MAKE MORE FROM YOUR MONEY 2.28% APY ON MONEY MARKET SAVINGS1

Exclusive rates on Wealth Management Money Market Savings Accounts1,2


   

For balances of $250,000 and up



Welcome to wealth management with global reach


As a Wealth Management client, you have access to a comprehensive suite of financial solutions and tailored services designed to help you build, manage, and transfer your wealth—no matter where you are in your financial journey.

Financial Planning

Our wealth specialists take a holistic approach, learning your priorities to build an actionable financial plan.

Investment Strategies3

Pursue a range of investment approaches, from hands-on online investing to full asset management, with the level of guidance you desire.

Banking Solutions4

Enjoy access to a full spectrum of banking solutions that align with your unique needs, from checking and savings to planning, investments and more.

Customized Guidance

Whether you’re focused on growing your wealth or putting plans in place to protect or transfer that wealth, you can count on us to help you pursue your vision.

Now in Midtown:

787 7th Ave, New York, NY 10019


Call us: 212.776.8961
TTY 1-800-659-5495

See the difference Bank of the West Wealth Management can make for you and your family.

Contact Us

Legal information and Disclosures

1 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 09/17/18 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.

2 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.

3 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.

4 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.

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.