YOUR TRUSTED PARTNER
When your Clients need wealth management strategies and solutions, you can turn to Bryn Mawr Trust as your trusted partner for Private Banking, Trust Services, and Retirement Plan Services. We are easy to work with, using a single point of contact model to meet your needs. We can help you serve your Clients better, deepen your relationships, and increase your firm’s revenue.
A FULL RANGE OF BANKING, TRUST, AND RETIREMENT SOLUTIONS
Your Clients often want help addressing all of the complexities of their wealth, including facilitating their banking needs and guiding the legacy they will leave behind. Your partnership with Bryn Mawr Trust can help enhance your practice and help you meet a broader set of your Clients’ needs.
Concierge Private Banking
We provide a comprehensive package of private banking deposit and lending services to support advisory firms like yours as well as your Clients, with services available nationally.
Trust Administration
As a bank with a national charter, we can work with you and your Clients in most jurisdictions across the country. We offer a choice of two trust models. With a Delegated Trust, we collaborate with you on investment management and distributions while providing administration and accounting under a delegated arrangement. With a Directed Trust, we provide administration and accounting with a choice of trust situs in Delaware, Nevada, and Pennsylvania, while you work with your Client to provide investment oversight and manage distributions.
Dedicated Fiduciary Expertise
Our seasoned team is adept at navigating the complexities of fiduciary responsibilities and associated liabilities for retirement plan sponsors and administrators, and we are committed to the successful initiation and ongoing management of fiduciary programs. Leveraging 35+ years of collective experience, we offer 3(21) and 3(38) plan-level fiduciary services.
PREFERRED PRICING FOR PREFERRED PARTNERS
With a Preferred Partnership, your firm will receive preferential pricing to deliver to your Clients on Delegated and Directed Trust Administration Services as well as Private Banking Services.
Firms with a significant relationship with WSFS Bank/Bryn Mawr Trust may qualify for a Preferred Partnership which can be priced according to a customized fee schedule, a revenue share, or a basis point relationship.
Who we are
Bryn Mawr Trust is the award-winning Private Wealth Management division of WSFS Bank, a respected community bank with a boutique service model and a wide range of banking and trust capabilities. Individuals, multi-generational families, and institutions have turned to us for quality financial solutions and wealth management strategies for more than 130 years.
Contact a Private Banking Relationship Manager to learn how we can help support your advisory business.