Jamie Hopkins Named Chief Wealth Officer of WSFS Bank

“As one of the largest and best trust companies servicing in this space, we believe we can help advisors add trust services and private banking services to their clients to improve service and revenue — and create that all-in-one experience that clients are seeking,” Hopkins added.

Hopkins noted that the firm is building out new partnerships and has launched a technology portal for clients and advisory firms to better access their trusts.

“Trust services need to be expanded, and technology-forward firms like Bryn Mawr Trust are needed for the advisory market,” he said. “Additionally, our institutional trust business is growing rapidly, and we expect to continue to work with leading providers and asset managers on creative deals in the space.”

The firm’s Delaware Trust Company, Bryn Mawr Trust of DE, has become one of the leading trust providers for family offices, high-end wealth companies and RIAs for their CEO and executive clients, Hopkins said.

“Our focus here is to be the leader in CEO and executive trust services in the DE Trust market, which remains the most beneficial trust situs for most high-net-worth clients,” he explained. “With the potential rollback of the Tax Cut and Jobs Act in just about 16 months, advisors need to start trust planning and consider the preferential rules under DE Trust laws to help best serve their clients.”

Pictured: Jamie Hopkins