Bank Of The West Investments

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Services Offered By Bancwest Investment Services

Market Insights: How to Invest in this Recovery

BWIS sponsors three different types of wrap fee programs, in which clients pay a bundled annual fee that covers advisory services, along with any brokerage or custodial fees. The three programs are Fund Strategist Portfolios , Separately Managed Accounts and Unified Managed Accounts . Here’s a breakdown of each:

  • Fund Strategist Portfolios
  • Features a wide range of investment strategies that utilize mutual funds, exchange-traded funds , index funds and more
  • Involves BWIS searching for an appropriate third-party investment manager that meets the client’s needs
  • Unified Managed Accounts
  • Combines the features and benefits of FSPs and SMAs
  • Invests in various types of funds, individual equities and more
  • Bancwest Investment Services Review

    This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

    BancWest Investment Services is a financial advisory firm that manages billions in client assets. Although the firms headquarters are in Omaha, Nebraska, the firm employs advisors that operate in 17 different states. The firm’s client base is mostly comprised of individuals , though it has some institutional clients as well.

    BWIS is a fee-based firm. This means that client fees are not its sole source of revenue its advisors may earn commissions for either selling insurance products or conducting certain securities transactions, in their separate capacities as registered representatives of broker-dealers and insurance agents.

    Get Solid Investment Advice From A Bankwest Financial Advisor

    Investment products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.

    When it comes to investment services, we know you have choices. What BankWest offers is an investment professional who will help you make the best choices, tailored to your personal resources, investment style and goals.

    To learn more about the professional history of our financial advisors, please visit FINRAs Broker Check.

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    Impact Solutions At A Glance

    Working with a dedicated advisor, you can invest all or just a portion of your portfolio in values-based holdings that reflect who you are and what you stand for.

    Mutual Funds & ETF Portfolios

    Choose from our curated lineup or apply positive and negative screens to any of our professionally managed portfolios.footnote2

    Custom Strategies

    Choose from socially responsible funds that align with your values and are evaluated based on environmental, social, and governance factors, such as climate change, conflict risk, and human rights.footnote3

    Enhanced Impact Investments

    Invest in highly targeted solutions, including special and time-limited offerings, such as purpose-driven structured notes, green bonds, and private funds.footnote4

    Fully Integrated Solutions

    Take a holistic approach to pursuing the social and financial objectives important to you by combining philanthropy and investing to activate your vision for change.footnote5

    Israeli Military Governorate And Civil Administration

    Diversify to succeed: Bank of the West promotes international ...

    In June 1967, the West Bank and East Jerusalem were captured by Israel as a result of the Six-Day War. With the exception of East Jerusalem and the former Israeli-Jordanian no man’s land, the West Bank was not annexed by Israel it remained under Israeli military control until 1982.

    Although the 1974 Arab League summit resolution at Rabat designated the Palestinian Liberation Organization as the “sole legitimate representative of the Palestinian people”, Jordan did not officially relinquish its claim to the area until 1988, when it severed all administrative and legal ties with the West Bank and eventually stripped West Bank Palestinians of Jordanian citizenship.

    In 1982, as a result of the IsraeliEgyptian peace treaty, the direct military rule was transformed into a semi-civil authority, operating directly under the Israeli Ministry of Defense, thus taking control of civil matters of Palestinians from the IDF to civil servants in the Ministry of Defense. The Israeli settlements were, on the other hand, administered subsequently as Judea and Samaria Area directly by Israel.

    After the 2007 split between Fatah and Hamas, the West Bank areas under Palestinian control are an exclusive part of the Palestinian Authority, while the Gaza Strip is ruled by Hamas.

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    Bancwest Investment Services Background

    BancWest Investment Services is the investment management division of Bank of the West. This bank operates in multiple states across the western U.S., and it’s a wholly owned subsidiary of BancWest Holding Inc., which itself is a wholly-owned subsidiary of BNP Paribas USA, Inc. BNP Paribas USA is the U.S. arm of BNP Paribas, a publicly owned French banking institution.

    Focused On What Matters Most To You

    No matter how you envision your future, a tailored financial plan is just as important for how you are living today as how you plan your future.

    Financial Review

    Get a quick evaluation on whether you are on track to meet your financial goals.

    Full Financial Plan

    Well work with you on a detailed plan that incorporates your current assets, liabilities, inheritance transfer plans, and lifestyle goals.

    Advanced Planning

    We can also develop a sophisticated strategy to help sustain your wealth and create a plan for your legacy through gifting and transfer.

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    Legal Information And Disclosures:

    Deposit and loan products offered by Bank of the West.

    *For self-directed orders placed via the BancWest Investment Services online platform, unlimited $0 commissions apply to order executions for equities and Exchange-Traded Funds . Unlimited $0 commissions online trades are subject to certain terms and conditions and additional fees. Service charges will apply for trades placed through a broker. For further information contact the BancWest Investment Services customer service center at 808-2947.

