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Wednesday, Jun 7, 2023

First Private in Deal With Wilshire Funds

First Private Bank & Trust has reached an agreement under which it will offer Wilshire Funds Management products and services to its clients. Wilshire Funds Management, a business unit of Wilshire Associates, will work with First Private to develop a multi-asset class manager platform and to provide asset allocation and portfolio management expertise for First Private customers. First Private, a local affiliate of Boston Private Financial Holdings, focuses on wealthy individuals, families and foundations in the greater Los Angeles area.

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