US Financial Services Firm Rebrands Wealth Arm

Editorial Staff

27 September 2018

BOK Financial has changed the name of its high net worth client servicing division, The Private Bank, to Private Wealth.

The firm said that the new name is “more reflective of the wide variety of services” that it offers.

“We will continue to offer a holistic approach to protect and grow our clients’ wealth by implementing a proven investment process, offering superior-quality trust administration, providing customized banking solutions, and building comprehensive insurance strategies,” Greg Wheeler, director of Private Wealth, said.

The Private Wealth division has a presence across the US and manages over $16 billion in client assets. BOK Financial Corporation is a $34 billion regional financial services company based in Tulsa, Oklahoma.