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A thoughtful and thorough approach

While working with your private client advisor, your core team may also include a private client manager, a portfolio manager and/or a trust officer. Depending on your situation, they can also draw upon the guidance of a highly-credentialed wealth strategist and specialists for a broad-based view of your finances.

Power behind your goals

Whether it’s evolving markets, the growing complexity of the financial landscape or changing regulatory environments, we’re here to help. You will have access to the wide range of resources from Bank of America.

Award Winning Service and Solutions

PWM the banker global private banking awards 2021

Bank of America Private Bank has been recognized as Best Private Bank in the U.S. for Customer ServiceBest Private Bank in the U.S. for Succession Planning and Highly Commended for Best Private Bank for Diversity and Inclusion by Professional Wealth Management (PWM), a Financial Times trade publication.​3

Global Private Banking logo

Bank of America Private Bank Named Best Private Bank in North America by Global Private Banker: Bank of America Private Bank, has been recognized by The Digital Banker’s 2021 Global Private Banking Innovation Awards.2 These awards recognize the world’s best private banks, wealth managers and asset managers for championing innovation across the industry.  Bank of America Private Bank was named “Best Private Bank in North America” for its extensive resources and expertise in serving the complex financial needs of high net worth individuals and families.

PWM wealth tech awards 2021 Best Private Bank for use of Technology, North America
PWM wealth tech awards 2021 Best Private Bank for client acquisition, North America

Professional Wealth Management (PWM)'s Wealth Tech Award for Best Private Bank for Use of Technology (North America) and Best Private Bank for Client Acquisition (North America): Bank of America Private Bank and Merrill Lynch Wealth Management have been recognized by PWM, a Financial Times publication, for digital transformation across the wealth platform, as well as solutions for advisors to leverage digital and social channels to build their digital presence.1

Best Private bank in North America for Customer service award
Best Private Bank for Philanthropy Services award

Bank of America Private Bank has been recognized  as Best Private Bank in North America for Customer Service and Best Private Bank for Philanthropy Services (globally) by Professional Wealth Management (PWM), a Financial Times trade publication. PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus.

A Tradition of Supporting Client Needs

Key insights

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