    Online Preferred Pricing is only available to individuals with an active Premier Checking account. Individual Online Preferred Pricing eligibility is determined on a daily basis by BancWest Investment Services. Online Preferred Pricing does not apply to business/corporate accounts, investment club accounts, partnership accounts, limited liability accounts or certain fiduciary or custodial accounts. Please contact BancWest Investment Services for additional information.

    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.

    This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services where we are not authorized to do business or where such offer or solicitation is contrary to the securities laws or other local laws and regulations of that jurisdiction.

    • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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    The material on this web page is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by BancWest Investment Services. Clients should understand that they assume full responsibility for any trading decisions they make based upon third-party material.

    Security

    Brokerage account balances are provided as a courtesy, may not reflect your accounts most recent transactions or activity, and provide an aggregate summation of current position balances based on closing values of the previous business day unless otherwise indicated. In the event of a discrepancy, your Investment account statement is the official record for account information.

    Questions regarding your account may be directed to your financial advisor or a BancWest Investment Services client representative at 338-3919. Past performance is no guarantee of future results.

    Quotes are delayed at least 15 minutes, unless otherwise indicated.

    Due to the nature of the internet, system availability and response time are subject to market conditions, internet availability, the speed of the user’s computer/internet access, possible scheduled and unscheduled outages and other conditions outside of the control of BancWest Investment Services.

    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:

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    Please be aware: The website you are about to enter is not operated by Bank of the West. Bank of the West does not endorse the content of this website and makes no warranty as to the accuracy of content or functionality of this website. The privacy and security policies of the site may differ from thsoe practiced by Bank of the West.

    To proceed to this website, select Continue, or Cancel to remain on the Bank of the West website.

    Bnps Sale Of Bancwest Makes Sense For Both Sides

    Banking in the Western world has a problem: Traditional lending just doesnt pay anymore. Even with interest rates set to start rising in the U.S. and Europe in the next couple of years, prospects for old-school banking dont look to get much better.

    Thats why BNP Paribas SAs sale of U.S. lender Bank of the West to Canadas Bank of Montreal makes sense for both sides. The French bank still has more work to do to become more attractive to investors, however.

    The poor returns from lending arent going to improve much. Net interest margins are the worst on record, according to official U.S. data, while benchmark interest rates in the country are only expected to rise to about 2.5% before topping out. Then there is the constant snipping away at revenue by start-up payments companies and new consumer-lending businesses. Thats why banks must become more efficient and develop more fee-based income.

    This requires scale and technology investments. In the U.S., second-tier banks like BMO, PNC Financial Services Group and U.S. Bancorp are all buying smaller rivals to keep ahead. More consolidation is likely.

    The long-rumored sale of BancWest, as it is known, was clinched Monday at a $16.3 billion price tag, slightly more than had been expected. That price is about 1.7-times tangible book value at the end of the third quarter, in BNPs release .

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    Your Money Has The Power To Make An Impact

    With Bank of the West Impact Solutions, you gain access to an end-to-end suite of products that can help ensure your investments are aligned with your ethics and principles.

    Know what you own and the activities your money is supporting
    Reflect your values through your investmentsfootnote1
    Be part of the solution to today’s social issues

    Palestinian Garbage And Sewage

    BankWest Commercial Loans Review

    In 1995, the Palestinian Water Authority was established by a presidential decree. One year later, its functions, objectives and responsibilities were defined through a by-law, giving the PWA the mandate to manage water resources and execute the water policy.

    About 90% of the Palestinians in the Territories had access to improved sanitation in 2008.Cesspits were used by 39% of households, while access to the sewer network increased to 55% in 2011, up from 39% in 1999. In the West Bank, only 13,000 out of 85,000 m³ of wastewater were treated in five municipal wastewater treatment plants in Hebron, Jenin, Ramallah, Tulkarem and Al-Bireh. The Al Bireh plant was constructed in 2000 with funding by the Germanaid agencyKfW. According to the World Bank report, the other four plants perform poorly concerning efficiency and quality.

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    Bancwest Investment Services Investment Philosophy

    BWIS doesn’t typically offer clients direct asset allocation or investment management services instead, it helps clients select model portfolio providers and separate account managers. To do this, the firm relies on proprietary research from Envestnet, which analyzes providers across a number of different factors. These factors include historical performance, exposure to risk, investment philosophy, the presence of any legal or ethical concerns and more.

    Bancwest Investment Services Client Types And Minimum Account Sizes

    BancWest Investment Services’ client base is overwhelmingly comprised of non-high-net-worth individuals. It’s rounded out by high-net-worth individuals, charitable organizations, trusts, estates and businesses.

