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Rating:Banc One Unveils New Program Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, January 9, 2003

Banc One Unveils New Program

Reported by Sean Hanna, Editor in Chief

Banc One Securities has quietly launched a managed account program for its proprietary network of financial advisors. The bank is focusing the Managed Account Portfolios platform primarily on high-net-worth specialists and is currently offering 14 investment managers.

Fully 200 advisors are currently working with the plaform, confirmed a Banc One spokesperson. She added that 155 of those advisors work with high-net-worth investors as part of the Private Client group. Another 45 advisors from the bank's retail group are qualified to work with the platform. Those advisors work in the bank's branch network.

The platform has been live since November 6 of last year, but the bank has not released the amount of assets it has attracted so far. The 14 managers are the program include mostly separate account specialists rather than retail brands.

Style Mandate
Large Value Golden Capital Management, LLC
NWQ Investment Management, LLC
Large Core Madison Investment Advisors, Inc
Large Growth 
Dresdner RCM Global Investors
McKinley Capital Management, Inc.
NewBridge Partners, LLC
Transamerica Investment Management, LLC
Mid Growth Navellier & Associates, Inc.
Small Value   
Fox Asset Management
Small Core
Lotsoff Capital Management
Small Growth
McKinley Capital Management, Inc.
International Equity Kayne Anderson Rudnick, LLC
Pinnacle International Management, LLC
Municipal FI Gannett Welsh & Kotler, LLC
Source: Banc One Securities

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