THE PREMIER COLLECTION OF OXFORDSM: THE ULTIMATE BANKING ALTERNATIVE FOR OXFORD CLIENTS

The Premier Collection of Oxford was developed over the years to provide the ultimate banking alternative for 8/9-digit families—offering access to customized technology, credit, wealth management and concierge services that allow our clients to enjoy life’s pursuits.

Whether it’s a bill-pay resource, the funding of a major purchase or the consolidation of donor activity, The Premier Collection of Oxford allows us the flexibility to customize a package of financial management and administrative services for each client’s particular needs, backed by a next-generation tech stack that aggregates visibility into every dollar.

The four value-added services found within The Premier Collection of Oxford include:

  1. Private Family Services: Tailored personal and family entity financial, philanthropic and administrative support provided through Oxford’s Private Family Services Team.
  2. M25 Counsel℠: Access to a full suite of technology solutions, providing aggregate account details and customized reporting.
  3. Wealth Credit: Access to private banking and lending solutions, including mortgage, construction financing and securities lending at highly-competitive rates due to our collective buying power.
  4. Elite Wealth Services: A tailored approach to cash management, custody, clearing and settlement through multi-trillion-dollar-sized partners managed by your highly-credentialed Oxford team.

Today’s high-net-worth investor is looking for simplicity, transparency and efficiency in their relationship with their money and those who manage it. The Premier Collection of Oxford helps alleviate the stress that comes with financial complexity.