Private Banking

Private Bank Market Update September 2015

"Some say the upcoming rate hike by the Fed is a t[. . .]

Read More

Here’s how to take advantage of it.

The new enhancements we've made to the Private Bank website and statements are designed to make it easier for you to track and manage your investments. The documents below will help you make the most of these improvements.

Statement and Website Guide – Shows you what the revised website pages and statements look like and the information they include. Step-by-step instructions to sign up for statement eDelivery is also provided.

FAQs – Includes answers to commonly asked questions about upgraded website capabilities, information display, navigation, and more.

If you'd like more information, please contact your Private Bank Relationship Manager or email pbinfo@websterbank.com.

Read about Webster Private Bank in the News.

Date Title Featuring Source
July 2017 John Driscoll named Regional Market Executive in Hartford and New Haven John Driscoll Hartford Business Journal - Hartford, CT
July 2017 Daniel Montanaro joins Webster Private Bank in Greenwich Daniel Montanaro Webster Bank
January 2017 Cox, Perry Named 5 Star Wealth Managers Joe Cox and Chris Perry Wilton Bulletin - Wilton, CT
January 2017 Business Briefs Joe Cox and Chris Perry Register Citizen
September 2016 Wilton Bulletin Showcases Webster Wealth Advisor Christopher Perry Wilton Bulletin, Wilton, CT
September 2016 2 Webster Private Bankers Promoted Robert Maglio and Madorie O’Hara Webster Bank
June 2016 Webster Private Banker Honored for Providing More than Shelter to Homeless John Jezowski Webster Bank
May 2016 Webster Private Bank and Goodspeed Perform Musical Merger Tim Throckmorton Webster Bank
April 2016 Until Wealth Do Us Part Joe Cox Fairfield County Business Journal - White Plains, NY
February 2016 Business Lunch: is RI the worst place to retire? Rogean Makowski NBC 10 - Providence, RI
February 2016 5 Factors for Retirees to Consider for Their Investments Joe Cox U.S. News and World Report - Washington, D.C.
January 2016 Cox, Perry named Five Star Wealth managers Joe Cox, Chris Perry Wilton Bulletin - Wilton, CT
December 2015 Five Questions with Rogean Makowski Rogean Makowski Providence Business News - Providence, RI
November 2015 In the Easy Chair with Rogean Makowski Rogean Makowski Westerly Sun - Westerly, RI
August 2015 Bankers Go to Broadway for a Day at Goodspeed Tim Throckmorton FOX 61 - Hartford, CT
July 2015 Webster Private Bank Launches in Boston Chris O'Connell Boston Globe - Boston, MA
April 2015 Webster Advisor Named to Top 400 by Financial Times Joe Cox Stamford Patch - Stamford, CT

Private Bank Market Update - August 2015

"Cautious not bearish" is how investors should rea[. . .]

Read More

Private Bank Market Update - July 2015

How have the major asset classes been performing s[. . .]

Read More

Private Banking Insights is the monthly newsletter of Webster Private Bank providing strategic financial market information with ideas and tactics for smart decision-making.

Date Title PDF
February 2018 February's Current Market Correction Read
Winter 2018 The New Tax Environment in 2018 Read
January 2018 "The Hand-Off": 2018 Client Outlook and Positioning Read
December 2017 FOMO Read
November 2017 Safe and Sound Read
Fall 2017 The incredible shrinking stock market Read
October 2017 Winning, By Not Losing Read
October 2017 Third Quarter Report Card Read
September 2017 Sound and Fury Read
August 2017 Climbing the Wall of Worry Read
July 2017 Halftime Report Read
June 2017 Despite the Negative Covfefe Read
May 2017 Who Will Steward My Wealth? Read
May 2017 Earnings Spring Forth Read
April 2017 Trumped Up Markets? Read
March 2017 Onward and Upward Read
February 2017 Expect the Unexpected Read
December 2016 Election Connections Read
November 2016 Politics, Presidents and Policy Read
October 2016 Oh, Say Can You See Read
August 2016 What difference at this point does it make? Read
June 2016 Brexit Reality Read
June 2016 Is the World Addicted to Cheap Money? Read
May 2016 Overseas Hot Spots Read
April 2016 When Doves Cry Read
March 2016 The Revenant, The Walking Dead and the Best New TV Show Read
February 2016 What the World Needs Now Read
January 2016 We Are in a Bear Market Read
December 2015 The Long and Short of Investment Management at Webster Private Bank Read
November 2015 Portfolio Rebalancing Versus Market Timing Read
October 2015 Summer Doldrums?! Read
September 2015 Not All Fed Tightening Cycles are Created Equal Read
August 2015 Are We There Yet? Read
August 2015 Market Corrections & Amplifications Read
July 2015 Performance Update - Major Asset Classes Read
June 2015 Expectations Management Read
May 2015 The Final Countdown Read
April 2015 Slowing Economy, Soaring Stock Prices Read
March 2015 Sub-Zero Read
March 2015 Hexakosioihexekontahexaphobia Read
January 2015 State of the Union Read
December 2014 Crude Oil Prices Tank Read
October 2014 A sea-change or a highly anticipated first step towards "normalization" Read
October 2014 Private Banking Insights Read
June 2014 ECB Bold Policy Moves Read
June 2014 Private Banking Insights Read
May 2014 Private Banking Insights Read
April 2014 Understanding Your Fiduciary Responsibilities: An ERISA Primer Read
April 2014 Family Foundations: Building a Rich Philanthropic Legacy Read
April 2014 Investing Responsibly: Aligning Your Money With Your Values Read
April 2014 Is Increased Inflation on the Horizon? Read
April 2014 Options for Inherited Assets From an Employer-Sponsored Retirement Plan Read
February 2014 Private Banking Insights Read
January 2014 Party Like it's 1999 Read
  1. Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank 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 Private Bank 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) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

Private Bank Market Commentary - June 2015

For years, investors have sought the safety of hea[. . .]

Read More

Private Bank Market Update - May 2015

The risk of Greece defaulting on its debt and exit[. . .]

Read More

Taking the Bus to Full Employment

The April unemployment rate was 5.4 percent and, n[. . .]

Read More

Have a Private Banker Contact Me

Investment, trust, credit and banking services offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank 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 Private Bank 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) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

Pages

Subscribe to RSS - Private Banking