Reply to Where do you bank if you have a high net worth?

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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]We have Citi Private Banking, also through DH’s firm. We got a lower mortgage rate and get much more personalized service. [/quote]

What is your mortgage rate?

What services do you require?  [/quote]

3.5
By personalized I mean that we get good  service, as in we have direct access to people who can help us right away rather than going through phone trees and getting passed around. [/quote]

I guess asking the rate isn't worth much unless known when you got the mortgage, should have asked for that.  I am pretty sure the way the biggest banks work is that they add a nice little slice of spread on the mortgages they originate with their "mainstream" clients, and they add a smaller spread for the private banking clients, but they still aren't actually underpricing the market.

And again, I am confused as to what services you need from a bank.  I deposit money, move it around, send payments, write checks (very infrequently) all online.  I don't understand why you are calling the bank other than maybe once a year there is a minor issue.[/quote]

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