About

The Private Banking Difference

San Diego Private Bank opened on August 3, 2006 with the express strategy of initially establishing a limited number of private banking relationships in certain markets of San Diego County (La Jolla, Del Mar, Rancho Santa Fe, Downtown and surrounding communities) and then expanding into Orange County. The Bank services high net worth individuals, business professionals, local area businesses, closely held businesses, and non-profit organizations, providing unparalleled service through customized financial solutions developed by experienced Private Bankers. Unparalleled Service means exceeding customer expectations through personal touch, providing superior customized solutions, timely delivery of services and an overall pleasant personal banking experience.

San Diego Private Bank provides “old time relationship private banking” service. Our Private Bankers provide innovative borrowing, deposit and financial advisory solutions to individuals and their businesses. We are not transaction driven but strive to develop personal relationships with each client. Clients should feel comfortable calling their Private Banker 24 hours a day, 7 days a week. We are more than a funding source or funds depository. Our consultative approach creates customer confidence both in financial and lifestyle advice. While we offer on-line banking and global ATM access at no cost, it is the convenience of having our Private Banker’s meeting clients at their homes and businesses to conduct transactions that results in truly long-term respectful and appreciative banker-client relationships. Confidentiality, creativity and convenience are cornerstones of our Unparalleled Service model.

San Diego Private Bank’s client relationships are not driven by solicitation of managed assets. Quite to the contrary, our Private Bankers work with clients and their asset managers to provide superior banking solutions. Where requested we will introduce clients to providers of  Wealth Management, Trust Services, Estate Planning, Financial Planning, Insurance or Investment Banking services.

In short, we provide seamless customized banking services to successful individuals!