TITLE

Private-Client Services

AUTHOR(S)
Beck, Bill
PUB. DATE
April 2005
SOURCE
Indiana Business Magazine;Apr2005, Vol. 49 Issue 4, p66
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article reports that in Indiana banks are restructuring the way that they deal with their most affluent clients. Customer service just met the trust department, and the result is a bevy of personal financial services that combines money management, financial and estate planning, portfolio management and account administration. Banks call the new service by a variety of names, including private banking, wealth management and private-client services. But whatever the name, the service is banks' attempt to snare and keep well-heeled customers. Wayne Hall, manager of Wells Fargo Private Client Services in Fort Wayne, says that the Minneapolis-based bank holding company sets comparable standards for its clients in north central and northeastern Indiana.
ACCESSION #
16928211

 

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