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Institutional Services

Our team is 100% focused on your financial objectives.

We work with you in the way that’s best for your organization. Our local and highly skilled team of financial professionals deliver a wide range of services with a focus on helping you hit your financial objectives with ease.

Let our team make your organization’s goals a reality.

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Services

Investment Management

Your local relationship management team works closely with corporations, institutions, universities, government entities and non-profit organizations to develop and implement a comprehensive investment strategy based upon your organization’s goals, objectives and risk tolerance. Through ongoing monitoring and reporting, we ensure your portfolio is managed in compliance with your plan and you are kept informed of current market developments and investment alternatives.

We also offer customized, enhanced cash portfolios along with access to institutional share classes of money market and other short duration mutual funds to complement the Treasury Management options delivered through our banking partners.

 

Custody

Whether you direct your organization’s portfolio or engage one or more of our portfolio managers, Hancock Whitney offers custody services to meet all of your organization’s needs. We safekeep your organization’s assets with complete transparency so you always know exactly what you own. Our custody services also include trade settlement, income collection, independent asset valuation, and numerous other related services. All information is available in consolidated reports and online 24/7, so your accounts always reflect the most current status.

 

Escrow Services

Our escrow specialists have the professional expertise and experience required to act as a neutral third-party agent in financial transactions. We have the resources to accommodate a wide range of investment options and the flexibility to respond timely to the most urgent needs.

Our full range of integrated escrow services include document review, investment services, wire transfer and deposit services, payment and disbursement services, and detailed activity and asset reporting for all parties.

Why Hancock Whitney?

We offer you the experience, expertise, and knowledge needed to help you achieve your organization’s financial objectives.

Talk to a Relationship Manager

Hancock Whitney Bank offers investment products as part of its Institutional Services. 
Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Investment and Insurance Products: