For over two decades, Palisade Trust Finance has been at the forefront of private wealth management, combining the wisdom of traditional banking with the power of modern financial technology. We are not just a bank — we are a trusted partner in building and preserving generational wealth.
Our Philosophy
"Our mission is to be the most trusted financial partner for individuals and institutions who seek to build, protect, and grow their wealth across generations."
Our Mission
To deliver world-class financial services through innovation, integrity, and personalized attention — enabling our clients to achieve their highest financial aspirations.
25+
Years Experience
85,000+
Happy Clients
$12B+
Assets Under Management
45+
Countries Served
Our Leadership
Meet the Team
Robert Sterling
Chairman & CEO
Eleanor Voss
Chief Investment Officer
Marcus Chen
Head of Private Banking
Sophia Hartley
Chief Technology Officer
David Okonkwo
Director of Risk Management
Isabelle Laurent
Head of Client Relations
Elevate Your Legacy.
Speak with a Palisade Trust Finance private wealth advisor and discover how we can help you achieve your financial goals.
Integrity
We hold ourselves to the highest ethical standards in every decision, transaction, and client interaction — no exceptions.
Excellence
We relentlessly pursue superior results, continuously innovating our systems, processes, and services to exceed expectations.
Partnership
We see ourselves as long-term partners in our clients' financial journeys — your success is our success.