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Portfolio management in banking

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Portfolio management in banking

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The Portfolio by Wells Fargo Private Bank program makes it easy to see the big picture. View your relationship - checking, savings, trusts, and more - on one combined monthly statement. Enroll in Wells Fargo Online ®, and gain access to Bill Pay and mobile banking.You can also take advantage of many additional benefits, including fee waivers, relationship pricing, and a Portfolio ...Investment management. Citi Investment Management - the Private Bank's global investment management organization - has designed, delivered and managed customized portfolios and investments for the worldly and wealthy since 1935. Our discretionary portfolio managers offer global and regional-focused equity, fixed income, multi-asset class ...