Updated Wednesday, July 30, 2014 as of 5:19 PM ET
- Bank Channel
Bank of the West Extends High-End Advisory Services to Lower-End Clients
by: Margarida Correia
Tuesday, June 18, 2013

What was once available to Bank of the West’s wealthiest customers is now available to customers of more modest means. The San Francisco-based regional bank extended portfolio management and asset allocation services to clients with $50,000 in investable assets. The services – offered through the bank’s Investment Advisory Solutions platform – were previously only available to the bank’s trust clients.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The June Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here