Global Wealth & Investment Management (GWIM) provides comprehensive wealth management to affluent and high-net-worth clients. It also provides retirement and benefit plan services, philanthropic management and asset management to individuals and institutions.
Clients have access to a range of services offered through the following businesses:
BofA Global Capital Management has the experience and resources to meet the diverse needs of cash investors. Individual and institutional investors can benefit from our diverse array of investments, which includes domestic taxable and tax-exempt money market funds, offshore funds, and separately managed accounts for those who require more customized strategies.
Global Wealth and Retirement Solutions includes our Managed Solutions group, Capital Markets Product platform as well as the Investment Management and Guidance and Alternative Investment platform. The division serves our Personal and Plan Sponsor Retirement clients and will include Sales, Product, Relationship Management and Equity Plan solutions.
GWIM Banking is responsible for the overall strategy and direct management of deposit and credit products - from credit cards to sophisticated lending products - across GWIM.
Merrill Lynch Global Wealth Management provides a high-touch client experience through a network of approximately 16,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets.
Private Banking and Investment Group (PBIG) provides tailored solutions to meet the sophisticated needs of ultra high net worth individuals. Clients are served by over 150 Private Wealth Advisor (PWA) teams across the country, along with a team of experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies.
U.S. Trust, Bank of America Private Wealth Management provides comprehensive investment and wealth management solutions to wealthy and ultra-wealthy clients. For more than 200 years, our global perspective, unique team approach and fiduciary platform have differentiated us from other Private Banks. The company has approximately 4,400 associates serving clients in more than 140 offices in 32 states across the country.
Chief Operating Officer, GWIM, creates and drives business & strategic planning across lines of business within GWIM and works outside of GWIM on key cross-organizational strategies and projects.
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