PNC Wealth Management is an asset management arm of PNC Financial Services Group Inc. The firm also provides advisory, brokerage, insurance planning, risk management, and trust and estate planning services to its clients. It provides its services to high net worth individuals, corporations, and non-profit sharing organizations. The firm manages separate client-focused equity and fixed income portfolios for its clients. It also manages hedge funds and mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe. For its fixed income securities, it invests in money market mutual funds, municipal bonds, and government and corporate securities. Th...
Two PNC Plaza
620 Liberty Avenue
Pittsburgh, PA 15222
PNC Wealth Management Announces Appointment of Marnie Daniels as Assistant Vice President and Relationship Manager
May 13 13
PNC Wealth Management announced that Marnie Daniels has joined the Lexington PNC Wealth Management department as assistant vice president and relationship manager.
PNC Wealth Management Announces Executive Changes
Oct 21 11
PNC Bank appointed M. Ellen Simmons as vice president and senior wealth planner and Diana Flower as vice president and senior trust advisor at PNC Wealth Management.
PNC Wealth Management Introduces PNC Wealth Insight
Sep 19 11
PNC Wealth Management has introduced PNC Wealth Insight as a comprehensive online money management resource. PNC Wealth Insight is a virtual dashboard that displays information in a way that is clear and easy to understand. Clients can review their entire portfolio in seconds, or they can dive much deeper if they want, and they see what advisors see about their accounts, with the goal of enhancing their conversations and relationships. The development of PNC Wealth Insight was based on the financial mindset of high net worth individuals, making it easy and visual to help them plan their wealth. It is organized into seven tabs: Net Worth -- Clients' "personal balance sheet." Gives a full view of assets and liabilities at PNC and allows for aggregation of investments with other firms and property if they choose to add them; My Folio -- Allows for dynamic grouping of accounts the way clients want to see them; Income -- Instant view of cash in and cash out each month. Shows how deposits and withdrawals affect bottom line. Can compare with past months and years, and estimate income for future months and years; Performance -- Displays performance across multiple time frames including daily rate of return or percentage gain or loss and may be compared to a benchmark selected by the client. Other tabs include Brief, which provides an overview of the client's investment picture; Allocation, which compares actual allocation with target allocation and Resources, which provides market news, e-mail access to the client's advisor team, blogs from PNC experts, and a community where clients can have online discussions with other clients. PNC Wealth Insight is the result of almost three years of research and development, which included the participation of dozens of PNC Wealth Management clients and advisors. The research provided information on their preferences and views of their wealth and investments. The development also included trial phases with clients in Baltimore, Philadelphia and Pittsburgh, and their feedback was used to design many of the advanced features. PNC Wealth Insight includes other features that further enhance the client experience, including: Clients can view income being generated and projected through the year; PNC has scrapped conventional reporting by introducing dynamic grouping using drag and drop functionality. Information on the screen is displayed the way the client wants to see it; The flexibility of PNC Wealth Insight allows clients to customize the content and select features to suit their needs. They can display as little or as much as they want to see. Using the latest available technologies, including HTML 5, clients can access PNC Wealth Insight via tablets run on Apple or Android systems or on a mobile phone browser. App versions for iPhone and Android will be available in 2012.