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Wealth Management Services // Banking

Wealth Management Services


Managing cash and liquidity is a critical element of any Private Banking wealth solution. At New York Private Bank and Trust, your dedicated private banker will discuss with you deposit and credit solutions to meet your liquidity needs. Solutions are custom tailored to suit your specific risk tolerance, time horizon, personal goals and objectives.


New York Private Bank and Trust offers several credit solutions to help you manage your liquidity requirements while keeping your assets fully invested. By leveraging the credit capabilities of our parent company, Emigrant Bank, we are able to offer you a number of customized credit products. These may include:

  • Loans secured by diversified marketable securities
  • Loans secured by illiquid securities
  • Loans secured by specialty assets (i.e. fine art, real estate…)
  • Lines of credit for personal and business use


New York Private Bank and Trust offers checking and savings accounts to our private clients with preferred rates on high balance accounts. Our products include:

  • Personal checking accounts
  • Business checking accounts
  • Chairman’s Account: a savings account with preferred rates for higher balances

FDIC equalhouse

Contact Information


We welcome the opportunity to speak with you. Please call our office or click the link below and send us a note.

New York Private Bank & Trust
6 East 43rd Street
New York, NY 10017
(212) 850-4085

New York Private Bank & Trust
Florida Office
1605 Main Street
Suite 606
Sarasota, FL 34236
(941) 328-1390

New York Private Bank & Trust
Ohio Office
600 Superior Avenue
Suite 1000
Cleveland, OH 44114
(216) 452-5559