Our Profile

Boston Private Financial Holdings, Inc. is a national financial services organization that owns Wealth Management and Private Banking affiliates with offices in Boston, Los Angeles, San Francisco, San Jose, Florida and Wisconsin. 

As of March 31, 2018, Boston Private Bank & Trust Company’s safety and soundness was ranked “Superior” according to IDC Financial Publishing.

As part of an independent third-party assessment of Boston Private Bank & Trust Company, IDC Financial Publishing, Inc. (IDC), a bank rating agency, has been rating the safety and soundness of banks since 1985. Every quarter, IDC calculates a one-number rank for over 13,000 financial institutions, using 24 key financial ratios. Bank safety ratings fall into one of six categories: Superior, Excellent, Average, Below Average, Lowest Ratios, and Rank of One.

Financial Highlights

Capital Base

Capital ratios in excess of levels banking regulators consider to be well-capitalized.

Asset Quality

Low levels of problem loans due to our underwriting standards.

Liquidity Profile

$2.2 billion of cash, high-quality unpledged investment securities, and borrowing capacity from the Federal Home Loan Bank.

IDC Rating Superior.


$6.7 billion

Total Deposits

$6.8 billion

Total Loans

$7.8 billion

Total Assets
Under Management

Looking for additional filings and reports?

Visit our Investor Relations site for more information.

Visit Investor Relations

All financial information found on this page is accurate as of December 31, 2017.