Global Wealth and Investment Management
E1030212
Global Wealth and Investment Management is Bank of America’s wealth management division that provides investment, private banking, and advisory services to affluent and institutional clients worldwide.
Statements (46)
| Predicate | Object |
|---|---|
| instanceOf |
business unit
ⓘ
wealth management division ⓘ |
| brand |
Bank of America Private Bank
NERFINISHED
ⓘ
Merrill Lynch Wealth Management NERFINISHED ⓘ |
| channel |
brokerage branches
ⓘ
digital platforms ⓘ financial advisors ⓘ private bankers ⓘ |
| clientType |
affluent clients
ⓘ
charitable organizations ⓘ corporate clients ⓘ endowments ⓘ foundations ⓘ high-net-worth individuals ⓘ institutional clients ⓘ ultra-high-net-worth individuals ⓘ |
| country |
United States of America
ⓘ
surface form:
United States
|
| focus |
goals-based wealth planning
ⓘ
long-term investment strategies ⓘ personalized wealth management ⓘ |
| industry |
financial services
ⓘ
investment management ⓘ wealth management ⓘ |
| offers |
alternative investments
ⓘ
cash management solutions ⓘ equity investments ⓘ fixed income investments ⓘ lending solutions ⓘ managed investment portfolios ⓘ philanthropic advisory ⓘ |
| parentCompany | Bank of America NERFINISHED ⓘ |
| partOf | Bank of America wealth management segment NERFINISHED ⓘ |
| regulatorJurisdiction | United States financial regulators ⓘ |
| scope | global ⓘ |
| service |
advisory services
ⓘ
brokerage services ⓘ estate planning ⓘ financial planning ⓘ investment advisory ⓘ investment services ⓘ private banking ⓘ retirement planning ⓘ trust services ⓘ |
| targetMarket |
high-net-worth segment
ⓘ
mass affluent segment ⓘ ultra-high-net-worth segment ⓘ |
Referenced by (1)
Full triples — surface form annotated when it differs from this entity's canonical label.