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Sovereign Bank
Banking: Online Banking, Checking, Savings, Additional ServicesBorrowing: Mortgages, Consumer Loans, Credit CardsInvesting: Investment Services, Private Wealth Management, Financial Answer CenterInsuring: Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Small Business InsuranceTools & Planning: Mortgage, Home Equity, Education, Cars, Credit, Insurance, Retirement
Investment Services   |   Private Wealth Management   |   Financial Answer Center
Investment Philosophy
Sovereign Difference
Investment Management
Rollover IRAs
Living Trust
Estate Settlement
Custody Services
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Integrated Services
Serve the Private Wealth Management Client
For detailed information about the many services Sovereign provides, please call your local Private Wealth Management Advisor.
Investment Management and Trust
  • Investment Management
  • Investment Advisory
  • Asset Allocation Accounts
  • Trusts–Living, Charitable, Testamentary
  • 401K Plans/IRA Rollovers
  • Custody
  • Institutional and Corporate Investment Management
  • Estate Planning/Settlement
Investment Services at Sovereign Bank*
  • Mutual Funds
  • Annuities
  • Retirement Planning
  • Brokerage Services
  • Life Insurance
Other Products and Services
  • Capital Markets
  • Foreign Exchange Risk Management
  • Securitizations
  • Mergers and Acquisitions
  • Cash Management Services
  • Planning Services
  • Structured Finance Services
Customized Financing
  • Term Loans
  • Lines of Credit
  • Commercial Real Estate
  • Acquisition Financing
  • Small Business Lending
  • Construction Loans
  • Letters of Credit
Banking
  • Checking Accounts
  • Savings Accounts
  • Money Market Savings Accounts
  • Certificates of Deposit
  • Individual Retirement Accounts
Mortgage Services
  • Residential Loans to $4 million
  • Construction/Permanent Financing
  • Lot Loans
  • Single Closing Financing
  • Blanket Mortgages
  • Bridge Loans
Securities are offered through LPL Financial Corporation, member FINRA/SIPC. Insurance is offered through LPL Financial or its affiliates. LPL Financial is not affiliated with Sovereign Bank.

NOT FDIC INSURED | MAY LOSE VALUE
NO BANK GUARANTEE | NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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