Private Banking Investments
As a City National® client, you can count on us to treat your financial and personal goals as our highest priority. Complementing our dedicated private banking team, the experienced professionals at City National Rochdale, our investment advisory organization, offer a holistic, tailored approach to managing your portfolio and helping you achieve your vision.
How it works
One Relationship, Endless Opportunities
At City National, one relationship is all you need to streamline your overall financial plan. Personal or professional, your Private Banker can help align your financial needs into one strategic vision.
Tailored Investment Solutions
Whether you’re building a legacy, building a business, serving your community or making a difference in the world, we aim to stand along your side, supporting your vision every step of the way.
Intelligently personalized, holistic private portfolio management
Direct access and ongoing relationship with a private portfolio manager
Wealth Planning & Trust
Wealth, retirement and estate planning, personal and business trust services
Proprietary research and technology for portfolio analysis and risk management
Strategic Asset Allocation
Customized strategies built around equities, fixed-income, opportunistic income, real assets, and alternative investments
More than 30 years in investment management serving high-net-worth families and institutions
Our investment team members average more than 30 years of professional experience and most of our portfolio managers and investment consultants are Chartered Financial Analysts, bringing deep expertise to more than $40 billion total in assets under management.
Ready to grow your portfolio?
Reach out to your Relationship Manager or enter your information below and we’ll follow up personally.
The securities advisory program is offered through City National Rochdale, an affiliated SEC registered investment advisor.