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Wealth Tech Awards 2021
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
Global Private Banking Awards 2020
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 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 may also draw upon the guidance of highly-credentialed wealth strategists 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 broad range of resources from Bank of America.
1 Bank of America Private Bank and Merrill were awarded the Professional Wealth Management Wealth Tech Award for “Best Use of Technology" and “Best Use of Technology for Client Acquisition," both in North America. The judging criteria is based on institutional key achievements, changes or improvements in relation to how technology is transforming business models and contributing to drive growth, support advisers, enhance brand and improve client experience. A judging panel composed of leading industry professionals will nominate the best private banks, regardless of size, in different categories. Rankings and recognition from the Financial Times are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
