Boston Private Financial Holdings is a bank holding company. Through its subsidiaries, the company provides a range of banking and wealth management services through two segments: Private Banking and Wealth Management and Trust. The Private Banking segment is engaged in providing banking services as well as providing financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Wealth Management and Trust segment provides planning-based financial strategies, wealth management, family office, financial planning, tax planning, and trust services to individuals, families, institutions, and nonprofit institutions.
theScreener is the market leader for independent valuations of financial securities, equities, sectors and markets, and new funds. theScreener's ratings, analyses are used by leading banks, asset managers and financial portals. Approximately 10,000 workstations benefit from theScreener's services, with over millions of customer accounts actively analysed.
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