Private Banking Investments

INTELLIGENTLY PERSONAL

Customized investment management from City National®.

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

We take a comprehensive view.

Our investment team looks at your entire financial picture to shape an intelligently personalized portfolio to support your long-term goals.

We bring dedicated expertise.

Enjoy direct access to a private portfolio manager backed by a committed team including CFA® professionals with decades of financial experience and industry knowledge.

We use advanced tools to manage your investments.

Our proprietary research, macroeconomic analysis, insightful asset allocation and favorable tax-efficient management can position your portfolio for growth while guarding against downside risks.

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.

Managed Accounts

Managed Accounts

Intelligently personalized, holistic private portfolio management

Active Management

Active Management

Direct access and ongoing relationship with a private portfolio manager

Plant growing from money

Wealth Planning & Trust

Wealth, retirement and estate planning, personal and business trust services

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Innovative Solutions

Proprietary research and technology for portfolio analysis and risk management

Strategic Insights

Strategic Asset Allocation

Customized strategies built around equities, fixed-income, opportunistic income, real assets, and alternative investments

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Experience

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.

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The securities advisory program is offered through City National Rochdale, an affiliated SEC registered investment advisor.

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