MADISON, WI – NOVEMBER 23, 2020 – First Business Trust & Investments, the Private Wealth division of First Business Bank, is pleased to announce that it recently reached a new milestone: $2 Billion assets under management.
As the First Business Trust & Investments team approaches 20 years helping clients protect and grow their hard-earned wealth, they look back on their achievements with an appreciation for clients. In 2015, the division reached the $1 Billion assets under management milestone and reports $2 Billion only five years later. In annual client satisfaction surveys, clients consistently report high satisfaction with the team; ratings placing them in the top-tier of Private Wealth providers in the nation. In 2020, a tumultuous year for Private Wealth, the team received a 93% client satisfaction rating.
“We could not have achieved this milestone without the trust and respect of our amazing clients,” said Brendan Freeman, President – First Business Trust & Investments. “Our team is intensely focused on working together in all our markets to do the right thing for each and every client, and we’re so pleased that’s paying off for them and for us.”
About First Business
First Business Financial Services, Inc., is a Wisconsin-based bank holding company focused on the unique needs of businesses, business executives, and high net worth individuals. First Business offers commercial banking, specialty finance, and private wealth management solutions, and, because of its niche focus, is able to provide its clients with unmatched expertise, accessibility, and responsiveness.