Wilmington Trust

Wilmington Trust’s Head of Wealth Management, Lisa Roberts, recently shared her insights with Bloomberg Tax on the Great Wealth Transfer. In the article, she highlights how Gen-X, Millennials, and Gen-Z are consolidating wealth and using financial strategies to secure their futures. With key tax provisions set to expire, she stresses the importance of proactive estate and gift planning for efficient wealth transfer. #Wealthtransfer #WealthManagement #FinancialPlanning This article is for general information only and is not intended as an offer or solicitation for the sale of any financial product, service, or other professional advice. Wilmington Trust does not provide tax, legal or accounting advice. Professional advice always requires consideration of individual circumstances.

With the current financial markets being difficult to predict – large drops followed by bounce backs sometimes on the same day – how can investors adjust, react, and feel they are doing the right thing? Wilmington Trust’s Chief Investment Strategist, Meghan Shue, joined CNBC today and spoke about the effects that tariffs, recession talk, and valuations are having on investors’ current moods.

With contributing factors leading to a positive shift in the aviation ABS market, deals may see a resurgence based on the trends shaping the industry. Learn more about the anticipated changes and challenges ahead in aviation in the third edition of our Corporate Trust insights newsletter: https://lnkd.in/eah8PpCi

We are pleased to share that our London agency is now live on the S&P Global Loan Reconciliation platform. This integration enhances automation and efficiency by enabling lenders to submit their positions for facilities agented by Wilmington Trust, with Affiliate Letters automatically generated within ClearPar, where applicable. We remain committed to delivering solutions that enhance transparency and streamline operations in the loan market. #LoanReconciliation #LoanMarket

Our investment team is closely monitoring the market and the economic environment. Stay informed by joining our webinar “New Tariffs, Big Consequences: Preparing for What’s Ahead,” on Wednesday, 4/9 at 12:00PM ET, where our investment team will share their perspectives. Register here: https://lnkd.in/efd6MaHG Tony Roth Meghan Shue Luke Tilley #tariff #tradewars #economicoutlook

We are pleased to welcome Morgan Krone as Senior Associate General Counsel for Europe. Morgan brings a depth of knowledge in corporate trust, having worked at A&O Shearman for the last 28 years where he was a partner and head of the corporate trust team. He has advised corporate trustees and agents -- including Wilmington Trust -- on the full range of debt and loan market products and structured financing in Europe, Middle East/Africa, and Asia-Pacific. His legal experience spans a wide range of subject areas, which he will use to help continue strengthening the Wilmington Trust legal team’s subject matter knowledge in direct support of its European business. He is a particular specialist in asset-backed securities, collateralized loan obligations, and Project Finance, and has a particular interest in the digitalization of the financial markets. Outside work, he enjoys travelling with his family, playing sports, and music. He also farms sheep and cows and is proud owner of a farm in Wales. Welcome to the team, Morgan! https://lnkd.in/d5ExQwrE Wilmington Trust is not authorized to and does not provide legal or tax advice. Our advice and recommendations provided to you is illustrative only and subject to the opinions and advice of your own attorney, tax advisor or other professional advisor.

We’re proud to sponsor the The Bond Buyer Texas Public Finance Conference, happening April 9 – 11 in vibrant Austin, Texas. This premier event brings together leaders and experts to tackle the most pressing public finance issues in the Lone Star State and beyond. Stop by and connect with our team and learn how Wilmington Trust’s tailored solutions can help navigate the complexities of public finance. From trustee and agency services to investment management, we’re here to support your success. Let’s shape the future of public finance together. See you in Austin!

The latest round of tariffs is raising questions about the impact on economic stability. Chief Economist Luke Tilley shared perspective with The Washington Post on the scale of the tariff measures noting their duration will be a key factor in shaping the near-term outlook. #Economy #Tariffs #Markets

U.S. markets under pressure following the announcement of sweeping new tariffs, prompting renewed questions about inflation, growth, and corporate strategy. Chief Investment Officer Tony Roth spoke with Bloomberg about how upcoming earnings reports could signal how companies are responding—from shifts in consumer demand to changes in capital investments. #Tariffs #Markets #Economy

The tariffs announced yesterday are the highest in 119 years and could be considered a “worst case” scenario in terms of tariff levels, leading to a rising risk of recession. Wilmington Trust’s investment team assess the risks. Learn more here: https://lnkd.in/eQe87pEx #tarrifs #tradewar #economicoutlook