Bank of the West 2010 Annual Report Download - page 12

WEALTH MANAGEMENT
Supporting the sophisticated needs of individuals and
families with wealth requires both a deep understanding
of financial services and a strong desire to connect
personally with clients to understand their goals and
partner in their achievement.
Our private client advisors enjoy working with their
customers at a detailed level to ensure that the
critical foundation steps, including goal setting and
planning, are accomplished at the start of every
relationship. With access to a broad team of
subject-matter experts, advisors then coordinate
the design of a customized solution that
efficiently integrates asset allocation, investment
management, trust services, retirement planning,
insurance and risk management.
This team-based approach to meeting needs
helps ensure that our clients receive the best
possible advice and a fully coordinated approach
to their financial services needs. Our approach
results in a positive client experience in addition
to better coordination of financial assets and
liabilities, avoidance of unnecessary fees and
a broad diversification of assets designed to optimize
clients’ portfolios and meet their unique short- and
long-term needs and goals.
Often the clients of our wealth management services are
entrepreneurs who appreciate the personal engagement
and creative solutions made possible through Bank of
the West. Todd Crosland of Salt Lake City is the founder
of Interbank FX, an online foreign exchange brokerage
that leads the industry in global accolades. Serving
over 40,000 customers from more than 140 countries
“I can’t imagine banking anywhere else. I have multiple
personal and business accounts, including one with
BNP Paribas for European travel, and an investment
portfolio. I’ve had both business and home loans. My
business and life are inseparable, and the personal
service I receive from Bank of the West gives me peace
of mind that I never found in any other bank. The
bank takes very good care of me, my friends and my
family – my sister, my children and grandchildren are
all customers.”
Tilly Abbe has taught more than 10,000 young children in 40 years as founder
and owner of Ballet with Miss Tilly, San Francisco’s best-known ballet school.
Careful planning, advice and wise investments
protect principal and build upon it.
Providing
guidance on the
journey to individual
financial goals
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