Home > Lydian Private Bank > Fiduciary and Related Services
Lydian Private Bank, Fiduciary and Related Services
2011-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,992,000 | 104 |
Number of Managed Accounts | $1,992,000 | 81 |
Number of Non-Managed Accounts | $0 | 400 |
Total fiduciary and related assets | $1,269,521,000 | 142 |
Managed Assets ($) | $1,269,521,000 | 111 |
Non-managed Assets ($) | $0 | 398 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2011-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,919,000 | 107 |
Number of Managed Accounts | $1,919,000 | 81 |
Number of Non-Managed Accounts | $0 | 404 |
Total fiduciary and related assets | $1,059,299,000 | 152 |
Managed Assets ($) | $1,059,299,000 | 118 |
Non-managed Assets ($) | $0 | 403 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,594,000 | 141 |
Number of Managed Accounts | $1,594,000 | 93 |
Number of Non-Managed Accounts | $0 | 1,219 |
Total fiduciary and related assets | $996,614,000 | 155 |
Managed Assets ($) | $996,614,000 | 121 |
Non-managed Assets ($) | $0 | 1,212 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,571,000 | 136 |
Number of Managed Accounts | $1,571,000 | 95 |
Number of Non-Managed Accounts | $0 | 391 |
Total fiduciary and related assets | $954,252,000 | 156 |
Managed Assets ($) | $954,252,000 | 124 |
Non-managed Assets ($) | $0 | 389 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,298,000 | 157 |
Number of Managed Accounts | $1,298,000 | 118 |
Number of Non-Managed Accounts | $0 | 394 |
Total fiduciary and related assets | $821,109,000 | 164 |
Managed Assets ($) | $821,109,000 | 127 |
Non-managed Assets ($) | $0 | 392 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2010-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,528,000 | 139 |
Number of Managed Accounts | $1,519,000 | 95 |
Number of Non-Managed Accounts | $9,000 | 361 |
Total fiduciary and related assets | $857,528,000 | 166 |
Managed Assets ($) | $851,069,000 | 128 |
Non-managed Assets ($) | $6,459,000 | 358 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,301,000 | 169 |
Number of Managed Accounts | $1,258,000 | 128 |
Number of Non-Managed Accounts | $43,000 | 569 |
Total fiduciary and related assets | $694,888,000 | 190 |
Managed Assets ($) | $667,546,000 | 148 |
Non-managed Assets ($) | $27,342,000 | 438 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,247,000 | 164 |
Number of Managed Accounts | $1,208,000 | 124 |
Number of Non-Managed Accounts | $39,000 | 272 |
Total fiduciary and related assets | $682,316,000 | 194 |
Managed Assets ($) | $657,998,000 | 151 |
Non-managed Assets ($) | $24,318,000 | 287 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,264,000 | 165 |
Number of Managed Accounts | $1,218,000 | 129 |
Number of Non-Managed Accounts | $46,000 | 270 |
Total fiduciary and related assets | $617,153,000 | 201 |
Managed Assets ($) | $601,856,000 | 156 |
Non-managed Assets ($) | $15,297,000 | 310 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2009-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,281,000 | 162 |
Number of Managed Accounts | $1,267,000 | 125 |
Number of Non-Managed Accounts | $14,000 | 339 |
Total fiduciary and related assets | $729,316,000 | 172 |
Managed Assets ($) | $679,836,000 | 141 |
Non-managed Assets ($) | $49,480,000 | 246 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $1,374,000 | 161 |
Number of Managed Accounts | $1,325,000 | 125 |
Number of Non-Managed Accounts | $49,000 | 546 |
Total fiduciary and related assets | $781,740,000 | 176 |
Managed Assets ($) | $728,867,000 | 142 |
Non-managed Assets ($) | $52,873,000 | 308 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $145,000 | 396 |
Number of Managed Accounts | $132,000 | 368 |
Number of Non-Managed Accounts | $13,000 | 361 |
Total fiduciary and related assets | $915,357,000 | 173 |
Managed Assets ($) | $859,337,000 | 131 |
Non-managed Assets ($) | $56,020,000 | 265 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $118,000 | 407 |
Number of Managed Accounts | $108,000 | 381 |
Number of Non-Managed Accounts | $10,000 | 378 |
Total fiduciary and related assets | $950,832,000 | 179 |
Managed Assets ($) | $916,143,000 | 134 |
Non-managed Assets ($) | $34,689,000 | 304 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2008-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $102,000 | 413 |
Number of Managed Accounts | $98,000 | 385 |
Number of Non-Managed Accounts | $4,000 | 407 |
