Founded in 1931 to better serve the needs of wealthy individuals and families amidst the financial crisis of the time, Fiduciary Trust is still doing that today—stronger than ever.
World-Class Wealth Management
We believe that our conservative, transparent and client-centric approach is well-suited to any market cycle, but is particularly appropriate in the current environment. Perhaps that’s one reason we have a 98% client retention rate and why more clients chose to join Fiduciary Trust last year than in any year in our history.
With world-class capabilities in investment management, trust and estate services, custody and private banking, we have the expertise to meet the requirements of the most sophisticated clients and their advisors, and can help assure that their families’ needs will be met long into the future.
Our Unique Approach
We believe that direct access to a dedicated portfolio manager is the key to serving clients well. Therefore, a Fiduciary Trust portfolio manager is the primary contact for each client, and every client’s portfolio is individually managed in a customized separate account. Our portfolio managers work with only a select number of clients to assure you receive the most personalized attention.
To ensure a high level of personalized service to each client, our minimum investment for new relationships is generally $5 million.
Long-Term Expertise
Fiduciary Trust and our clients have enjoyed a high level of continuity among our 31 individual portfolio managers, whose average tenure with the company exceeds 14 years and financial careers average 26 years. Members of our executive management team average 16 years with the company and 29 years as financial professionals.
Global Presence
Our well-established global presence allows us to offer cross-border estate planning to multinational family clients. We provide a context for their financial affairs and execute strategic plans for maximizing the accumulation and transfer of wealth to their heirs. We regularly work with families from Europe, Asia, the Middle East and Latin America
A Member of the Franklin Templeton Investments Family of Companies
Fiduciary Trust Company International is a subsidiary of Franklin Resources, Inc., a global investment management organization known as Franklin Templeton Investments, which offers investment solutions under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust and Darby Overseas names.
Our clients benefit from the technological and operational advantages and strength of a global organization combined with highly personalized service and customization offered by a boutique firm.
To set up an appointment or to learn more about Fiduciary Trust, please contact J. Chisholm Lyons in our New York headquarters at (866) 624-3834 or c.lyons@ftci.com. You may also complete the information below and we will respond to you as soon as possible.
Fiduciary Trust's new capabilities brochure provides you with a comprehesive overview of our breadth and depth of wealth management services, our investment management philosophy and approach, and our firm's history and heritage.
Please complete the form below, and we will be happy to mail you a copy.
