Bank of the West has opened a new wealth management centre in Pasadena to serve HNW individuals, affluent families and business owners in the region.
The centre will focus on providing products and services to banks clients in Pasadena and surrounding areas, builds on an existing branch at the same address. It will deepen the lender’s presence in Southern California, with 15 branches in the surrounding area.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
It will accommodate 14 wealth management professionals and wealth advisors who will work alongside business owners to offers a range of services including wealth planning consulting, investment management, philanthropy, private banking and trust services.
Bank of the West senior executive vice president and head of the wealth management group Pierre Ramadier said: "Expanding our wealth team to this new space is a reflection of this team’s performance, the growth this market has experienced, and our understanding of what clients in the Pasadena area need and want.
"Additionally, opening this new centre allows for all of our business partners – whether retail banking, wealth management, or small and medium-sized business banking – to work together in the same space, creating more seamless processes and a better end result for our clients."
Bank of the West said that the new office will be managed by senior vice president and market leader for Pasadena Jack Keleshian, who has been with the lender in Pasadena for nearly five years.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataKeleshian said: "We are pleased to offer these customers a new centre – one place they can go for a full suite of wealth management services and products."
