Global Wealth Management

Global Wealth Management Merrill Lynch's Global Wealth Management (GWM) group is one of the leading providers of a broad range of both proprietary and third-party wealth management products and services globally to individuals, small- and mid-size businesses and employee benefit plans.

GWM is comprised of two business divisions - Americas Wealth Management and Global Investment & Wealth Management.

Americas Wealth Management Merrill Lynch's Americas Wealth Management (AWM) group provides advice-based wealth management services and products to individual clients and businesses. The AWM business model is based on our network of more than 16,700 Financial Advisors (FAs) in approximately 750 offices around the world, and the one-to-one relationships they develop with their clients.

Every aspect of a client's financial life is considered, enabling Financial Advisors to become essential partners to their clients and provide customized financial strategies and wealth management advice, products and services.

AWM serves the myriad needs of high-net-worth individuals and small- and mid-sized business owners. Nearly two-thirds of assets under management come from relationships with clients who have investable assets of $1 million or more. We also serve thousands of individuals through employee retirement plans administered and managed on behalf of corporations.

Providing support for Financial Advisors is the role of AWM's five core functional areas: global banking, marketing, investment & wealth management, retirement and direct services. They deliver innovative products and services for clients and marketing assistance for Financial Advisors.

The ability to leverage technology and provide an open architecture platform for our Financial Advisors enables them to draw on an unmatched breadth of products and services - both proprietary and nonproprietary. Delivering best-in-class solutions is critical, to both our clients' and our success.

Total Merrill SM
Total MerrillSM captures in a single phrase what our financial advisors do every day - integrate guidance with our unsurpassed range of products and services to provide clients with a lifetime of solutions based on their total financial picture. Solutions that go well beyond investments. In doing so, our financial advisors redefine the client relationship in a way that can't be easily duplicated.

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Global Investment & Wealth Management Merrill Lynch's Global Investment & Wealth Management (GIWM) group includes our interests in businesses that create and manage wealth management products for individual investors and small businesses, such as:

  • A business that creates and manages hedge fund and other alternative investment products for GWM's clients. Unlike traditional investments such as mutual funds, whose performance is largely dependent on the direction of the broader market, many alternative investment strategies seek positive returns in any market or economic environment. Merrill Lynch's alternative investment business offers a range of investment choices to GWM clients, including offering qualified high-net-worth clients access to a wide range of hedge fund strategies.
  • Merrill Lynch's ownership positions in investment management companies, including BlackRock (NYSE: BLK). BlackRock is one of the world's largest publicly traded investment management firms with more than $1 trillion in assets under management. BlackRock manages assets on behalf of institutions and individuals worldwide through a variety of equity, fixed income, cash management, and alternative investment products. Merrill Lynch owns approximately half of BlackRock.

More informationContact GWM or read more about our products and services in the U.S. and worldwide.

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Private Banking and Investment Group
The Private Banking and Investment Group at Merrill Lynch is dedicated to helping its clients achieve uncommon goals. Our highly qualified Private Wealth Advisors partner with clients to help them manage the unique challenges that come with wealth, aligning the full spectrum of Merrill Lynch’s resources with the personal attention of an exclusive boutique. Whether a client’s objectives include turning investment risk into opportunity, growing a business, furthering worthy causes through charitable giving or planning a family legacy, Private Wealth Advisors bring a sophisticated custom approach to wealth management, offering unique solutions that are as ambitious—and personal—as each investor’s vision.

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First Republic Bank
First Republic Bank, a division of Merrill Lynch Bank & Trust, Co., FSB, in the Global Bank Group, represents a distinctive model in private banking and wealth management. With a sharp focus on extraordinary, personalized service, First Republic addresses the needs of its private banking clientele with products that are flexibly delivered in a timely manner. Services include private banking, private business banking, real estate lending, wealth management, and trust services delivered through a team of highly-experienced financial professionals.

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International
Merrill Lynch Global Private Client is dedicated to serving the needs of investors outside of the United States. Our products and services include Advice and Market Intelligence, Professional Money Management, Investments, Wealth Protection, Cross-Border Solutions, Banking and Cash Management and Tracking Progress.

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Performance

  • Barron's Best 100 Brokers, 2008
  • Barron's Top Wealth Managers in the U.S., 2007
  • Barron's Number 1 Wealth Manager in the U.S., 2008
  • Private Banker International's Outstanding Global Private Bank, 2007
  • Global Finance's Global Equity House of the Year, 2007

Read about our other global business:
  Global Markets & Investment Banking Group 

Some or all alternative investments may not be suitable for certain investors. Alternative Investments are speculative and involve a high degree of risk. An investor could lose all or a substantial amount of his or her investment. There is no secondary market nor is one expected to develop and there may be restrictions on transferring fund investments. Alternative investments may be leveraged and performance may be volatile. Alternative investments have high fees and expenses that reduce returns and are generally subject to less regulation than the public markets.