Wealth Management
While the integration of the two banks’ operating systems and branch network was completed on March 21, our Wealth Management organizations will continue to operate separately until later in 2022. We will provide any updates and details well in advance.
Here are a few important things to know:
- There are no changes to your BMT Wealth Management relationship, and you should continue to work with your BMT team as usual.
- The Bryn Mawr Trust name will be retained and become the prominent brand for our combined Wealth Management business, sustaining the long legacy of trust and wealth management services associated with the Bryn Mawr Trust brand.
- We will be adding new expertise in important wealth disciplines such as Family Office, Structured Finance, Agency Services and Corporate Bankruptcy Trust Services. We will expand the capabilities you already enjoy in Wealth Planning, Investment Strategy, Trust & Estate, Philanthropic & Charitable Giving, Cash Management and Tax Strategies. And the greater scale of our combined companies will lead to meaningful new initiatives that can help keep our Clients at the forefront of new opportunities in today’s fast-changing markets.
Investment Products: Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed