All Posts Tagged: wealth management

Wealth Management Group expands to New York with new office

Posted by Newsroom
Corporate News

Our Wealth Management Group (WMG) has opened its first office in New York, located at 787 7th Ave at the BNP Paribas USA building. The grand opening reception was held on April 24.

Leaders of wealth management for Bank of the West and BNP Paribas in front of green, plant-filled wall.Team members in the new office will offer cutting-edge wealth management products and services to families, business owners, and high-net-worth individuals and families in New York City and the surrounding area.

“Our unified, global approach to wealth management, which is backed by the extensive capabilities of BNP Paribas, is ideal for expatriate clients,” said Pierre Ramadier, Head of WMG. “We believe there is significant potential to grow our presence in New York, one of the largest wealth markets in the world.”

Bank of the West’s full-service, global investing capabilities will be available in the new Midtown space, along with providing traditional wealth services like brokerage and advisory, portfolio management, philanthropic services, along with financial and estate planning.

“The opening of this first center in New York underscores our commitment to supporting entrepreneurship, innovation, and international networking. We will be able to support our clients in their development both in Silicon Valley and in New York,” said Sofia Merlo, co-CEO of BNP Paribas Wealth Management. “It will also facilitate the access to our strong European home base all the way to our growing presence in Asia.”

This infographic highlights WMG’s expansion to New York, along with fun facts about the city’s international appeal.


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Investment Insights: Excerpts from our Q1 2018 report

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Fortress wall in China with decorative 3-story structure on top.

Volatility, the word that strikes fear into the minds of nervous investors, returned in the first quarter of 2018.

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PRI: Getting with the program

Steve Prostano
Family Wealth Advisors
Woman checking in a family of four to help with volunteer efforts

Foundations make program-related investments (PRI) to support charitable activities, with the potential return of capital within an established time frame.

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Big ideas for next generation of family wealth investors

Steve Prostano
Family Wealth Advisors
Illustration from the graphic note-taker: Welcome to Silicon Valley

Beyond family wealth, all of the attendees had something else in common: entrepreneurship and self-purpose.

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One entrepreneur’s journey of empowerment in Stanford program

Kristin Nelson
Wealth Management Strategy
Linda Renteria and her husband, Robert Sanchez, in front of an outdoor booth/tent that is branded Casa Sanchez.

Some of the topics that Linda found most relevant to Casa Sanchez’ current needs was company scaling and how to think about growth.

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