Total fiduciary and related assets | $831,727,000 | 192 |
Managed Assets ($) | $831,331,000 | 148 |
Non-managed Assets ($) | $396,000 | 425 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2007-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $25,000 | 1,251 |
Number of Managed Accounts | $21,000 | 1,104 |
Number of Non-Managed Accounts | $4,000 | 1,074 |
Total fiduciary and related assets | $229,457,000 | 401 |
Managed Assets ($) | $229,061,000 | 332 |
Non-managed Assets ($) | $396,000 | 1,126 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2007-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $25,000 | 423 |
Number of Managed Accounts | $21,000 | 398 |
Number of Non-Managed Accounts | $4,000 | 391 |
Total fiduciary and related assets | $240,446,000 | 358 |
Managed Assets ($) | $240,089,000 | 307 |
Non-managed Assets ($) | $357,000 | 408 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2007-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $24,000 | 430 |
Number of Managed Accounts | $20,000 | 403 |
Number of Non-Managed Accounts | $4,000 | 399 |
Total fiduciary and related assets | $74,270,000 | 408 |
Managed Assets ($) | $73,913,000 | 375 |
Non-managed Assets ($) | $357,000 | 415 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2007-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $23,000 | 432 |
Number of Managed Accounts | $19,000 | 405 |
Number of Non-Managed Accounts | $4,000 | 399 |
Total fiduciary and related assets | $74,850,000 | 410 |
Managed Assets ($) | $74,493,000 | 378 |
Non-managed Assets ($) | $357,000 | 416 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2006-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $21,000 | 1,307 |
Number of Managed Accounts | $17,000 | 1,168 |
Number of Non-Managed Accounts | $4,000 | 1,095 |
Total fiduciary and related assets | $49,699,000 | 789 |
Managed Assets ($) | $49,342,000 | 678 |
Non-managed Assets ($) | $357,000 | 1,155 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2006-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $17,000 | 417 |
Number of Managed Accounts | $13,000 | 392 |
Number of Non-Managed Accounts | $4,000 | 385 |
Total fiduciary and related assets | $47,884,000 | 399 |
Managed Assets ($) | $47,722,000 | 365 |
Non-managed Assets ($) | $162,000 | 404 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2006-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $16,000 | 424 |
Number of Managed Accounts | $12,000 | 399 |
Number of Non-Managed Accounts | $4,000 | 388 |
Total fiduciary and related assets | $45,277,000 | 405 |
Managed Assets ($) | $45,115,000 | 372 |
Non-managed Assets ($) | $162,000 | 408 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2006-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $16,000 | 440 |
Number of Managed Accounts | $12,000 | 415 |
Number of Non-Managed Accounts | $4,000 | 395 |
Total fiduciary and related assets | $47,300,000 | 412 |
Managed Assets ($) | $47,152,000 | 376 |
Non-managed Assets ($) | $148,000 | 418 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2005-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $13,000 | 1,453 |
Number of Managed Accounts | $9,000 | 1,347 |
Number of Non-Managed Accounts | $4,000 | 1,127 |
Total fiduciary and related assets | $71,955,000 | 689 |
Managed Assets ($) | $71,807,000 | 590 |
Non-managed Assets ($) | $148,000 | 1,264 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2005-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $12,000 | 430 |
Number of Managed Accounts | $8,000 | 408 |
Number of Non-Managed Accounts | $4,000 | 386 |
Total fiduciary and related assets | $39,617,000 | 407 |
Managed Assets ($) | $39,340,000 | 374 |
Non-managed Assets ($) | $277,000 | 403 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2005-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $8,000 | 448 |
Number of Managed Accounts | $4,000 | 422 |
Number of Non-Managed Accounts | $4,000 | 403 |
Total fiduciary and related assets | $31,648,000 | 428 |
Managed Assets ($) | $31,402,000 | 394 |
Non-managed Assets ($) | $246,000 | 418 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2005-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $3,000 | 456 |
Number of Managed Accounts | $3,000 | 427 |
Number of Non-Managed Accounts | $0 | 433 |
Total fiduciary and related assets | $31,220,000 | 430 |
Managed Assets ($) | $31,220,000 | 394 |
