For years, Union Bank & Trust (UBT) (ubt.com) has offered a breadth of wealth management services, with different departments occupying different UBT office locations in Lincoln. Earlier this summer, UBT orchestrated several moves to bring these teams together in one location, enhancing collaboration, gaining efficiencies and ultimately providing more seamless service to their customers.
The Wealth Management division of Union Bank & Trust manages over $51 billion in assets in these key areas:
- Union Investment Management Group (personal and institutional investments)
- Personal Trust & Wealth Management (estate and trust administration)
- Retirement Plan Services (for companies of all sizes)
- Short-Term Investments (to maximize daily returns for businesses)
- Corporate Trust (for cities, counties, schools, etc.)
- 529 College Savings Plans (helping families throughout Nebraska save for education expenses)
The employees of these departments now call the office at 1801 Pine Lake Rd. in Lincoln — also known as the Pine Ridge location — home.
UBT also has a Wealth Management team in Omaha that primarily operates from its location at 144th & Dodge, which opened in late 2023.
For more information about their wealth management services, visit ubt.com/wealth.
At UBT, people don’t have your money –your money has people. UBT is a local family owned bank and provides all the products and services you need, but with personalized customer care that the big-box banks can’t begin to compete with. Learn more at ubt.com. Investment products: Not FDIC Insured—No Bank Guarantee—May Lose Value.