Bank of America, Merrill and Wealth Management

Bank of America’s Merrill Wants to Serve More Ultrawealthy Clients. Here’s How.
The company is creating a new team of specialists to better connect advisors and their rich clients with other parts of Bank of America.
Bank of America's Merrill puts focus on ultra-wealthy clients with new advisory group
BofA said yesterday that Merrill has introduced an ultra-high-net-worth advisory group to enhance service for clients with substantial assets. The 25-person group will collaborate with advisors to provide personalized wealth and investment solutions tailored to the complex needs of ultra-high-net-worth clients.
Bank of America Forms Specialist Group Serving the Ultra-Wealthy
Bank of America Corp. created a group of specialists that cater to the ultra-wealthy, looking to capitalize on the growing ranks of super rich clients needing complex financial products and advice.
Merrill sharpens ultra-high-net-worth focus with new advisory group
Roughly two dozen specialists to support Merrill Wealth Management advisors on alts, custom asset allocation, specialized lending, and more complex services for elite clients.
Merrill Launches Advisor Group To Focus On Ultrarich Clients
Merrill Lynch is giving increased attention to its growing base of uber-rich clients.
Merrill starts UHNW advisory group, targeting $10M+ clients
Industry experts say the new team of 25 investment specialists seems designed to tackle the more esoteric aspects of working with wealthy clients and leave asset gathering and relationship management to advisors.
Wealth Management for UHNWIs: Merrill Introduces Ultra-High-Net-Worth Advisory Group
Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists.
Merrill Wealth Management forms advisory group to serve UHNW clients
Merrill Wealth Management, a division of Bank of America, has established its ultra-high-net-worth (UHNW) advisory group.
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Merrill Creates New Unit to Help FAs Deliver UHNW Services
BofA Chief Executive Officer Brian Moynihan has repeatedly touted the cross-delivery of services between Merrill and the ...
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Savvy Adds Four Advisors, Pushing AUM Over $1B
Savvy also welcomed Samuel Saleh, a Newport Beach, Calif.-based advisor with $50 million in AUM, who was previously with Bank ...
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Free Museum Passes, Zoo Visits, & More for Bank of America, Merrill Lynch, & US Trust Customers (Over 225 Locations)
If you’re looking for fun and frugal activities the whole family can enjoy, check out the Bank of America Museums on U ...