Boston Private Financial Holdings Inc

Score:

3.4

The total score of the company

$11.89

As of September 18 - 3:59PM EDT
Currency in USD - NASDAQ

TICKERA ticker symbol, or a stock symbol, is a unique identifier assigned to a particular stock on a parti...

BPFH

WEBSITE

www.bostonprivate.com

COMPANY SIZEA company's size is based on it's Market Capitalization and ranges between Small, Medium and Large: ...

Small

CEOA Chief Executive Officer is the highest-ranking executive in a company, and their primary responsib...

Clayton G. Deutsch

EMPLOYEES

888

SECTOR

Financial

INDUSTRY

Regional - Northeast Banks

COUNTRY

United States

ADDRESS

10 Post Office Sq, Boston, Ma 02109

Toggle short/long description

Boston Private Financial Holdings, Inc. engages in the business of wealth management. It operates through the following segments: Private Banking; Wealth Management; and Trust; Investment Management; and Wealth Advisory. The Private Banking segment provides services to high net worth individuals privately owned businesses, private partnerships and nonprofit organizations as well as provides financing support for housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. The Wealth Management and Trust segment offers comprehensive wealth management solutions for high net worth individuals and families, including customized investment solutions, wealth planning, trust, and family office services. The Investment Management segment refers to the services given to serve the needs of pension funds, endowments, trusts, foundations and select institutions, mutual funds and high net worth individuals and their families throughout the United States (“”U.S.””) and abroad. The Wealth Advisory segment refers to planning-based financial strategies to high net worth individuals and their families, and non-profit institutions such as fee-only financial planning, tax planning, tax preparation, estate and insurance planning, retirement planning, charitable planning and intergenerational gifting and succession planning. The company was founded on September 2, 1987 and is headquartered in Boston, MA.

Boston Private Financial Holdings, Inc. operates as the bank holding company for Boston Private Bank & Trust Company that provides a range of banking services in the United States. The company operates through four segments: Private Banking, Wealth Management and Trust, Investment Management, and Wealth Advisory. Its deposit products include checking accounts, savings and NOW accounts, money market accounts, and certificates of deposit. The company also offers loans to individuals, such as residential mortgage and mortgage loans on investment or vacation properties, unsecured and secured personal lines of credit, home equity loans, and overdraft protection; and loans to businesses, including commercial and mortgage loans, revolving lines of credit, working capital loans, equipment financing, community lending programs, and construction and land loans. In addition, it provides wealth management solutions, including customized investment, wealth planning, trust, and family office services for high net worth individuals and families; investment management services for pension funds, endowments, trusts, foundations and select institutions, mutual funds, and high net worth individuals and their families; and wealth advisory services comprising financial planning, tax planning and preparation, estate and insurance planning, retirement planning, charitable planning, and intergenerational gifting and succession planning. As of January 18, 2017, the company had offices in Boston, New York, Los Angeles, San Francisco, San Jose, Florida, and Wisconsin. Boston Private Financial Holdings, Inc. was incorporated in 1987 and is headquartered in Boston, Massachusetts.

3.5
Valuation This is the total score of all the key statistics within this group
2.9
Momentum This is the total score of all the key statistics within this group

Valuation

Dividend YieldDividend Yield is the percentage amount relative to its share price a company is paying out in divid...

4.97%

Enterprise Value to EBITDAEnterprise Value to EBITDA - Earnings before interest, taxes, depreciation and amortization. It tel...

14.62

Price to BookPrice to Book compares a company's book value to its current market price. Book value shows the por...

1.27

Price to EarningsPrice to Earnings, or the P/E ratio, is one of the most common valuation ratios. It shows how much ...

10.94

Price to SalesPrice to Sales indicates the value placed on each dollar of a company's sales by comparing their sal...

2.79

Momentum

6 Month MomentumMomentum is a measure of how fats a stock price has increased. It is calculated by comparing the pri...

5.88%