Local service, global capabilities and international connections through BNP Paribas
As part of BNP Paribas—one of the top 10 wealth managers worldwide1—Bank of the West is uniquely positioned to offer local service to help you navigate the U.S. financial landscape, coupled with the global capabilities to reach wherever life takes you.
Now in Midtown:
787 7th Avenue
New York, NY 10019
Bridge your financial worlds with solutions designed around you
Establish your credit quickly
Start with our World Elite™ MasterCard® without the requirement of a credit history in the U.S.2
Financial planning with international expertise
Our wealth strategists will work with you and your tax advisor to consider your unique tax situation and global implications.3
Get customized guidance
Our team tailors banking, planning and investment solutions to protect and manage your wealth – no matter where you are in your financial journey.
Living abroad in the U.S. can present unique challenges. We’re with you every step of the way.
Financial Planning Services
- Global wealth management and strategic financial planning services
- Income tax consultation on your ownership of homes, investments, businesses and trusts3
- Understanding your exposure to U.S. Estate and Gift Tax, and the planning considerations to mitigate that exposure3
- Exit tax analysis when leaving the U.S.3
See the difference Bank of the West Wealth Management can make for you and your family.
1 Scorpio Partnership Global Private Banking Benchmark 2017, www.scorpiopartnership.com/knowledge/report/scorpio-partnership-global-private-banking-benchmark-2017
2 Deposit and loan products offered by Bank of the West. All loans subject to credit approval. Certain terms, conditions, and exclusions apply. Please consult with a Personal Client Advisor for further information. Credit cards subject to credit approval. Certain terms, conditions, and exclusions apply.
3 Bank of the West, its various affiliates and subsidiaries are not tax or legal advisors and do not provide legal, tax or accounting advice to customers. Therefore, you should not consider or rely on any reporting as legal, tax or accounting advice, which would have to be addressed to your particular circumstances. If you need legal, tax or accounting advice, you should consult your attorney, your accountant, or another professional who can provide this advice. Bank of the West is not responsible for, and will not act as your agent in, implementing any wealth strategies that may be developed for you or any decisions made by you. The Bank will not prepare any legal documents for you.
4 Requirements to get the Special Interest Rate:
- This interest rate offer is available only to consumers that open a Wealth Management Money Market Savings account in NY.
- Minimum opening deposit(s) totaling $250,000 or more in new funds are required to receive the advertised interest rate.
- The interest rates and Annual Percentage Yields (APYs) are effective 09/25/18 and are as follows: for balances of $0.00 to $99,999, the interest rate is 0.35% (0.35% APY); for balances of $100,000 to $249,999, the interest rate is 1.00% (1.00% APY); and for balances of $250,000 and up, the interest rate is 2.25% (2.28% APY). Rates are variable and subject to change..
5 The Wealth Management Money Market Savings Account has no monthly service charge. All other standard fees and charges apply. Fees may reduce earnings on the account. Withdrawals from the account are subject to transaction limits.
6 All ATM cash withdrawal fees charged by non-Bank of the West ATMs will be rebated within one (1) business day of the fees posting to your account. Other fees such as foreign transaction fees may apply. Card usage is blocked in certain countries as required by U.S. law.
7 Credit Cards subject to credit approval. Certain terms, conditions, and exclusions apply. Refer to the MasterCard Guide to Benefits provided with the card for complete program terms and conditions or consult with your Private Client Advisor for further information. The Wealth Management World Elite Mastercard Credit Card is subject to an Annual Membership Fee if you do not maintain Eligible Qualified Balances of $250,000 or more. For important details about rates, fees and other charges, please refer to the Wealth Management World Elite MasterCard Credit Card Agreement and Terms and Conditions at www.bankofthewest.com/personal-banking/credit-cards.html
8 Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC-registered investment adviser. Financial advisors are registered representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Bank of the West Wealth Management Group provides financial products and services through Bank of the West and its various affiliates and subsidiaries.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas.
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY