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United States
2008 (18 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Boston Private Wealth LLC
Company Information
Get to know Boston Private Wealth LLC
Boston Private Wealth LLC was a wealth management and private banking company founded in 1987. In July 2021, it was acquired by Silicon Valley Bank (SVB) and has since been rebranded and integrated into its "SVB Private" division. The firm specializes in delivering holistic wealth management solutions, including investment management, financial planning, trust and estate services, and private banking for high-net-worth individuals, families, endowments, and foundations. It aims to combine the personalized service of a boutique firm with the extensive resources of its larger parent institution.
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