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, Miami and Palm Beach Gardens.
As of March 31, 2021, Boston Private Bank & Trust Company’s safety and soundness was ranked “Superior” according to IDC Financial Publishing.
Capital ratios in excess of levels banking regulators consider to be well-capitalized.
Nonperforming Loans represent 0.36% of the total loan portfolio as of March 31, 2021.
$4.2 billion of cash, high-quality unpledged investment securities, and borrowing capacity from the Federal Home Loan Bank as of March 31, 2021.
Quarterly and Annual Financial Reports
- Q4 | Statement of Financial Condition [PDF]
- Q3 | Statement of Financial Condition [PDF]
- Q2 | Statement of Financial Condition [PDF]
- Q1 | Statement of Financial Condition [PDF]
All financial information found on this page pertains to Boston Private Bank & Trust Company and is accurate as of March 31, 2021.
**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.
1 - Total Client Assets includes: (1) the value of client portfolios under management by Boston Private Wealth LLC (“BPW”); (2) the value of ERISA plans and non-managed client assets to which BPW provides advisory services; and (3) assets held for safekeeping (custody) by Boston Private Bank and Trust Company (“BPBTC”) for clients of Trust and Fiduciary Services and BPW.