Who we serve
Bank of the West has the advantage of being a prudently managed and well-capitalized local institution that is backed by the global insights and expertise of our parent company BNP Paribas—one of the top 10 wealth managers worldwide.1
For more than 50 years, we’ve been meeting the needs of a broad spectrum of Wealth Management clients—providing the exceptional solutions and support they need to thrive.
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Whether you’re looking to make the most of wealth earned throughout your lifetime, managing assets that have been passed on from previous generations, or establishing a legacy for future generations, we offer a range of customized solutions to address your specific financial needs.
Our approach to managing wealth takes into consideration both business and personal financial lifecycles—helping ensure strategies for your company and family are in alignment.
If you’ve been living in the U.S. for some time, have recently arrived, or are planning a move to America, we can help you manage your banking, wealth, and overall financial affairs. In addition to providing highly personalized local service and guidance, our affiliation with BNP Paribas gives you access to the international capabilities and insights of a global banking leader.
We are well-versed in developing comprehensive financial plans tailored for corporate leaders with complex stock holdings and benefit packages—providing insights for every stage of an executive’s career.
Our Key Client Advisors are skilled at developing and implementing financial strategies for ultra high net worth individuals, families, and family offices. By understanding your unique situation, we can provide insights to help you and your family fulfill your financial and philanthropic goals today, and well into the future.
Whether you run a company with a few employees or a multinational corporation with a diverse workforce, we can put a group retirement plan in place that aligns with your business goals and the needs of your employees.
By taking a holistic view of our nonprofit clients’ visions, we are able to put tailored solutions in place that help them make better-informed decisions, manage their organization more effectively, and align investment objectives with mission and cash flow requirements.
Legal information and Disclosures
Deposit and loan products offered by Bank of the West. Member FDIC.
Key Client Group is part of the Bank of the West Wealth Management Group.
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 and its various affiliates and subsidiaries are not tax or legal advisors.
Bank of the West Wealth Management Group offers 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