4.0
Dec 4, 2023
Recommend
CEO approval
Business Outlook
Pros
US Bank recently acquired MUFG Union Bank. While it was mostly for the branch network, they got a substantial and thriving wealth management business. They are working to integrate us into them. There is plenty of flexibility to implement customized solutions for clients.
Cons
Generally, legacy Union Bank employees are Head and shoulders above US Bank employees. The quality, care, ambition and client focus is un- matched by US Bank folks. Whether they adopt our best practices will determine the success of wealth management here in CA.