Wilmington Trust’s CIO Tony Roth, Chief Economist Luke Tilley, and Head of Investment Strategy Meghan Shue discuss the inflation and growth surprises of the first half of 2024, and voice their cautious optimism about markets and the economy through the end of this year. How might your portfolio be impacted?
About us
Wilmington Trust has built deep and lasting relationships, put our clients first, and provided innovative advice for complex situations. Our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. WEALTH MANAGEMENT We offer an array of services delivered through an integrated approach that takes all of your financial concerns into consideration. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, our capabilities are vast—yet our approach is personal, attentive, and trustworthy. GLOBAL CAPITAL MARKETS We are a leader in corporate trust services, serving on some of the largest and highest profile transactions. Due to our non-creditor role in transactions, we can act as a neutral, impartial trustee, or agent, taking a creative and collaborative approach to making your transaction a success. Whether issuing or restructuring debt, contemplating an M&A transaction, participating in a loan syndication, or establishing a special purpose vehicle, we are strategically located in the most convenient financial hubs to seamlessly serve your needs. INSTITUTIONAL RETIREMENT SERVICES Our broad-based retirement advisory services including, 401(k) investment vehicles, directed trustee, and custody solutions are designed to meet the needs of plan sponsors and financial advisors. Through our collective investment trust portfolio program, corporate retirement plans can benefit from our corporate trustee and investment management experience. 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.
- Website
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http://www.wilmingtontrust.com
External link for Wilmington Trust
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Wilmington, DE
- Type
- Public Company
- Founded
- 1903
- Specialties
- Wealth Management, Global Capital Markets, Investment Management, and Institutional Retirement Services
Locations
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Primary
1100 North Market Street
Wilmington, DE 19890, US
Employees at Wilmington Trust
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Alvina Lo
Chief Wealth Strategist, Executive Vice President at Wilmington Trust | M&T Bank
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Jamie Hickman
Senior Vice President at Wilmington Trust
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Adrienne Burke
Dynamic, engaged, and caring wealth management leader with a background in marketing, sales, client experience, and strategic events
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Sloan Saverine
Updates
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Excited to report that Wilmington Trust's Corporate Debt team climbed to first place in the Prospect News high-yield trustee rankings for Q2 2024! We led the pack both in terms of number of deals and principal amount, securing 25% market share. We also topped the charts for June, with 33% market share by principal amount and 31% by deal count. Congratulations to the team for these remarkable achievements! #HighYield #FixedIncome #Bonds #CorporateDebt #Trustee
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We're proud to announce that Wilmington Trust has been named to the shortlist for the Captive Review Awards in the category of Collateral Specialist! We are thrilled at this recognition of our commitment to excellence and innovation in financial services. Thank you to our dedicated team and valued clients for making this possible. Congratulations to all the nominees! #CaptiveAwards #CaptiveInsurance #CollateralSpecialists
US Captive Review Awards
awards.captivereview.com
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In a recent conversation with CNBC, Chief Investment Officer Tony Roth shared that a potential stock rally could be on the horizon due to a cooler-than-expected inflation reading. Tony emphasized that it’s possible the market has not fully come to terms with the fact that inflation is in the rear-view mirror. #CPIData #Inflation
Key inflation report looms on Thursday as traders grow more confident in Fed rate cut
cnbc.com
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M&T Realty Capital Corporation and Wilmington Trust are proud returning sponsors of the 2024 Texas Affiliation of Affordable Housing Providers (TAAHP) conference, and we look forward to seeing you at the event! Join Sean Cullen, Affordable Housing Platform Manager at M&T RCC as he participates in the Debt Market Update panel discussion on July 23rd from 1:45 – 3:00 pm CDT, and stop by the booth to meet with Sean and Stephen McPherson, Managing Director, Wilmington Trust to discuss your housing needs. Visit https://lnkd.in/gzCNv22k to learn more about our services. #TAAHP #PublicFinance #AffordableHousing
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Inflation metrics cooled in June for the third straight month, prompting Chief Economist Luke Tilley to forecast that Fed rate cuts are likely later this year and that there’s a low likelihood of inflation re-accelerating. Check out this article in The Associated Press for more insights from Luke on what the June CPI metrics mean for the economy’s future trajectory. #CPIData #Inflation #EconomicOutlook
US inflation cools again, potentially paving way for Fed to cut interest rates soon
apnews.com
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Wilmington Trust reposted this
When we say we show up for our communities, we mean this: One Team. One Reason. For a Cure. As an organization dedicated to making a difference, we are committed to supporting, volunteering, and fundraising with the goal of a healthier future for all. M&T Bank is returning for the third year as a co-sponsor of the Pan-Mass Challenge, the world’s most successful athletic fundraiser, where 100% of all dollars raised are donated to the Dana-Farber Cancer Institute. “I'm riding to make a difference in the fight against cancer. My father passed away six years ago after a battle with lymphoma as well as lung cancer. He smoked for a good deal of his life, but too many people are stricken by the disease through no fault of their own. I am riding with the M&T and Wilmington Trust team in their support of the PMC because it is leading a charge to beat cancer.” – Luke Tilley, Chief Economist at Wilmington Trust To learn more about this year’s “One In a Billion” ride, visit https://www.pmc.org/ #OneTeam #OneReason #ForACure #PMC2024 #OneInABillion
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Are you aware of the myriad potential quandaries a trustee may face? In a three-part series for Estate Planning magazine, Sharon L. Klein, EVP, President-Family Wealth, Eastern U.S. Region explores ten potentially risky dilemmas for trustees and their advisors and offers guidance and practical suggestions to help minimize fiduciary risk. In this Part 2, Sharon examines conflicts trustees can face in investing trust assets, allocating the tax burden and relying on trust provisions that obviate fiduciary duties. https://lnkd.in/eb3u8HHS
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When evaluating trustees’ options for executing your estate wishes, there are many important factors to consider -- including creating very specific role requirements, specifying fiduciary duties, and protecting from potential liabilities. In this #EmeraldGEM episode, Wilmington Trust’s Shannon T. Howell, Regional Trust Leader, explains what could be considered when selecting a trustee and establishing an estate plan. #FinancialPlanning #EstatePlanning #Trustee
Selecting a Trustee | Wilmington Trust
wilmingtontrust.com
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Wilmington Trust is pleased to announce it has created a new division within its Global Capital Markets group (GCM) designed to continue to drive the group’s growth and allow our clients to receive the high-touch level of professional service they have come to expect from us. Our new Structured Finance and Loan Market Solutions team combines our ABS/MBS, Loan Agency, CLO, and several other groups under one umbrella. Medita A. Vucic, who previously ran our Loan Agency and CLO business, will head this division. We’re also excited to announce that Daire McCormack will head our Conventional Debt & Specialized Agency Solutions team, which includes our M&A, Project Finance, Corporate Debt, Insurance Collateral, and Public Finance businesses. Both Medita and Daire will report directly to the head of GCM, Abby Mrozinski. We have more than 30 job openings to support our growth plans; visit our career site to explore: https://lnkd.in/eR7Ey3zW
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