Investment Management & Trust

Planning your family’s financial future

We’ll tailor a plan to help you navigate the ups and downs of the market so your wealth is protected as it continues to grow.

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Transforming hard work into generational wealth

Dedicated to understanding your needs

Our process starts with an assessment of your goals by some of the most experienced and highly trained investment and trust advisors in the business.

Key event financial planning

We’ll help you plan for major life events such as marriage, death, retirement, or business succession with a highly customized combination of short-term and long-term strategies.

Customized investment management

Our investment strategies allow us to create a high-quality, diversified portfolio of securities designed especially for you.

Trust, estate, and fiduciary services

Our trust advisors have a vast wealth of experience in managing trust and fiduciary relationships, including tax-sensitive strategies to fit the needs of your family and other beneficiaries.

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LATEST INSIGHTS ARTICLE

Seven mistakes to avoid when choosing an executor or trustee

Avoiding these seven common mistakes can help you choose the best person to act as your trustee or executor.

Family preparing dinner, glad to have their trustee

Will your investment portfolio help you meet your financial goals?

A key to high net worth financial planning is designing an investment portfolio that aligns with your objectives. We have refined a process with customized solutions to meet your financial goals.

HANCOCK WHITNEY ASSET MANAGEMENT

Investment client reviewing her stock portfolio

Ensure your estate plan preserves your legacy

Taking care of your loved ones while also leaving behind a legacy you can be proud of takes a highly personalized estate plan.

Legacy & Estate Planning

Retired couple happy with their estate plan

How we guide generational wealth transfers

Building a generational wealth management strategy ensures that your family is prepared for the future.

GENERATIONAL & FAMILY WEALTH

Family with a generational wealth strategy

Let’s build a team around your dreams

Tell us a little about yourself, and a member of our wealth team will get back to you.

Hancock Whitney Bank offers investment products, which may include asset management accounts, as part of its wealth Management Services. Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Trust and Estate services are provided by Hancock Whitney Bank. Hancock Whitney Bank is a wholly owned subsidiary of Hancock Whitney Corporation.

Investment and Insurance products:

NO BANK GUARANTEE

NOT A DEPOSIT

MAY LOSE VALUE

NOT FDIC INSURED

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Hancock Whitney Bank, Member FDIC.