Can you tell friends/family which clients bank at your WM bank?

Hi,

A college friend of mine recently started working at a bank that has a large Wealth Management LOB (think Northern Trust or Zions). He's very excited and has been telling me about all of these billionaire investors and celebrities that bank with them. He doesn't tell me details on how much money, their activity, deals, or anything else. Simply just names.

Don't get me wrong, it's impressive and cool but is that allowed?

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  • Senior Consultant in Consulting
Jan 6, 2022 - 11:43pm

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