Pasadena CALIFORNIA

(626) 463-2291 Contact Number

201 S. Lake Avenue,

Suite 700 Pasadena, CA 91101

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Meet our team in Pasadena

In Pasadena, we blend deep financial knowledge with local heritage to deliver a banking experience as distinctive as our city.

Let’s build your legacy here in Southern California

We’re here to help you achieve more, bringing insight and dedication to every facet of your financial life.
Connect with us
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Our Pasadena team does more than manage wealth—we help you unlock new possibilities and shape your financial journey. With deep roots in the local community, our specialists open doors to opportunities and craft solutions that reflect your ambitions and Pasadena’s unique character. We’re dedicated to providing personalized service and a private banking experience as refined and welcoming as Pasadena itself.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and wealth goals, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a legacy of serving some of the world’s most prominent individuals and families across generations, we can craft strategies informed by data-driven research and a deep understanding of your world.
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client.*
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.
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Let’s build something lasting—connect with our Private Bank team in Pasadena today.