Merrill Launches Ultra-High-Net-Worth Advisory Group
Merrill Launches Ultra-High-Net-Worth Advisory Group
NEW YORK, NY – Today, Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive wealth and investment solutions to UHNW clients and connect them to Bank of America's breadth of capabilities.
紐約州紐約——今天，美林财富管理宣佈成立其超高淨值（UHNW）諮詢小組，該小組由超過25名美林專家組成，他們將與顧問合作，爲超高淨值客戶提供全面的財富和投資解決方案，並將他們與美國銀行的廣泛能力聯繫起來。
This Group will help advisors deliver personalized portfolios through custom asset allocation, multi-asset portfolio construction, traditional and alternative investment manager selection, and other bespoke investment solutions to address clients' unique financial circumstances. The specialists will also serve as a single point of contact for advisors to identify opportunities to offer the full breadth of the firm's capabilities to address UHNW clients' complex needs, including: Bank of America's custom lending, Bank of America Private Bank's trust & estate services, philanthropy, art services, family office solutions and more.
該小組將通過自定義資產配置、多資產投資組合構建、傳統和另類投資經理選擇以及其他定製的投資解決方案，幫助顧問提供個性化的投資組合，以應對客戶的獨特財務狀況。這些專家還將作爲顧問的單一聯繫人，尋找機會，提供公司的全部能力，以滿足超高淨值客戶的複雜需求，包括：美國銀行的定製貸款、美國銀行私人銀行的信託和遺產服務、慈善事業、藝術服務、家族辦公室解決方案等。
In addition to his role as Head of Capital Markets Investor Solutions for Merrill, Rob Romano, has been appointed to lead the new group. He will report to Brian Partridge, Head of Investment Solutions Group Specialists, who oversees a multi-discipline team providing investment education and implementation ideas to Merrill and Bank of America Private Bank advisors and clients.
除了擔任美林資本市場投資者解決方案主管外，羅布·羅曼諾還被任命領導新集團。他將向投資解決方案組專家負責人布萊恩·帕特里奇彙報，後者負責監督一個多學科團隊，爲美林和美國銀行私人銀行的顧問和客戶提供投資教育和實施建議。
"Rapid wealth creation, more intricate financial situations and the importance of generational wealth transfer is creating a need for more advanced guidance for our UHNW clients' wealth management needs," said Romano. "Comprised of investment experts and partnering across the firm to deliver holistic guidance on the issues that matter for UHNW families, this team will be an added resource and tailored support to advisors' and their client relationships."
羅曼諾說：「快速創造財富、更復雜的財務狀況以及代際財富轉移的重要性，使得我們需要爲超高淨值客戶的财富管理需求提供更高級的指導。」「該團隊由投資專家組成，全公司通力合作，就對超高淨值家庭至關重要的問題提供全面指導，將爲顧問及其客戶關係提供額外資源和量身定製的支持。」
"UHNW clients are an evolving and growing client base for Merrill," said Partridge. "The establishment of a dedicated group to better support ultra-high-net-worth client engagement is the latest example of how we are supporting our advisors as they serve clients and grow their businesses."
帕特里奇說：「超高淨值客戶是美林不斷髮展和增長的客戶群。」「成立專門小組以更好地支持超高淨值客戶的參與是我們如何支持顧問爲客戶提供服務和發展業務的最新例子。」
Bank of America
美國銀行
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 58 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
美國銀行是世界領先的金融機構之一，爲個人消費者、中小型市場企業和大型企業提供全方位的銀行、投資、資產管理及其他金融和風險管理產品和服務。該公司在美國提供無與倫比的便利，爲約6900萬名消費者和小型企業客戶提供服務，擁有約3,700個零售金融中心、大約15,000台自動櫃員機（自動櫃員機）和屢獲殊榮的數字銀行，擁有約5800萬名經過驗證的數字用戶。美國銀行是财富管理、企業和投資銀行以及各種資產類別交易領域的全球領導者，爲世界各地的企業、政府、機構和個人提供服務。美國銀行通過一系列創新、易於使用的在線產品和服務，爲大約400萬個小型企業家庭提供行業領先的支持。該公司通過在美國、其領土和超過35個國家的業務爲客戶提供服務。美國銀行公司的股票在紐約證券交易所（紐約證券交易所代碼：BAC）上市。
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
銀行產品由美國銀行和附屬銀行、聯邦存款保險公司成員和美國銀行公司的全資子公司提供。
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
投資解決方案集團（ISG）將美林和美國銀行私人銀行的顧問和客戶與廣泛的投資解決方案、能力和專業支持聯繫起來。該集團的核心產品包括：美林證券投資顧問計劃（IAP）、另類投資、資本市場、個人退休和傳統投資。
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
美林、皮爾斯、芬納和史密斯公司（也稱爲 「MLPF&S」 或 「美林」）提供某些由美國銀行公司（「美銀公司」）附屬公司贊助、管理、分銷或提供的投資產品。MLPF&S是一家註冊經紀交易商、註冊投資顧問、SIPC成員和美銀公司的全資子公司
Investment products:
投資產品：
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
聯邦存款保險公司沒有保險嗎 |
沒有銀行擔保 |
可能會失去價值 |
Reporters may contact:
記者可以聯繫：
Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com
朱莉婭·埃倫菲爾德，美國銀行
電話：1.646.855.3267
julia.ehrenfeld@bofa.com
NEW YORK, NY – Today, Merrill Wealth Management announced the launch of its Ultra-High-Net-Worth (UHNW) Advisory Group, a team of more than 25 Merrill specialists who will partner with advisors to deliver comprehensive wealth and investment solutions to UHNW clients and connect them to Bank of America's breadth of capabilities.
