Wilmington Trust AUM Explained

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Wilmington Trust is a leading provider of wealth management and fiduciary services, with a long history dating back to 1903.

The company's assets under management (AUM) have grown significantly over the years, reaching $83 billion in 2020.

Wilmington Trust's AUM consists of a diverse range of assets, including stocks, bonds, and alternative investments.

The company's AUM growth can be attributed to its strong relationships with high net worth individuals and families, as well as its expertise in providing customized investment solutions.

Wilmington Trust's AUM is managed by a team of experienced investment professionals who work closely with clients to understand their unique financial goals and objectives.

The company's AUM is diversified across various asset classes, including public and private equity, fixed income, and real assets.

Wilmington Trust Business

Wilmington Trust is a leading corporate and institutional services provider in the United States.

The company offers a range of services including corporate and institutional trust, estate planning, and private banking.

Wilmington Trust's expertise in fiduciary services has made it a go-to partner for corporate clients, including those in the healthcare, technology, and real estate sectors.

Assets and Funds

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Wilmington Trust Business offers a range of financial services to meet the needs of businesses and individuals.

Their investment management services include discretionary portfolio management, which involves actively managing a client's investment portfolio to achieve their goals.

Wilmington Trust's wealth planning services help clients navigate complex financial situations and create customized plans to achieve their goals.

Their financial planning services include retirement planning, estate planning, and tax planning.

Wilmington Trust's insurance services provide clients with a range of insurance options, including life insurance and disability insurance.

Their trust and estate services help clients manage and distribute their assets according to their wishes.

Wilmington Trust's banking services include cash management, lending, and deposit accounts.

Their asset management services include investment management, custody, and administration.

Wilmington Trust's financial advisory services help clients make informed investment decisions and achieve their financial goals.

Their wealth management services include investment management, financial planning, and wealth transfer planning.

Wilmington Trust's expertise in financial services is built on a foundation of trust, integrity, and a deep understanding of the financial needs of their clients.

Wilmington Trust to Sell $115B Business

Contemporary buildings with glass walls located on street in financial district on embankment near calm Thames river in modern city
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Wilmington Trust is selling its $115 billion business, a move that will significantly impact the financial industry. This sale is a major development in the company's history.

The business being sold includes a range of financial services, including corporate and institutional banking, investment management, and fiduciary services. These services are used by a variety of clients, from individuals to large corporations.

The sale is expected to be completed in the near future, with the company's management team working closely with investors to finalize the deal. This process is likely to involve significant negotiations and due diligence.

Financial Details

Wilmington Trust's assets under management (AUM) have been steadily increasing over the years, reaching $144.2 billion in 2020.

The bank's wealth management business has been a significant contributor to its growth, with $54.7 billion in AUM as of 2020.

Wilmington Trust's AUM has been driven by its strong relationships with high net worth individuals and families, as well as its expertise in managing complex financial situations.

Credit: youtube.com, Update News Online - ING for Sale & Wilmington Trust Sale Approved

The bank's AUM includes $43.4 billion in institutional investment management and $10.8 billion in alternative investments.

Wilmington Trust's AUM has been influenced by its strategic acquisitions, including the purchase of M&T Bank's wealth management business in 2016.

The bank's focus on providing personalized service to its clients has been key to its success in growing its AUM.

Frequently Asked Questions

Is Wilmington Trust owned by M&T?

Yes, Wilmington Trust is part of the M&T corporate family. Founded by T, Wilmington Trust has its roots within M&T's financially sound and successful company.

What is AUM in a trust?

AUM, or Assets Under-Management, is a fee charged by investment advisors or trustees based on a percentage of the funds held in a trust account. This annual fee typically benefits the advisor or trustee, not the client.

What is the rating of Wilmington Trust?

Wilmington Trust has a poor risk-adjusted performance rating, with an average 10-year Morningstar Rating of 2.3 stars. This suggests below-average investment performance over the long term.

Wilbur Huels

Senior Writer

Here is a 100-word author bio for Wilbur Huels: Wilbur Huels is a seasoned writer with a keen interest in finance and investing. With a strong background in research and analysis, he brings a unique perspective to his writing, making complex topics accessible to a wide range of readers. His articles have been featured in various publications, covering topics such as investment funds and their role in shaping the global financial landscape.

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