For balances of $250,000 and up
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.
Our wealth specialists take a holistic approach, learning your priorities to build an actionable financial plan.
Pursue a range of investment approaches, from hands-on online investing to full asset management, with the level of guidance you desire.
Enjoy access to a full spectrum of banking solutions that align with your unique needs, from checking and savings to planning, investments and more.
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.
787 7th Ave, New York, NY 10019
Call us: 212.776.8961
1 Requirements to get the Special Interest Rate:
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.