Private Banking

The Latest

The benefits of private concierge medicine

By Robert Dalie | Executive Director, Investments

Identifying the keys to maximizing the effectiveness of a Virtual Family Office

By Robert Dalie | Executive Director, Investments

In an increasingly globalized world and economy, investment leadership financially and environmentally are...

By Bruce Munster | Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

While a China-induced global recession is possible, economic optimism should be more abundant domestically...

By Bruce Munster | Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Wealth Management May Be Next

By Bruce Munster | Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

For many business owners, failures are not the end of the road. Instead, they tend to be inflection points...

By Michele L. Havens | President, Los Angeles Region

There is a seemingly endless amount of information related to managing substantial wealth ideas—claims,...

By Michael Pagano | Executive Vice President, Private Client Services

At City National, we believe that perspective is one of the most integral foundations of investing. It takes...

By Bruce Simon | Senior Managing Director, CIO

CSQ magazine’s Sports and Entertainment edition has once again created fantastic content and provided...

By Bruce Munster | Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Last month, my team and I resigned from Morgan Stanley in Woodland Hills and accepted positions at the...

By Bruce Munster | Managing Director – Wealth Management & Senior Portfolio Manager, PIA Program

Laying the groundwork for working with your financial advisor on a solid framework

By Scott Hansen | CFP, Senior Vice President

One of the main objectives of the Private Bank is to build holistic relationships with our clients. We do...

By Nerre Shuriah, J.D., LL.M | Wealth Planning Manager