# Hancock Whitney Investment Services

Hancock Whitney Investment Services is a Bank / Wealth / Trust based in New Orleans, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Orleans, United States
- **Region:** North America
- **Address:** Baton Rouge, LA, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** hancockwhitney.com
- **LinkedIn:** https://www.linkedin.com/company/hancockwhitney

## Regulatory record

- **CRD number:** 40637
- **SEC file number:** 801-68420
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/40637

## About

Hancock Whitney Investment Services operates as the wealth management and investment advisory arm of Hancock Whitney Corporation, the $36 billion-asset regional bank holding company headquartered in Gulfport, Mississippi. Formed in 1995, the unit extends the bank's century-long trust heritage into a modern advisory framework, providing discretionary and non-discretionary portfolio management to individuals, high-net-worth families, corporate clients, and institutional accounts across Louisiana, Mississippi, Alabama, Florida, and Texas. The firm manages client assets primarily through managed account platforms and advisory programs rather than proprietary fund vehicles. Its strategy centers on traditional asset allocation across equities, fixed income, and cash equivalents, with a geographical concentration in the Gulf South region. The firm does not publicly disclose direct investment positions, co-investments, or private-market commitments, reflecting a bank-channel wealth model built on brokerage-adjacent advisory rather than institutional asset management. Client portfolios are typically constructed from third-party mutual funds, ETFs, and separately managed accounts, with investment policy shaped by internal asset allocation committees. The advisory unit functions within the broader Hancock Whitney wealth division, which also encompasses trust, estate, and retirement plan services. The parent bank, formed through the 2011 merger of Hancock Bank and Whitney National Bank, provides the distribution network through branch-based referrals and dedicated wealth advisors. No standalone headcount for the investment services unit is publicly broken out, and the firm does not maintain satellite wealth offices independent of its parent's retail and commercial banking footprint, extending its reach across roughly 250 bank branches in the five-state operating region. Structurally, Hancock Whitney Investment Services represents the bank-channel wealth model — an advisory business embedded inside a regulated deposit-taking institution rather than an independent RIA or multifamily office. This architecture means the firm's growth is tied to the parent bank's regional deposit franchise and branch network, distinguishing it from unaffiliated wealth managers that source clients through open-market channels. Succession and governance follow the parent company's publicly traded corporate structure rather than a partnership model common in private wealth firms.

## Questions

### Who runs investment decisions at Hancock Whitney Investment Services?

Investment policy is set by the firm's internal asset allocation committee, which operates within the broader wealth division of Hancock Whitney Corporation. Individual client portfolios are managed by financial advisors distributed across the parent bank's branch network. The firm does not publicly name its investment committee members or chief investment officer in a way that can be verified through primary disclosures.

### Does Hancock Whitney Investment Services invest in private markets or alternatives?

The firm's public disclosures and product structure reflect a traditional bank-trust advisory model built on publicly traded securities — equities, fixed income, and cash equivalents through mutual funds, ETFs, and separately managed accounts. No private equity, venture capital, hedge fund, or direct real estate investment capabilities are publicly attributed to the investment services unit, distinguishing it from institutional allocators or multi-family offices that commit to alternative asset classes.

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Last updated: 2026-06-03T20:00:00.000Z

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