New investment-manager model portfolios offer clients more choice and flexibility, with guidance from the company’s chief investment office.
Bank of America adds 40 model portfolios to Merrill Lynch Investment advisory program
November 16, 2019 by
Merrill Lynch trims divisions in executive shakeup
April 9, 2017 by
Don Plaus will lead Merrill Lynch's elite Private Banking & Investment Group, which caters to wealthy clients. He'll also oversee the firm's international business, according to news site On Wall Street.
BofA Merrill: 2017 shaping up as year of the active investor
December 12, 2016 by
“If investors choose asset classes, sectors and stocks carefully, they can meaningfully outperform the market," says BofA Merrill's Candace Browning. "2017 could be the year of the active investor.”
Thiel to step aside at Merrill Lynch Wealth Management
October 13, 2016 by
Andy Sieg, current head of Merrill's Global Wealth and Retirement Solutions division, will succeed John Thiel as head of Merrill Lynch Wealth Management, effective January 1, 2017. Thiel will still serve as vice chairman of ML Global Wealth and Investment Management.
Two more ex-Merrill advisors launch independent boutique firm
September 14, 2016 by
The principals of the newly launched Coral Gables-based Maximai Investment Partners were said to run client books worth a combined USD 550 million.
Deutsche’s Latin America CEO to step aside as Grelle is promoted
May 26, 2016 by
Bernardo Parnes, chief executive officer of Latin America operations at Deutsche Bank AG, is planning to leave the firm, handing off oversight of the Brazil unit to Renato Grelle.
Snowden Lane plucks two more Merrill advisors for budding NRC team
March 7, 2016 by
Snowden Lane Partners' non-resident-client business is staffed almost entirely by ex-Merrill Lynch personnel, as the latter firm has undergone a restructuring.
Citibank wealth advisor joins Merrill’s UNHW strategic advisory group
January 21, 2016 by
Fabio Concesi joined Merrill's Lynch’s Strategic Wealth Advisory Group to help clients with USD 10 million or more with their estate planning and other wealth planning.
Merrill Lynch installs ex-Fiduciary Trust CEO in Coral Gables office
January 11, 2016 by
Teresa Valdés-Fauli Weintraub left Fiduciary Trust International of the South, an investment-management and private-wealth firm owned by Franklin Templeton, to join Merrill Lynch as a managing director at its Coral Gables office.
BofA Merrill: Weakening outlook for global economy amid China fears
August 22, 2015 by
“Investors are sending a clear message that they are positioned for lower growth in China and emerging markets,” said Michael Hartnett, chief investment strategist at BofA Merrill Lynch Global Research.
