Global Wealth and Investment Management of Bank of America
E1030211
Global Wealth and Investment Management of Bank of America is the division of Bank of America that provides comprehensive wealth management, investment, and private banking services to affluent and high-net-worth clients worldwide.
Statements (47)
| Predicate | Object |
|---|---|
| instanceOf |
business unit
ⓘ
wealth management division ⓘ |
| areaServed | worldwide ⓘ |
| brand |
Bank of America Private Bank
NERFINISHED
ⓘ
Merrill Lynch Wealth Management NERFINISHED ⓘ |
| component |
Bank of America Private Bank
NERFINISHED
ⓘ
Merrill NERFINISHED ⓘ |
| countryOfOperation |
United States of America
ⓘ
surface form:
United States
|
| focus |
goals-based wealth planning
ⓘ
holistic financial advice ⓘ long-term investment strategies ⓘ |
| industry |
financial services
ⓘ
investment management ⓘ private banking ⓘ wealth management ⓘ |
| offersProduct |
cash management solutions
ⓘ
credit and lending products ⓘ exchange-traded funds ⓘ managed investment accounts ⓘ mutual funds ⓘ structured products ⓘ trust and fiduciary products ⓘ |
| parentOrganization | Bank of America NERFINISHED ⓘ |
| regulatoryEnvironment |
U.S. securities regulation
ⓘ
banking regulation in multiple jurisdictions ⓘ |
| serviceType |
alternative investments
ⓘ
brokerage services ⓘ comprehensive wealth management services ⓘ discretionary investment management ⓘ estate planning ⓘ financial planning ⓘ investment services ⓘ lending solutions for high-net-worth clients ⓘ portfolio management ⓘ private banking services ⓘ retirement planning ⓘ trust services ⓘ |
| targetCustomer |
affluent clients
ⓘ
business owners ⓘ endowments ⓘ families ⓘ foundations ⓘ high-net-worth individuals ⓘ ultra-high-net-worth individuals ⓘ |
| usesChannel |
digital platforms
ⓘ
financial advisors ⓘ private bankers ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.