Bank of the West 2008 Annual Report Download - page 11

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WEALTH MANAGEMENT
At Bank of the West, laying the foundation to help
individuals achieve their long-term financial goals
begins with an integrated, advisory-based approach
to financial planning. Our Wealth Management Group
has the expertise to help clients build, maintain
and transfer wealth through a coordinated strategy,
whether they are beginning to accumulate wealth or
are seeking to protect the significant assets they have
already acquired.
Coordinated Financial Planning
Wealth managers provide a single point of contact for
a range of financial planning services, including asset
allocation and investment management, Trust services,
business solutions such as succession planning, income
tax and estate planning, insurance and risk manage-
ment and portfolio analysis.
To better manage its long term investments, Mesa State
College in Grand Junction, Colorado, turned to the
bank’s Denver-based Investment Management & Trust
team. “The decision to select Bank of the West over
other competitors was based upon a combination of
demonstrated expertise, past performance success and
affordable fees,” said Patrick Doyle, Mesa’s Vice
President for Finance. But being chosen to manage
the funds was just the beginning. As a public entity,
Mesa State had investment requirements and needed
a customized management agreement. Ultimately,
putting together the necessary investment policy and
management agreement set the stage for a successful
ongoing relationship between the bank and the college.
Investments and Insurance Services
Serving the bank’s entire network, BancWest
Investment Services (BWIS) is the 13th largest bank
investment program in the U.S. with approximately
$5 billion in assets under management. BWIS financial
consultants provide an array of investment products
and services including mutual funds, annuities and
retirement accounts, investment allocation and educa-
tional savings plans.
BW Insurance Agency is a full service personal and
business insurance agency providing automobile,
homeowners, life, business and other insurance
products from select bank branches and dedicated
agency offices. BW Insurance is one of the 25 largest
bank-owned insurance operations in the U.S. offering
high quality insurance at competitive prices and
representing an array of national and regional insur-
ance companies.
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