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As
the investment and fiduciary services arm of Hancock Bank, the Wealth
Management Group serves the financial needs of affluent individuals,
families and institutions throughout Mississippi, Louisiana, and
Florida.
With
over $5.1 billion in assets and offices in Gulfport, Jackson, Baton
Rouge, New Orleans, and Tallahassee, our Wealth Management Group
offers a wide range of services to meet the needs of all our customers.
*Investments
made in Trust accounts are not deposits or obligations of, or guaranteed
by, Hancock Bank and are not insured by the FDIC or any government
agency.
Wealth
Management Services
In today’s financial world, individuals need skilled advisers
who can steer them through the intricate maze of tax issues, investments,
insurance, and estate planning. This is a necessity for those who
wish to maximize wealth over their lifetime and build a legacy to
pass on to their heirs.
Retaining
a firm that can offer comprehensive and coordinated financial services
is an important step in this process.
At
Hancock Bank, our Wealth Management Group offers an array of financial
services including investment management, private banking, brokerage
services, insurance, and estate, tax and retirement planning, as
well as traditional trust and fiduciary services.
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Private
Banking
At Hancock Bank, Private Banking Services can be your
single point of access to our array of personal financial services
including:
- Investment
Management
- Tax
Consulting
- Insurance
- Estate
and Trust Services
- Retirement
Planning
- Lending
- Traditional
Banking
Hancock
Bank has specialists for every stage in an individual's financial
life cycle. Our integrated financial advisory approach utilizes
a team of skilled specialists to address each client's unique needs.
This coordinated team approach assures not only that all your financial
bases are covered, but also that the pieces of your financial plan
work together to achieve your personal objectives. In addition,
all strategies implemented are reviewed on a regular basis so that
adjustments can be made as your financial needs and goals change.
Whatever
your particular financial planning needs, you can be assured that
Hancock Bank Private Banking has the resources and expertise to
assist you in achieving your goals.
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Investment
Management Services
Proper management of your investments over time can mean
the difference between a comfortable retirement and just getting
by. At Hancock Bank, our Investment Management Group provides customers
with sound financial solutions.
Our
investment managers invest according to a proven and disciplined
investment process. We will not chase the latest fads or ‘hot investments.’
We manage volatility through asset allocation and invest in securities
with high financial quality and trading liquidity. We manage risk
through portfolio diversification.
Our
goal is to produce long-term financial well being without exposing
your capital to excessive risk. We use high quality financial instruments
in portfolio construction to create a comprehensive investment program
based on your needs and objectives. We purchase securities that
possess the greatest relative value and make asset allocation decisions
designed to produce the best long-term, risk-adjusted results.
Careful
thought and consideration go into each investment choice. The quality
service we provide differentiates us from other institutions. As
an investor, you can be confident that Hancock Bank’s Investment
Management Group is looking out for you.
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Institutional
Investment Management Services
Hancock Bank's Institutional Investment Management Group
offers a wide range of financial services designed to help our institutional
clients manage their assets prudently and effectively. Our institutional
investment services include:
- Equity
and Fixed Income Investment Management
- Custody
Services
- Escrow
Services
- Comprehensive
Corporate Trust Services
- Employee
Benefits and Retirement Services
Our
commitment to service, our experienced personnel, and our top quality
systems make us one of the region's premier providers of institutional
services. Our commitment to the highest standards of performance,
integrity, and quality is an integral part of what we offer.
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Agency
and Custodial Services
Hancock
Bank has the systems and personnel to provide comprehensive administration
for agency and custodial accounts. In addition to having the right
people in the right places, the bank has the right technology to
support these relationships. With a state-of-the-art trust accounting
system, processing activities are performed accurately. Timely information
is always readily available.
As
Agent and Custodian, the Bank will facilitate the processing and
servicing of your securities to meet your needs. Ongoing services
can include:
- Trade
settlement
- Maturity
and call processing
- Dividend
and interest collection
- Cash
management money market funds
- Voting
or referring proxies
- Receipts
and distributions upon request
- Standard
and specialized reporting
- Administrative
expertise
The
professional staff at Hancock Bank has had extensive experience
with a wide spectrum of Agency and Custodial relationships. We can
assist clients and professional advisors with custom-designed services
to meet your needs.
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Retirement
Plan Services
Starting and maintaining a tax-qualified retirement plan
for your business is simple-with the right help. Our retirement
plan professionals are with you every step of the way. We will help
you design the most suitable plan type, communicate with your employees,
and handle the plan investments and ongoing record keeping. We will
also prepare the reports and disclosures that the law requires.
Hancock
Bank offers qualified retirement plan choices such as 401 (k) plans,
profit-sharing plans, money-purchase pension plans, and SEP (Simplified
Employee Pension) plans. These plans offer significant tax advantages.
Company contributions are tax deductible and employees are not taxed
on money contributed to the plan, or on plan investment earnings,
until they receive distributions. SEP plans and IRAs also offer
substantial tax benefits. Our total retirement plan packages include:
- Local
administration
- Nationally
recognized investments
- Complete
employee education and materials
- Participant
record keeping
Many
companies that offer retirement plan services often have to contract
one or more services to outside vendors. We offer a bundled approach.
Our administrative and fund management services are all done at
Hancock Bank by Hancock Bank professionals. Each plan has a dedicated
person assigned to it. For retirement plan services, we are your
one-stop shop.
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Corporate
Trust Services
Selecting the right corporate trustee is critical to
organizations considering a debt offering. An organization that
plans to issue debt needs a corporate trustee with the experience,
the personnel, and the systems to handle the intricacies involved
in such an issue. Over the years, numerous state and local governments
as well as educational and health care institutions have chosen
Hancock Bank as their corporate trustee. Our experienced corporate
trust professionals and our modern systems together ensure the success
of any size debt offering.
Whether
we serve you as trustee, registrar, paying agent or escrow agent,
we focus our efforts on providing you and your organization with
an unsurpassed level of service.
When
it is time to consider the selection of your corporate trustee,
consider the professionals at Hancock Bank.
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