Fiduciary Trust Company International

Fiduciary Trust Company International
Company typeSubsidiary
IndustryFinancial services
Founded1931 (1931)
Headquarters,
ProductsWealth Management, Estate planning, Investment management
AUMUS$82 billion (2022)
OwnerFranklin Templeton Investments
Websitewww.fiduciarytrust.com

Fiduciary Trust Company International is a United States–based wealth management firm that provides investment management and wealth management services. It has served high-net-worth families, foundations, and endowments since 1931.[1] As of 2019, the firm had $71 billion in assets under administration and management, serving clients in 48 countries.[2] The firm and its subsidiaries maintain offices in New York City, and several other locations.[3]

Fiduciary Trust is part of Franklin Templeton Investments.[4]

Fiduciary Trust Company International manages separate portfolios of client-focused equity and fixed income assets, investing globally in public equities, fixed income and alternative markets.[5][6] The Company generally invests in value-oriented small and large capitalization growth stocks.[7] It invests primarily in municipal fixed income securities.[8] The firm uses a top-down approach to select sectors and currencies through fundamental analysis and a bottom-up approach to construct portfolios of equities and fixed income securities.[9][10][11] The firm uses its own research to justify its investments.

As a fiduciary, the company has an obligation to always act in the best interests of its clients, putting their needs before its own.[12][13] Fiduciary Trust Company International has been recognized for its commitment to this principle, including being named one of the best trust companies in the United States by Trusts & Estates magazine.[14]

Although Fiduciary Trust Company International is part of Franklin Templeton, it operates as an independent organization with its own management team and investment philosophy.[15]

  1. ^ "Company Overview of Fiduciary Trust Company International, Bloomberg Business".
  2. ^ ""Fiduciary Trust: The Millennials' Private Bank"". Barron's PENTA. December 12, 2016.
  3. ^ "Office Locations, Fiduciary Trust Company International".
  4. ^ "Figures as of November 30, 2016, MarketWired".
  5. ^ "Fiduciary Trust Company International". bearsofficialsstore.com. Retrieved 2024-08-23.
  6. ^ "Fiduciary Trust Company International Revenue and Competitors". growjo.com. Retrieved 2024-08-23.
  7. ^ "Fiduciary Trust: International Celebrates 90 Years of Delivering Peace of Mind by Simplifying Complex Financial Lives". www.marketscreener.com. Retrieved 2024-08-23.
  8. ^ "Fiduciary Trust Company International - Reviews, vacancies, news, personalities". globalny.biz. Retrieved 2024-08-23.
  9. ^ "Fiduciary Trust International 13F annual report". wallmine.com. Retrieved 2024-08-23.
  10. ^ "Mastering Fiduciary Accounting: Tips for Finance Professionals". www.estateably.com. Retrieved 2024-08-23.
  11. ^ "Navigating Wealth Management with Fiduciary Trust". www.dakota.com. Retrieved 2024-08-23.
  12. ^ "Fiduciary Trust International Continues Expansion in South Florida, Opening New Office in West Palm Beach". www.businesswire.com. Retrieved 2024-08-23.
  13. ^ "Fiduciary Trust Company Becomes Newest BBA Sponsor Firm". bostonbar.org. Retrieved 2024-08-23.
  14. ^ "Fiduciary Trust International Company History Timeline". www.zippia.com. Retrieved 2024-08-23.
  15. ^ "Fiduciary Trust Company Completes Acquisition of $6 Billion RIA". thediwire.com. Retrieved 2024-08-23.