Press Release


San Francisco, Calif. | Aug 31, 2012

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Bank of the West Opens Flagship Wealth Management Client Center in San Francisco

Center is Sixth Dedicated Wealth Management Location Opened by the Bank in the Past Year

Bank of the West announced today that it has opened its flagship Wealth Management Center in San Francisco. The center creates a space for a diverse group of professionals from the bank to work side by side to deliver integrated solutions to the financial issues that affluent and high net worth clients face.

Additionally, the creation of these new types of locations is designed to enhance the client experience by providing a convenient and private environment for the bank's clients. 

The Wealth Management Center is located at 555 Market Street in San Francisco's Financial District. The bank has opened other dedicated Wealth Management Centers during the past year in Los Angeles, Pasadena, San Jose, Palo Alto and Denver.

"The new space is a bricks-and-mortar demonstration of Bank of the West's values of service and customer focus.  We designed and created the center from our clients' point of view," said John Bahnken, head of the bank's Wealth Management Group and senior executive vice president. "At the same time, it gives our team the opportunity to collaborate across solutions to create deep, rich client relationships and experiences."

The bank's team of professionals serving affluent clients include: private client advisors, trust officers, private mortgage bankers, wealth financial advisors, portfolio managers, and business banking officers.

Bank of the West Wealth Management provides wealth planning consulting, investment management*, personal banking, and trust services.  The group is part of BNP Paribas' global wealth management business of more than 6,000 professionals in 30 countries worldwide with nearly $10 billion** in assets under management in the United States and $322 billion (€245 billion) in assets under management globally as of December 31, 2011.

About Bank of the West: 
Founded in 1874, $62.4 billion-asset Bank of the West (www.bankofthewest.com), member FDIC and equal housing lender, offers a full range of personal, commercial, wealth management and international banking services. The bank operates more than 700 retail and commercial banking locations in 19 Western and Midwestern states. Bank of the West is a subsidiary of BNP Paribas, which has a presence in 80 countries with nearly 200,000 employees.

Media Contact: Lily Ruiz
Vice President, Corporate Communications, Bank of the West
Office: (415) 765-4850
lily.ruiz@bankofthewest.com 

All investments involve risk.  Investors should seek the advice of a financial professional regarding the appropriateness of any securities or strategies discussed.  Foreign securities, especially emerging markets, will involve additional risks including exchange rate fluctuations, social and political instability, less liquidity, greater volatility and less regulation.  Frontier markets have lower market capitalization and liquidity than more developed emerging markets. Treasuries are subject to interest rate risk, call risk, and inflation risk.  An investment in corporate bonds is subject to a variety of risks including credit and default risk, market risk, event risk, call risk, interest rate risk, foreign risk, and sector risk.  Mortgage backed securities are subject to prepayment risk.  Municipal bonds are subject to a number of risks such as interest rate risk, call risk, inflation risk, credit and default risk, and tax risks.

The opinions and recommendations presented are the views of the Investment Advisory & Management team of Bank of the West's Wealth Management Group and not of BancWest Investment Services.  BancWest Investment Services does not produce investment research.  The discussions and information presented should not be construed or used as a specific recommendation for the investment of assets of any customer of Bank of the West or its affiliates and is not intended as an offer, or a solicitation of an offer, to purchase or sell any security or financial instrument, nor does the information constitute advice or an expression of the Bank's view as to whether a particular security or financial instrument is appropriate for you and meets your financial objectives. Economic and market forecasts reflect subjective judgments and assumptions, and unexpected events may occur.  Past performance is no guarantee of future results.

* Investments and variable annuities are offered through BancWest Investment Services, Inc., a registered broker/dealer, Member FINRA/SIPC.  Financial Advisors and Private Client Advisors are registered representatives of BancWest Investment Services, Inc.  Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah, and through BancWest Investment Services in AZ, CO, IA, ID, KS, MN, MO, ND, NE, NM, NV, OK, OR, SD, WA, WI, WY

Bank of the West Wealth Management provides financial products and services through Bank of the West and its various affiliates and subsidiaries.  Neither BancWest Investment Services, Inc., nor Bank of the West offers tax, accounting, regulatory or legal advice to clients.

BancWest Investment Services, Inc., is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West.  BancWest Corporation is a wholly owned subsidiary of BNP Paribas. 

Investment, Annuity, and Insurance products are:

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

** Including assets under supervision at BancWest Investment Services.

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Media Contacts

  • Jim Cole
  • Corporate Communications
  • Phone: (415) 399-8268
  • Cell: (415) 577-2639
  • Fax: (415) 399-8241
  • E-mail: jim.cole@bankofthewest.com
  • Address: 180 Montgomery Street
  • San Francisco, CA 94104
  • Joel Nathanson
  • Social Media
  • Phone: (415) 399-8286
  • Cell: (415) 722-9722
  • Fax: (415) 399-8241
  • E-mail: joel.nathanson@bankofthewest.com
  • Address: 180 Montgomery Street
  • San Francisco, CA 94104
  • Lily Ruiz
  • Corporate Communications
  • Phone: (415) 765-4850
  • Cell: (415) 846-7494
  • Fax: (415) 399-8241
  • E-mail: lily.ruiz@bankofthewest.com
  • Address: 180 Montgomery Street
  • San Francisco, CA 94104