Abbot Downing

Founded

2012



Overview:
As a brand of the multinational bank Wells Fargo, Abbot Downing offers financial services business to the wealthiest sector of society, ‘ultra-high-net-worth’ individuals capable of investing in excess of US $50 million. In return, clients receive a range of services that goes beyond those of traditional banks, such as asset planning over family generations, wealth education, risk assessment, trust management, tax payment support and legacy planning. The company is able to operate profitably with a relatively small customer base, since its fees are very high.

Industries:
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Financial Services
Business Model Patterns:

Solution Provider

How they do it: Abbot Downing provides its clients with a full range of service, beyond traditional private banking meeting the full range of their clients needs. These include for example also services in the area of multigenerational wealth planning, asset management services, trust fiduciary and administrative services as well as outsourced Chief Investment Officers for foundations and endowments.

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Ultimate Luxury

How they do it: Abbot Downing’s services are targeted at UHNWIs (ultra-high-net-worth individuals) and families, making it a service for the top 1% by offering a full range solution for its selected client group.

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