors is a department of Webster Bank, and a leader in financial services as one of the 50 largest financial institutions nationwide. With decades of experience working with institutional and non-profit decision makers, their attorneys, and accountants, our team is dedicated to providing the sophisticated financial strategies and solutions you need to help ensure many prosperous years to come.

 

Webster Financial Advisors Offers You These Services

 

Asset Management
Services to help grow, protect, and preserve your organization’s assets
Please see Tab 'Asset Management'

 

Specialized Lending + Preferred Banking
Customize solutions that meet your specific need for liquidity and security
Please see Tab 'Preferred Banking'

 

Fiduciary Services
For trusts and custody, we provide the hands-on support to protect your best interest
Please see Tab 'Fiduciary Services'

At Webster Financial Advisors, our seasoned investment professionals provide the unbiased advice and sound recommendations that can help you build, protect, and preserve your organization’s assets.

 

By working closely with you to understand your financial goals, as well as your investment and spending policies, we can develop a strategy and customize services to meet your objectives.

 

Concentrated Capital

For our business clients, Webster Financial Advisors offer a unique opportunity for short-term asset management. In this disciplined process, our investment experts customize portfolios made up of “proprietary money funds” that allow you to meet your liquidity needs while maximizing your returns.

 

With liquidity, safety, and yield as main objectives, Webster’s Concentrated Capital can offer you a smart way to make the most of your current assets.

 

401(k)

To help you provide your employees a high-quality retirement plan, we offer a full-serviced 401(k) program powered by Fidelity. By teaming up Webster Financial Advisors’ seasoned retirement specialists with a world-class leader of 401(k) plans, we can offer you and your employees the ultimate retirement plan to meet both your objectives, and those of your employees.

 

At Webster, we understand plan administration is time and resource consuming. Our goal is to simplify and manage the process for you—from educating your employees about investing, and helping you choose, evaluate, and monitor funds and ensure they meet your needs.

 

Pension

As your institutional trustee, Webster Financial Advisors can help you take on all the responsibilities related to your organization’s pensions. We can ensure compliant transactions, safekeeping of assets, accuracy of valuations, and distributions with full state and federal tax reporting.

 

At Webster, we offer fiduciary protection to plan administrators, while providing your employees and retirees the confidence that their pensions and retirement plans are well looked after.

 

ESOP

Webster Financial Advisors is one of the few remaining trust companies to actively offer business owners fiduciary services for ESOP plans. Our expertise and dedicated trust systems allow us to account for ESOP Plans and help you access your company’s liquidity, provide your employees a great retention incentive, and attract new talent.

 

Escrow

Whether transactions are simple or sophisticated, Webster Financial Advisors offers the comprehensive escrow services, as well as the support services, you may need if you’re buying or selling a business. We can provide for a full suite of money funds, mutual funds, or other separate account management of proceeds.

 

Webster also offers the full-trust accounting, sub-accounting, and distribution services not many trust companies provide today.

For successful organizations, credit options can often be complex. With Webster Financial Advisors, you’ll work closely with a specialized team of experts to simplify the process, and customize solutions that meet your specific need for liquidity and security.

 

Webster Financial Advisors Offers You

 

Creative Credit Solutions

Whether you need financing to grow your organization or keep up with demand, we can find or design a solution that works for your overall financial strategy, and also offers investment flexibility.

 

Our broad range of short- and long-term borrowing solutions include:

  • Revolving credit lines secured by liquid assets, like stocks and bonds
  • Business loans for commercial real estate
  • Customized term loans structured to meet your unique needs

 

And because of our size and ability to make decisions locally, we offer the quick response time you need for time-sensitive opportunities.

 

Preferred Banking Services

When you have your investments and lending products linked with your bank accounts, it’s easier to shift resources quickly for better cash flow and liquidity. Here at Webster Financial Advisors, we can set you up with the best accounts to help you streamline your banking processes, as well as make your assets work harder.

 

Choose from products and services like:

  • Real-time online services for all your Webster accounts on Webster Web-Link®
  • Automated Investments via Repurchase Agreements/Sweeps
  • Government-friendly municipal checking accounts
  • Convenient Remote Deposit Capture with Webster Deposit-link®
  • Secure online revenue collection through Webster Payment-link®

When you entrust Webster as your fiduciary, we can provide the hands-on and expert support you need to ensure the right steps are taken to protect you, and the best interests of your business or not-for-profit organization.

 

Webster Financial Advisors Offers You

 

Custody Services

By delegating Webster as your custodian, we’ll assume the complex day-to-day administration of your organization’s portfolio and tend to every detail skillfully and efficiently according to your wishes and objectives.

 

At Webster, our overall goal is to help you maximize cost efficiency while managing risks, and provide you the timely information needed to make smart investment decisions.

 

Our services include:

  • Safekeeping of securities and reporting
  • Collection of interest and dividends
  • Securities notification
  • Settlement of securities transactions
  • Daily cash investment
  • Periodic investment reports and transaction statements

 

Corporate Trust Services

At Webster Financial Advisors, we understand that the direct management and administration related to your organization’s assets can be complicated and time-consuming.

 

By choosing Webster as your trustee, you can rest assured that we will work on your behalf to carry out all the tasks as defined in the trust in accordance to your financial objectives, and with the skill, solid judgment, and the highest integrity you can always rely on.

 

Count on Webster Financial Advisors for:

  • Objective decision-making
  • Continuity in service for full term of trust
  • Confidentiality of sensitive financial information
  • Expert asset management for your financial and non-financial estate
  • Regulatory compliance and reporting
  • Collection and distribution of interest and dividends
  • Safeguarding and custody of trust assets

 

Directed Services

If you want the freedom and full discretion of selecting your own investments, but prefer to delegate the complex day-to-day management, Webster Financial Advisors also offers convenient directed account services.

 

So while you maintain complete control of investment decisions, our skilled trust administrators will work on your behalf to monitor your account, ensure your accounting is accurate, and maximize your cash flow.

 

Take advantage of services such as:

  • Regulatory compliance and reporting
  • Investment supervision
  • Quarterly asset and transaction statements
  • Safekeeping and delivery of assets
  • Presentation of maturities for payment
  • Trade settlement and transaction processing
  • Pricing and account valuation
  • Cash sweep services

Disclaimer

Investment, trust, credit and banking services offered through Webster Financial Advisors, a department of Webster Bank, National Association. Investment products offered by Webster Financial Advisors are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.

 

Webster Financial Advisors is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

 

All credit products are subject to the normal credit approval process.

 

SEI Investments Management Corp. (SIMC) is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). Funds distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company. SEI Investments Management and Webster Financial Advisors are independent entities.

 

Insurance and risk management services offered through a marketing relationship with USI Insurance Services of Connecticut, Inc., a subsidiary of USI Holdings Corporation, which is a portfolio company of Goldman Sachs Capital Partners.

 

Webster Bank, N.A., Member FDIC, Equal Housing Lender

Commercial Solutions
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