© 2024 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

OCIO Investment Solutions

A robust open architecture platform

We provide access to a variety asset classes, managers, and execution vehicles.




We provide the opportunity to invest alongside a number of globally recognized family offices and institutional investors.

Traditional assets

stock market tickers


In the U.S.—large cap and small cap—in addition to stock of companies in emerging and developed international economies

financial charts

Fixed income

Offerings that include corporate, municipal, and government bonds, plus enhanced cash strategies for short-term liquidity solutions

cash and financial charts

Cash/liquidity management

Oversee cash flows, optimize short-term financing, and help ensure liquidity and efficient use of cash.

Nontraditional assets

Private markets

Private markets do not move in lockstep with traditional publicly traded asset classes, offering rarified exposure and the potential for higher and more diverse return streams across equity, real estate, debt, or niche strategies (For qualified investors only.

Private markets investments are only available to investors that meet the U.S. Securities and Exchange Commission’s definitions of “qualified purchaser” and “accredited investor." Investments such as private funds that focus on alternative strategies are subject to increased risk and loss of principal and are not suitable for all investors. These types of investments may use aggressive investment strategies, which are riskier than those used by typical mutual funds, and you may lose more money than if you had invested in another fund that did not invest as aggressively.

Other alternative investments

Hedge funds or real asset managers may present the ability to protect against volatility and serve as an inflation buffer.

Alternative assets, such as strategies that invest in hedge funds, can present greater risk and are not suitable for all investors.

Implementation strategies

Check mark icon

Active/passive — we opt for active when there is sufficient conviction returns will exceed incremental costs; if not, we generally opt for lower-cost passive funds that track a benchmark

Check mark icon

Sustainable investing, ESG and socially responsible solutions that seek to align client portfolios with institutional values.

There is no guarantee that integrating ESG analysis will provide improved risk-adjusted returns over any specific time period. The evaluation of ESG factors will affect the strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor.
Check mark icon

Direct or custom indexing designed to meet specific client goals and objectives.

Let our solutions and services be to your benefit.

Please submit the information below and a team member will get back to you shortly.


WTU Form Handler