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Institutional Wealth Services

Atlantic Union Bank Wealth Management has a long history of working with businesses and institutions throughout the region as fiduciary investment managers and by providing wealth management resources matching strategic advice with financial services. Our expertise includes asset management, banking and liquidity, business succession, board education and staff training, governance and policy guidance.

Atlantic Union Bank as an Active Investment Partner

Our institutional relationships benefit from a partnership with Atlantic Union Bank Institutional Advisory Services for all the reasons that similar organizations have hired and retained us:

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Dedicated Team

  • Highly Specialized and Experienced Professionals
  • Team Depth and Stability
  • Nonprofit Specialists
  • Community Nonprofit Leaders


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Defined Processes

  • Well-Defined Philosophy and Approach
  • Dynamic Investment Options, Customized Portfolios
  • Rigorous Oversight and Risk Management
  • Policy Review and Development


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Excellence in Execution

  • Consistently Competitive Returns
  • Local, Responsive and Cohesive Service
  • Excellent Client Retention Results
  • Board and Staff Education Resources



Disclosures

Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, wealth banking services, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.

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