Bank of America Private Bank was awarded Best Client Communication Solution or Tool together with Merrill Wealth Management by WealthBriefing. The WealthBriefing WealthTech Americas Awards program recognizes wealth tech companies servicing the North American and Latin American family office and wealth management industry.²⁰

Bank of America Private Bank recognized by Celent for best Holistic Wealth Management in conjunction with Merrill Wealth Management. The Celent Model Wealth Manager awards recognize recognizes best practices in utilizing technology to provide comprehensive and integrated financial solutions to clients, ensuring financial well-being across all aspects of their lives.¹⁹

Bank of America Private Bank was awarded 2025 Euromoney Private Banking awards for Best for Philanthropic Advisory and Best for Family Office Services in both the U.S. and North America. Euromoney has been recognizing the best in private banking and wealth management across the globe through the Private Banking and Wealth Management Survey for 20 years.¹⁸

¹⁷ Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders. The editors also use information from entries submitted by banks, in addition to independent research, to evaluate a series of objective and subjective factors. This year’s ratings were based on performance during the period covering July 1, 2023, through June 30, 2024. Rankings and recognition from Global Finance is 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.

¹⁸ Euromoney Private Banking award winners were selected based on written entries from leading private banking and wealth management institutions showcasing their achievements, innovations and performance over the 12 month award period. Country awards are decided by an in-house panel. Entries for our regional and global private banking awards are assessed by an external judging panel. Rankings and recognition from Euromoney is 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.

¹⁹  Celent Model Wealth Manager awards are available to all wealth managers, for Any IT related initiative, regardless of the date when it was executed. Celent selects winners for the Model Wealth Manager awards based on three criteria: measurable business benefits, degree of innovation, technology or implementation excellence. Rankings and recognition from Celent 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.

²⁰  The WealthBriefing WealthTech Americas Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. Rankings and recognition from The WealthBriefing WealthTech awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

²¹  Criteria was based on firms or individuals dominating in a philanthropic or educational effort with positive impact towards the sector during a 12-month period: August 1, 2023, through July 31, 2024. The winner was recognized by clear evidence of the positive impact and with testimonials from those impacted and/or industry leaders.

²²  For the Pensions & Investments rankings, survey participants were asked to report all data as of March 31, 2025; to report assets in U.S. dollars rounded to the nearest million; and to exclude master trust/custody, global custody and assets under administration only from all answers. For U.S. institutional OCIO, 39 firms reported AUM for endowments and 39 for foundations (the print rankings only list the top 10 for each). Rankings and recognition from Pensions & Investments is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

²³ The Wealth For Good Awards are part of a global program run by ClearView Financial Media and its sister publication WealthBriefing. Private Banks from around the world are invited to submit an entry demonstrating their commitment to and preeminence in the crucially important areas of ESG, impact, diversity, and inclusion. The judges consist of custodian banks, family offices and advisors/consultants to the sector. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

²⁴  The Family Wealth Report Awards are part of a global program run by ClearView Financial Media and its sister publications WealthBriefing and WealthBriefingAsia. There are more than forty judges coming from family offices, private banks, trusted advisers, consultants, and other service providers each of whom has in-depth knowledge and a broad experience. Rankings and recognition from The Family Wealth Report is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

²⁵  Winners were selected based on written entries from leading private banking institutions highlighting key achievements, changes, or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. The judging process is conducted by a panel and composed of industry professionals based in North America, Asia, and Europe. Rankings and recognition from PWM Wealth Tech Awards 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.

²⁶ Winners were selected based on written entries from leading private banking institutions highlighting key achievements, changes, or improvements in relation to how technology is transforming their business models and contributing to drive growth, support advisers, enhance brand and improve client experience. The judging process is conducted by a panel and composed of industry professionals based in North America, Asia, and Europe. Rankings and recognition from PWM Wealth Tech Awards 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.

²⁷  Winners of Digital Banker CX awards are selected by an impartial panel of judges who will undertake a rigorous audit type process to carefully select the winners. Digital Banker uses a proprietary, numerical & qualitative scoring methodology which is applied to all submissions and augmented by assessment in: Innovation, Engagement, Personalization and User Experience keeping the focus on the broader digital ecosystem the institution has built to date. Rankings and recognition from the Digital Banker awards is no guarantee of future investment success, does not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.

Bank of America Private Bank was recognized by Global Private Banker for Best Private Bank (United States), Best Private Bank for Digital Innovation, Best Family Office Offering, and for Excellence in Philanthropy Services by Private Bank. The Global Private Banking Innovation¹⁴ awards celebrate Private Banks, Family Offices and Wealth Managers for their advisory, unbiased research, bespoke solutions, and client experience.

Bank of America Private Bank was awarded Best National Private Bank, Family Office Solution, and Outsourced CIO by The Family Wealth Report.¹³ The annual Family Wealth Report Awards program recognizes the most innovative and exceptional firms, teams and individuals serving the family office, family wealth and trusted advisor communities in North America.

Bank of America Private Bank was awarded 2024 Euromoney Private Banking awards for Best for Philanthropic Advisory and Best for Next Gen in both the U.S. and North America. Euromoney has been recognizing the best in private banking and wealth management across the globe through the Private Banking and Wealth Management Survey for 20 years.¹²