    Many of the firm’s advisory services come paired with a minimum investment requirement. In the case of BWIS’ wrap fee programs, these stipulations vary depending on the investment strategy that’s used. Many of these strategies call for a minimum investment of $25,000.

    When it comes to the firm’s Separately Managed Accounts program, the minimums are $100,000 for equity strategies and $250,000 for fixed-income strategies. The Unified Managed Account program has a $200,000 minimum. Lastly, the retirement plan services at BWIS have a $650,000 minimum.

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    Legal Information And Disclosures

    Check the background on this firm or an investment professional on FINRA’s BrokerCheck

    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, 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.

    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.

    More Ways To Invest With Us

    Bank of the West and Operation HOPE

    There are many investing styles, but at the end of the day what matters most is the freedom to invest your way. If you’re looking for solutions beyond self-directed investing, we offer:

    • Brokerage solutions with advisor guidance
    • Professionally managed portfolios and financial planning
    • Customized wealth management strategies

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    Why Bank Of The West Wealth Management

    We take a holistic view of your full financial picture.

    Each client is unique in their lifestyle, their approach to investing and the impact they want to make on the world. Through a dedicated wealth advisor, our team integrates banking, brokerage and fiduciary servicesacross your personal and business financial life.

    Serving you locally, with global capabilities.

    With a global perspective that is free from domestic bias, we make connections other banks cannot between the global landscape and local markets.

    Our bold stance on sustainability for positive impact.

    We help clients achieve their vision for change by customizing a purpose-driven investment solution to reflect their personal valuescombining purpose with performance.

    We take a holistic view of your full financial picture.

    We take a holistic view of your full financial picture.

    Each client is unique in their lifestyle, their approach to investing and the impact they want to make on the world. Through a dedicated wealth advisor, our team integrates banking, brokerage and fiduciary servicesacross your personal and business financial life.

    Serving you locally, with global capabilities.

    Serving you locally, with global capabilities.

    With a global perspective that is free from domestic bias, we make connections other banks cannot between the global landscape and local markets.

    Our bold stance on sustainability for positive impact.

    Our bold stance on sustainability for positive impact.

    Strategies Suited To Any Stage

    While financial strategies can change throughout your life, the need to establish a plan remains the same.

    Accumulate With Confidence

    As your wealth accumulates and your needs expand, we can work with you to determine if you’re using credit strategically and have the right investmentfootnote1 strategies in place.

    Protect Your Progress

    When you enter a more advanced stage of wealth accumulation, we can help you protect what matters most to you and reevaluate your short- and long-term goals.

    Transfer Strategies that Honor Your Legacy

    As your wealth strategies mature, we’ll help guide your wealth transfer plan for in-depth trust and estate plansfootnote2, as well as long-term approaches for securing your legacy for future generations.

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    Loss Of Cultural Property

    Albert Glock argued that Israel is responsible for the disappearance of significant parts of the Palestinian cultural patrimony, by confiscating Arab cultural resources. In 1967 it appropriated the Palestine Archaeological Museum and its library in East Jerusalem. Often these losses are personal, as when homes are ransacked and looted of their valuables. The journalist Hamdi Faraj, jailed for endangering public order, had his 500-volume library confiscated, including copies of the Bible and Qur’an and, when he applied for their restitution, was told all the books had been accidentally burnt.The Israeli occupation has wrought a profound change in Palestinian identity, which clings to a sense of a “paradise lost” before the changes brought out by the 1967 conquest.

    How Does Cdars Work

    Our Team

    Bank of the West is a member of a special network. When you place a large amount on deposit with us, we place your funds into CD’s issued by other banks in the same network – in increments of less than $250,000 – so both principal and interest are eligible for complete FDIC protection. As a result, you can receive coverage from many banks while working with just one.

    These exchanges, which occur on a dollar-for-dollar basis, can bring the full amount of your original deposit back to our bank. As a result, we can make the full amount of your deposit available for community lending purposes.2

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    What Else Should I Know

    Now, you no longer have to spend time managing multiple bank relationships, administering various interest rates, organizing interest disbursements from various sources, or manually consolidating monthly statements. this reduces your administrative burden, especially during tax and financial reporting seasons.

    And with CDARS, you can eliminate the need to monitor changing collateral values – another time saving convenience.

    Of course, your confidential information remains protected.

    Ask us about how CDARS can work for you the next time you visit one of our branches or for more information.

    1 Funds may be submitted for placement only after a depositor enters in the CDARS Deposit Placement Agreement with Bank of the West. The agreement contains important information and conditions regarding the placement of funds by us.

    2 This benefit applies to some but not all types of CDARS transactions. Let us know if this benefit is important to you, so that we can explain the relevant terms and conditions in more details.

    CDARS is a registered service mark of Promontory Interfinancial Network, LLC.

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