Our Profile

Boston Private offers a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.

Headquartered in Boston, we serve clients from our offices located in the major markets of Greater Boston, San Francisco, San Jose, Los Angeles, and Palm Beach Gardens.

As of June 30, 2019, Boston Private Bank & Trust Company’s safety and soundness was ranked “Superior” according to IDC Financial Publishing.


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

$1.9 billion of cash, high-quality unpledged investment securities, and borrowing capacity from the Federal Home Loan Bank.

IDC Rating** Superior.


$6.5 billion

Total Deposits

$7.1 billion

Total Loans

7.6 billion

Total Assets
Under Management

All financial information found on this page pertains to Boston Private Bank & Trust Company and is accurate as of June 30, 2019.


**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.