Merrill Launches Ultra-High-Net-Worth Advisory Group
Merrill Launches Ultra-High-Net-Worth Advisory Group
NEW YORK, NY – Today, Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive wealth and investment solutions to UHNW clients and connect them to Bank of America's breadth of capabilities.
纽约，纽约 – 今天，美林财富管理宣布成立其超高净值（UHNW）顾问小组，这是一支由25名以上美林专家组成的团队，他们将与顾问合作，为超高净值客户提供全面的财富和投资解决方案，并将他们与美国银行的广泛能力联系起来。
This Group will help advisors deliver personalized portfolios through custom asset allocation, multi-asset portfolio construction, traditional and alternative investment manager selection, and other bespoke investment solutions to address clients' unique financial circumstances. The specialists will also serve as a single point of contact for advisors to identify opportunities to offer the full breadth of the firm's capabilities to address UHNW clients' complex needs, including: Bank of America's custom lending, Bank of America Private Bank's trust & estate services, philanthropy, art services, family office solutions and more.
该小组将帮助顾问通过定制资产配置、多资产组合构建、传统和另类投资经理选择及其他定制投资解决方案，提供个性化的投资组合，以满足客户独特的金融状况。专家们还将作为顾问的单一联系点，以识别提供公司全面能力的机会，以解决超高净值客户的复杂需求，包括：美国银行的定制贷款、美国银行私人银行的Trust和遗产服务、慈善、艺术服务、家族办公室解决方案等。
In addition to his role as Head of Capital Markets Investor Solutions for Merrill, Rob Romano, has been appointed to lead the new group. He will report to Brian Partridge, Head of Investment Solutions Group Specialists, who oversees a multi-discipline team providing investment education and implementation ideas to Merrill and Bank of America Private Bank advisors and clients.
除了作为美林资本市场投资解决方案负责人的角色外，Rob Romano被任命为新小组的负责人。他将向负责投资解决方案组专家的Brian Partridge汇报，后者监督一个多学科团队，为美林和美国银行私人银行的顾问和客户提供投资教育和实施建议。
"Rapid wealth creation, more intricate financial situations and the importance of generational wealth transfer is creating a need for more advanced guidance for our UHNW clients' wealth management needs," said Romano. "Comprised of investment experts and partnering across the firm to deliver holistic guidance on the issues that matter for UHNW families, this team will be an added resource and tailored support to advisors' and their client relationships."
罗马诺表示：“财富的快速增长、日益复杂的财务状况和代际财富转移的重要性，使我们超高净值客户的财富管理需求需要更先进的指导。” “这个团队由投资专家组成，并跨部门合作，提供与超高净值家庭相关的重要问题的整体指导，将为顾问及其客户关系提供额外的资源和定制支持。”
"UHNW clients are an evolving and growing client base for Merrill," said Partridge. "The establishment of a dedicated group to better support ultra-high-net-worth client engagement is the latest example of how we are supporting our advisors as they serve clients and grow their businesses."
Partridge说：“超高净值客户是美林一个不断发展和增长的客户群。” “建立一个专门小组以更好地支持超高净值客户的互动，是我们支持顾问为客户服务和发展其业务的最新案例。”
Bank of America
美国银行
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 58 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 6900万 consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 5800万 verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 400万 small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
投资产品：
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
不受FDIC保险 |
银行未保证 |
价值可能下跌 |
Reporters may contact:
记者联系方式：
Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com
Julia Ehrenfeld，美国银行
电话：1.646.855.3267
julia.ehrenfeld@bofa.com
NEW YORK, NY – Today, Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive wealth and investment solutions to UHNW clients and connect them to Bank of America's breadth of capabilities.
纽约，纽约 – 今天，美林财富管理宣布成立其超高净值（UHNW）顾问小组，这是一支由25名以上美林专家组成的团队，他们将与顾问合作，为超高净值客户提供全面的财富和投资解决方案，并将他们与美国银行的广泛能力联系起来。
This Group will help advisors deliver personalized portfolios through custom asset allocation, multi-asset portfolio construction, traditional and alternative investment manager selection, and other bespoke investment solutions to address clients' unique financial circumstances. The specialists will also serve as a single point of contact for advisors to identify opportunities to offer the full breadth of the firm's capabilities to address UHNW clients' complex needs, including: Bank of America's custom lending, Bank of America Private Bank's trust & estate services, philanthropy, art services, family office solutions and more.
该小组将帮助顾问通过定制资产配置、多资产组合构建、传统和另类投资经理选择及其他定制投资解决方案，提供个性化的投资组合，以满足客户独特的金融状况。专家们还将作为顾问的单一联系点，以识别提供公司全面能力的机会，以解决超高净值客户的复杂需求，包括：美国银行的定制贷款、美国银行私人银行的Trust和遗产服务、慈善、艺术服务、家族办公室解决方案等。
In addition to his role as Head of Capital Markets Investor Solutions for Merrill, Rob Romano, has been appointed to lead the new group. He will report to Brian Partridge, Head of Investment Solutions Group Specialists, who oversees a multi-discipline team providing investment education and implementation ideas to Merrill and Bank of America Private Bank advisors and clients.
除了作为美林资本市场投资解决方案负责人的角色外，Rob Romano被任命为新小组的负责人。他将向负责投资解决方案组专家的Brian Partridge汇报，后者监督一个多学科团队，为美林和美国银行私人银行的顾问和客户提供投资教育和实施建议。
"Rapid wealth creation, more intricate financial situations and the importance of generational wealth transfer is creating a need for more advanced guidance for our UHNW clients' wealth management needs," said Romano. "Comprised of investment experts and partnering across the firm to deliver holistic guidance on the issues that matter for UHNW families, this team will be an added resource and tailored support to advisors' and their client relationships."
罗马诺表示：“财富的快速增长、日益复杂的财务状况和代际财富转移的重要性，使我们超高净值客户的财富管理需求需要更先进的指导。” “这个团队由投资专家组成，并跨部门合作，提供与超高净值家庭相关的重要问题的整体指导，将为顾问及其客户关系提供额外的资源和定制支持。”
"UHNW clients are an evolving and growing client base for Merrill," said Partridge. "The establishment of a dedicated group to better support ultra-high-net-worth client engagement is the latest example of how we are supporting our advisors as they serve clients and grow their businesses."
Partridge说：“超高净值客户是美林一个不断发展和增长的客户群。” “建立一个专门小组以更好地支持超高净值客户的互动，是我们支持顾问为客户服务和发展其业务的最新案例。”
Bank of America
美国银行
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 58 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 6900万 consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 5800万 verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 400万 small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
投资产品：
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
不受FDIC保险 |
银行未保证 |
价值可能下跌 |
Reporters may contact:
记者联系方式：
Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com
Julia Ehrenfeld，美国银行
电话：1.646.855.3267
julia.ehrenfeld@bofa.com
