Colorado Capital Bank has no retail brokerage, no trust department and no proprietary products. Yet this community bank has managed to find success in the wealth management arena without relying on revenue from transactions.
The bank caters only to wealthy clients—often those with a net worth of between $5 million and $100 million. Owned by holding company Castle Rock, Col.-based BankVest Inc., Colorado Capital operates an investment advisory group that has $100 million of assets under management. And it hopes to grow those assets by 25% in 2010, according to David Twibell, the bank’s president of wealth management.
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