Non-managed Assets ($) | $0 | 431 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2004-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $3,000 | 1,671 |
Number of Managed Accounts | $3,000 | 1,534 |
Number of Non-Managed Accounts | $0 | 1,368 |
Total fiduciary and related assets | $29,521,000 | 915 |
Managed Assets ($) | $29,521,000 | 803 |
Non-managed Assets ($) | $0 | 1,358 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2004-09-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 444 |
Number of Managed Accounts | $2,000 | 414 |
Number of Non-Managed Accounts | $0 | 423 |
Total fiduciary and related assets | $18,015,000 | 423 |
Managed Assets ($) | $18,015,000 | 390 |
Non-managed Assets ($) | $0 | 421 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2004-06-30 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 452 |
Number of Managed Accounts | $2,000 | 419 |
Number of Non-Managed Accounts | $0 | 432 |
Total fiduciary and related assets | $17,108,000 | 430 |
Managed Assets ($) | $17,108,000 | 395 |
Non-managed Assets ($) | $0 | 429 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2004-03-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $1,000 | 1 |
Fiduciary or related activity | $1,000 | 1 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $2,000 | 463 |
Number of Managed Accounts | $2,000 | 427 |
Number of Non-Managed Accounts | $0 | 438 |
Total fiduciary and related assets | $17,788,000 | 439 |
Managed Assets ($) | $17,788,000 | 403 |
Non-managed Assets ($) | $0 | 436 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2003-12-31 | Rank | |
Fiduciary powers granted | $1,000 | 1 |
Fiduciary power exercised | $0 | 1,948 |
Fiduciary or related activity | $0 | 1,873 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,865 |
Number of Managed Accounts | $0 | 1,742 |
Number of Non-Managed Accounts | $0 | 1,417 |
Total fiduciary and related assets | $0 | 1,862 |
Managed Assets ($) | $0 | 1,742 |
Non-managed Assets ($) | $0 | 1,404 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2003-09-30 | Rank | |
Fiduciary powers granted | $0 | 2,649 |
Fiduciary power exercised | $0 | 1,971 |
Fiduciary or related activity | $0 | 1,895 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 473 |
Number of Managed Accounts | $0 | 442 |
Number of Non-Managed Accounts | $0 | 446 |
Total fiduciary and related assets | $0 | 472 |
Managed Assets ($) | $0 | 442 |
Non-managed Assets ($) | $0 | 445 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2003-06-30 | Rank | |
Fiduciary powers granted | $0 | 2,665 |
Fiduciary power exercised | $0 | 1,985 |
Fiduciary or related activity | $0 | 1,908 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 474 |
Number of Managed Accounts | $0 | 446 |
Number of Non-Managed Accounts | $0 | 448 |
Total fiduciary and related assets | $0 | 473 |
Managed Assets ($) | $0 | 446 |
Non-managed Assets ($) | $0 | 447 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2003-03-31 | Rank | |
Fiduciary powers granted | $0 | 2,686 |
Fiduciary power exercised | $0 | 2,011 |
Fiduciary or related activity | $0 | 1,921 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 491 |
Number of Managed Accounts | $0 | 461 |
Number of Non-Managed Accounts | $0 | 460 |
Total fiduciary and related assets | $0 | 490 |
Managed Assets ($) | $0 | 461 |
Non-managed Assets ($) | $0 | 458 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2002-12-31 | Rank | |
Fiduciary powers granted | $0 | 2,699 |
Fiduciary power exercised | $0 | 2,027 |
Fiduciary or related activity | $0 | 1,927 |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,919 |
Number of Managed Accounts | $0 | 1,796 |
Number of Non-Managed Accounts | $0 | 1,465 |
Total fiduciary and related assets | $0 | 1,916 |
Managed Assets ($) | $0 | 1,796 |
Non-managed Assets ($) | $0 | 1,452 |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2001-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1,869 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1,865 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |
2000-12-31 | Rank | |
Fiduciary powers granted | NA | NA |
Fiduciary power exercised | NA | NA |
Fiduciary or related activity | NA | NA |
Fiduciary and related services | ||
Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
Number of Managed Accounts | NA | NA |
Number of Non-Managed Accounts | NA | NA |
Total fiduciary and related assets | $0 | 1 |
Managed Assets ($) | NA | NA |
Non-managed Assets ($) | NA | NA |
Memoranda | ||
Gross Fiduciary activities income | NA | NA |