First Citizens Bank

First Citizens Bank, headquartered in Raleigh, North Carolina, is a diversified financial institution with a history spanning over 125 years. The bank provides a comprehensive suite of investment management services, including private equity, venture capital, private credit, and private real assets, catering to both institutional investors and high-net-worth individuals. Through its subsidiary, First Citizens Wealth, the bank offers enhanced private investment capabilities, enabling qualified clients to access growth-oriented opportunities outside traditional public securities markets. These services are delivered via comprehensive and customizable portfolio consultations, ensuring a tailored approach for each client. The bank's investment philosophy emphasizes managing risks while seeking potential returns to help clients meet their investment objectives. This approach includes constructing diversified portfolios with a focus on maximizing investment returns while minimizing risk, utilizing a combination of active and passive strategies, and incorporating alternative investments with low correlations to traditional investments like stocks and bonds. First Citizens Bank's commitment to the innovation economy is further demonstrated by its acquisition of Silicon Valley Bank's commercial banking business in March 2023, which included specialized banking solutions for technology, life sciences, healthcare, private equity, and venture capital sectors. This strategic move has enhanced the bank's presence in the technology sector and expanded its capabilities in serving high-growth companies and investors. The bank's investment management services are supported by in-depth research from third-party investment advisors and skilled portfolio managers who construct diversified portfolios aligned with clients' specific needs. Regular account reviews and consistent communication ensure that investments remain aligned with clients' goals, adapting to changing circumstances while balancing client and bank needs. First Citizens Bank's dedication to providing innovative and diversified investment solutions underscores its role as a significant player in the financial services industry, committed to supporting clients in achieving their financial objectives through a client-first approach and a comprehensive range of investment options.