Who We Are
About Chase Wise Union
Chase Wise Union is a leading, independent banking platform that provides tailored financial solutions adding value to both individual and institutional clients. We are licensed and regulated by the Securities & Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) to offer comprehensive banking services to our discerning clientele.
We serve as an asset owner on behalf of Prudential With-Profts policyholders, and our pensions and annuity customers. This entails making decisions about fund allocation across various asset classes and selecting asset managers to oversee these investments. Additionally, we are responsible for determining desired financial outcomes and applying sustainability criteria to all our banking decisions.
Our approach to sustainability is multifaceted, covering perspectives as an asset owner, asset manager, and corporate entity. While our roles and obligations in each of these areas may differ, our overarching principles and ambitions remain consistent, as outlined below.
Chase Wise Union seeks to make strategic banking decisions that align with the following criteria:
- Led by seasoned managers with a proven track record of success
- Participation in economically robust, niche industries with strong fundamentals
- Demonstrating sustainable competitive advantages, fostering growth, innovation, and resilience against economic fluctuations
- Having strong market positions, robust cash flow attributes, and high returns on investment, facilitating leverage and capitalization
- Enjoying excellent organic or acquisitive growth prospects
Chase Wise Union has a wealth of experience in executing a variety of banking transactions, including:
- Management buyouts of public and privately held companies and divisions of larger corporations
- Recapitalizations of closely held businesses to provide additional financing or liquidity for existing investors
- Acquisitions of companies seeking financing for consolidation strategies in fragmented but promising industries
- Selected equity financings of growth-oriented companies demonstrating significant potential
- Equity investments in growth companies
- Investments in companies operating in industries where Chase Wise Union has extensive banking experience
Why Choose Chase Wise Union?
We provide our credit union members with all things banking, plus the educational resources and guidance to build and maintain financial security. Here's why you should join us.
Annual Reports
Read through Chase Wise Union’s annual reports, which summarize the company’s successes, growth, and corporate milestones each year.
Contact Us
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What makes us different?
We’ve built a different kind of high street bank. A bank with stores that are open when it suits you, where you can walk in without an appointment and leave with a working account, debit card and all. A bank that tells you exactly what you’re getting, in language that actually makes sense. A bank that puts you first.