紐約州紐約——今天，美林财富管理宣佈成立其超高淨值（UHNW）諮詢小組，該小組由超過25名美林專家組成，他們將與顧問合作，爲超高淨值客戶提供全面的財富和投資解決方案，並將他們與美國銀行的廣泛能力聯繫起來。
This Group will help advisors deliver personalized portfolios through custom asset allocation, multi-asset portfolio construction, traditional and alternative investment manager selection, and other bespoke investment solutions to address clients' unique financial circumstances. The specialists will also serve as a single point of contact for advisors to identify opportunities to offer the full breadth of the firm's capabilities to address UHNW clients' complex needs, including: Bank of America's custom lending, Bank of America Private Bank's trust & estate services, philanthropy, art services, family office solutions and more.
該小組將通過自定義資產配置、多資產投資組合構建、傳統和另類投資經理選擇以及其他定製的投資解決方案，幫助顧問提供個性化的投資組合，以應對客戶的獨特財務狀況。這些專家還將作爲顧問的單一聯繫人，尋找機會，提供公司的全部能力，以滿足超高淨值客戶的複雜需求，包括：美國銀行的定製貸款、美國銀行私人銀行的信託和遺產服務、慈善事業、藝術服務、家族辦公室解決方案等。
In addition to his role as Head of Capital Markets Investor Solutions for Merrill, Rob Romano, has been appointed to lead the new group. He will report to Brian Partridge, Head of Investment Solutions Group Specialists, who oversees a multi-discipline team providing investment education and implementation ideas to Merrill and Bank of America Private Bank advisors and clients.
除了擔任美林資本市場投資者解決方案主管外，羅布·羅曼諾還被任命領導新集團。他將向投資解決方案組專家負責人布萊恩·帕特里奇彙報，後者負責監督一個多學科團隊，爲美林和美國銀行私人銀行的顧問和客戶提供投資教育和實施建議。
"Rapid wealth creation, more intricate financial situations and the importance of generational wealth transfer is creating a need for more advanced guidance for our UHNW clients' wealth management needs," said Romano. "Comprised of investment experts and partnering across the firm to deliver holistic guidance on the issues that matter for UHNW families, this team will be an added resource and tailored support to advisors' and their client relationships."
羅曼諾說：「快速創造財富、更復雜的財務狀況以及代際財富轉移的重要性，使得我們需要爲超高淨值客戶的财富管理需求提供更高級的指導。」「該團隊由投資專家組成，全公司通力合作，就對超高淨值家庭至關重要的問題提供全面指導，將爲顧問及其客戶關係提供額外資源和量身定製的支持。」
"UHNW clients are an evolving and growing client base for Merrill," said Partridge. "The establishment of a dedicated group to better support ultra-high-net-worth client engagement is the latest example of how we are supporting our advisors as they serve clients and grow their businesses."
帕特里奇說：「超高淨值客戶是美林不斷髮展和增長的客戶群。」「成立專門小組以更好地支持超高淨值客戶的參與是我們如何支持顧問爲客戶提供服務和發展業務的最新例子。」
Bank of America
美國銀行
Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,700 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 58 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
美國銀行是世界領先的金融機構之一，爲個人消費者、中小型市場企業和大型企業提供全方位的銀行、投資、資產管理及其他金融和風險管理產品和服務。該公司在美國提供無與倫比的便利，爲約6900萬名消費者和小型企業客戶提供服務，擁有約3,700個零售金融中心、大約15,000台自動櫃員機（自動櫃員機）和屢獲殊榮的數字銀行，擁有約5800萬名經過驗證的數字用戶。美國銀行是财富管理、企業和投資銀行以及各種資產類別交易領域的全球領導者，爲世界各地的企業、政府、機構和個人提供服務。美國銀行通過一系列創新、易於使用的在線產品和服務，爲大約400萬個小型企業家庭提供行業領先的支持。該公司通過在美國、其領土和超過35個國家的業務爲客戶提供服務。美國銀行公司的股票在紐約證券交易所（紐約證券交易所代碼：BAC）上市。
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
銀行產品由美國銀行和附屬銀行、聯邦存款保險公司成員和美國銀行公司的全資子公司提供。
The Investment Solutions Group (ISG) connects Merrill and Bank of America Private Bank advisors and clients to a broad range of investment solution, capabilities and specialized support. This Group's core offering includes: Merrill Lynch Investment Advisor Program (IAP), Alternative Investments, Capital Markets, Personal Retirement and Traditional Investments.
投資解決方案集團（ISG）將美林和美國銀行私人銀行的顧問和客戶與廣泛的投資解決方案、能力和專業支持聯繫起來。該集團的核心產品包括：美林證券投資顧問計劃（IAP）、另類投資、資本市場、個人退休和傳統投資。
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
美林、皮爾斯、芬納和史密斯公司（也稱爲 「MLPF&S」 或 「美林」）提供某些由美國銀行公司（「美銀公司」）附屬公司贊助、管理、分銷或提供的投資產品。MLPF&S是一家註冊經紀交易商、註冊投資顧問、SIPC成員和美銀公司的全資子公司
Investment products:
投資產品：
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
聯邦存款保險公司沒有保險嗎 |
沒有銀行擔保 |
可能會失去價值 |
Reporters may contact:
記者可以聯繫：
Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com
朱莉婭·埃倫菲爾德，美國銀行
電話：1.646.855.3267
julia.ehrenfeld@bofa.com
譯文內容由第三人軟體翻譯。
