Merrill Lynch为价值1 0M+的客户成立了一个新的咨询小组,目的是加强为超富裕者提供的服务。 Merrill Lynch launches a new advisory group for clients worth $10M+, aiming to boost services for the ultra-wealthy.
美国银行旗下美林银行成立了一个新的超高净值咨询小组, Merrill Lynch, part of Bank of America, launched a new Ultra-High-Net-Worth Advisory Group with 25 experts to serve clients worth $10 million or more. 该小组将协助提供专门服务,如投资组合、地产规划和慈善事业。 This group will assist with specialized services like investment portfolios, estate planning, and philanthropy. 去年梅里尔的UHNW客户人数翻了一番, 突显出大银行之间在财富管理方面的竞争日益激烈。 The initiative follows a doubling in Merrill's UHNW clients over the last year, highlighting growing competition in wealth management among large banks.