Popular Community Bank Launches Popular Private Client
October 20 2017 - 12:23PM
Business Wire
Popular Community Bank, one of the nation’s premier community
banks and the principal U.S. mainland operating subsidiary of
Popular, Inc. (Nasdaq: BPOP), announced today the official launch
of its private banking division, Popular Private Client.
Popular Private Client is focused on servicing the bank’s
growing high net worth customer base through a personalized private
banking experience. Popular Private Client caters to clients with
$500,000 in investable assets or more either through deposit
balances, a Popular Investments account or a combination of both.
Popular Private Client is also available for clients who obtain a
new mortgage of $1M or more, with a qualifying new deposit of
$250,000 or more.
“We created Popular Private Client in response to the growing
client demand for comprehensive wealth management that includes
many of our other services,” said Manuel Chinea, Executive Vice
President and COO of Popular Community Bank. “With this new
offering, our customers have a 360-degree financial view which
incorporates all of their other financial partners while we provide
individualized solutions for their unique needs. Our clients get
the best of both worlds – personal service and cutting-edge
technology that keeps them in contact with their banker and their
portfolio.”
Popular Private Client is the latest business segment to join
Popular Community Bank’s Wealth Management and Private Banking
Division, a new organizational unit developed earlier this year to
align its investments, insurance, national mortgage and now private
banking business lines under a singular wealth management
platform.
Popular Community Bank’s Wealth Management and Private Banking
division is headed by Matthew S. Ford, Managing Director, who
previously led the U.S. bank’s Legal Division. Popular appointed
Joshua Harkey as Vice President and manager of Popular Private
Client earlier this year, bringing vast experience from his prior
role as program manager for Sterling National Bank and other
private banking positions at Wells Fargo and J.P. Morgan Chase.
With highly experienced private banking professionals and
dedicated office suites in each of its principal New York and Miami
markets, Popular Private Client is well-positioned to deliver to
current and prospective clients the extraordinary service and
innovative private banking program that defines its vision.
“Popular Private Client brings a new perspective and restores
relevancy to what private banking has long aspired to be by
affording an economically diverse and upwardly mobile clientele
with a truly personalized banking experience. Our mission is to
deliver unparalleled service, market leading products and a truly
integrated approach,” said Matthew Ford, Managing Director of
Wealth Management and Private Banking.
Among a host of exclusive benefits, products and services
available to clients, Popular Private Client offers:
- Personalized service managed by your
dedicated private banker that will lead a team of financial
consultants, wealth management advisors, home lending officers and
other experienced professionals to accommodate your unique
financial goals and objectives.
- Access to Popular Palladium Rewards
benefits, including discounted interest rates on residential
mortgage loans, home equity lines of credit and other personal
loans.
- Personalized financial planning and
wealth management utilizing innovative financial technology
tools.
- Exclusive branch service with dedicated
customer support.
- Access to professionals across
Popular’s entire organization including commercial bankers.
- Access to exclusive events.
For more information, please visit popularprivateclient.com.
About Popular Community Bank
Founded in 1893, Popular, Inc. (NASDAQ: BPOP) is the leading
banking institution by both assets and deposits in Puerto Rico and
ranks among the top 50 U.S. banks by assets. In the United States,
Popular Community Bank has established a community-banking
franchise providing a broad range of financial services and
products with branches in New York, New Jersey and Florida.
Popular Community Bank’s services are available at branches and
online at www.popularcommunitybank.com. Banco Popular North America
is a Member of the FDIC and operates under the assumed name
“Popular Community Bank” in the markets in which it operates. For
customers seeking more information, call 1-800-377-0800 or email
popularnet@popular.com. Find out about the community service of
Popular Community Bank on Facebook at
www.facebook.com/PopularCommunityBank.
Copyright© 2017 Banco Popular North America. Member FDIC.
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Popular, Inc.Ana V. del Valle,
939-250-6662ana.delvalle@popular.com
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