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SAN DIEGO, March 18, 2025 ~ Cetera Financial Group, a leading financial advisor Wealth Hub, has recently announced a new partnership with Bank of Hawai'i. The agreement will see Bank of Hawai'i utilizing Cetera Financial Institutions' broker-dealer services for its investment and insurance provider, Bankoh Investment Services, Inc. (BISI). This move is expected to be finalized later this year and will result in BISI being rebranded as Bankoh Advisors.
The partnership between Cetera and Bank of Hawai'i aims to provide clients with a modern and enhanced wealth management experience. With the use of advanced technology and additional resources, clients can expect to receive personalized financial advice to help them achieve their financial goals. Despite the rebranding, BISI will continue to operate locally in Hawai'i and remain a part of the trusted financial services offered by Bank of Hawai'i.
BISI has been operating as its own broker-dealer since the early 1990s and currently has approximately $2.5 billion in assets under administration*. The decision to partner with Cetera was driven by BISI's commitment to staying ahead in the rapidly evolving wealth management industry and providing exceptional services to its clients.
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According to Christopher Otto, president of Bankoh Investment Services, Inc., Cetera Financial Institutions was a natural choice for a broker-dealer partner. He stated that not only does Cetera have a unique channel structure that caters specifically to the needs of wealth management programs, but they also share a common mission of prioritizing people first.
Cetera credits the leaders at Bank of Hawai'i for their dedication in choosing an ideal long-term partner that can deliver efficient and technology-driven wealth management solutions to clients. LeAnn Rummel, president and CEO of Cetera Investment Services, expressed her pride in welcoming Bank of Hawai'i as part of their community. She stated that Cetera is committed to providing the necessary tools, technology, and expertise to make it a desirable destination for banks and credit unions, as they share a common goal of delivering comprehensive and client-centric financial planning and advice.
Cetera Financial Institutions is a community within Cetera Investment Services that supports the investment programs of over 450 banks and credit unions. With nearly 70 renewals signed through October 31, 2024, Cetera Financial Institutions has an impressive retention rate of over 99 percent. For more information about Cetera Financial Institutions, please visit their website.
*Assets under administration as of October 31, 2024.
The partnership between Cetera and Bank of Hawai'i aims to provide clients with a modern and enhanced wealth management experience. With the use of advanced technology and additional resources, clients can expect to receive personalized financial advice to help them achieve their financial goals. Despite the rebranding, BISI will continue to operate locally in Hawai'i and remain a part of the trusted financial services offered by Bank of Hawai'i.
BISI has been operating as its own broker-dealer since the early 1990s and currently has approximately $2.5 billion in assets under administration*. The decision to partner with Cetera was driven by BISI's commitment to staying ahead in the rapidly evolving wealth management industry and providing exceptional services to its clients.
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According to Christopher Otto, president of Bankoh Investment Services, Inc., Cetera Financial Institutions was a natural choice for a broker-dealer partner. He stated that not only does Cetera have a unique channel structure that caters specifically to the needs of wealth management programs, but they also share a common mission of prioritizing people first.
Cetera credits the leaders at Bank of Hawai'i for their dedication in choosing an ideal long-term partner that can deliver efficient and technology-driven wealth management solutions to clients. LeAnn Rummel, president and CEO of Cetera Investment Services, expressed her pride in welcoming Bank of Hawai'i as part of their community. She stated that Cetera is committed to providing the necessary tools, technology, and expertise to make it a desirable destination for banks and credit unions, as they share a common goal of delivering comprehensive and client-centric financial planning and advice.
Cetera Financial Institutions is a community within Cetera Investment Services that supports the investment programs of over 450 banks and credit unions. With nearly 70 renewals signed through October 31, 2024, Cetera Financial Institutions has an impressive retention rate of over 99 percent. For more information about Cetera Financial Institutions, please visit their website.
*Assets under administration as of October 31, 2024.
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