Bank of America Wealth Management

Overview

Bank of America Wealth Management (BoAWM) is the wealth management arm of Bank of America and offers a wide range of advisory and planning solutions related to wealth management. It offers comprehensive research and insights, family office solutions, investment and asset management planning and advisory, philanthropy, cash management, business transition, and wealth transfer. The bank also offers impact investing, employee benefits program, foundation solutions, and cash and liquidity administration. It serves high net-worth individuals, wealthy families, corporate, and institutional clients through branch offices, online portals, and relationship managers. The bank operates in the Americas, Europe, Asia-Pacific, and Middle-East and Africa. BoAWM is headquartered in Charlotte, North Carolina, the US.
Key Stats
Address
100 North Tryon Street, Bank Of America Corporate Center, Charlotte, North Carolina
Headquarters

United States of America

Contact

1 704 3865681

No of Employees

20,586

Industry

Financial Services

Peer Comparison

Key Parameters Bank of America Wealth ManagementMorgan Stanley Wealth ManagementUBS Wealth ManagementJ.P. Morgan Private Bank
Key Information
Headquarters United States of America United States of America Switzerland United States of America
Headquarter City Charlotte New York City Zurich New York City
Headquarter State/Province North Carolina New York Zurich New York
No. of Employees 20,586 - 22,674 -
Entity Type Private Private Private Private

Products & Services

BoAWM is a provider of wealth management and private banking solutions. Key services offered by the bank include the following:

Products
Services
  • Stock Research
  • Option Research
  • ETF Research
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Employees

Name Position Board Since Age Biography
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History

Year Event Description
2020 Contracts/Agreements In February, the company and JetBlue Airways entered into an agreement to implement an accelerated…
2018 New Products/Services In January, the bank entered into a strategic collaboration with PayPal to launch global digital…
2018 New Products/Services In February, the bank launched Merrill Edge Streamlines Portfolio Analysis and Performance review for its…
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Locations


U.S. Trust, Bank of America Private Wealth Management

Address

114 West 47th Street, New York City
United States of America

Telephone

1 800 8787878

Website

www.privatebank.bankofamerica.com

Deals

Number of Deals
Deal Value (US$ m)

Latest Deals

Announced Date Headline Deal Type Acquirers / Investors / Surviving Entity Issuer / partner / Target
16 Sep 2016 Cimarron Bend Wind Holdings Completes Tax Equity Financing of USD500 Million for Cimarron Bend Wind Project in Kansas, US Asset Transaction MetLife Inc; Bank of America Wealth Management; Cimarron Bend Wind Holdings LLC; JPMorgan Chase & Co
08 Feb 2016 EDF Renewable Energy Completes Tax Equity Financing for Roosevelt and Milo Wind Farms in New Mexico, US Asset Transaction Allianz Capital Partners GmbH; EDF Renewables Inc; Bank of America Wealth Management
04 Feb 2016 ACCIONA Energia Completes Tax Equity Financing for San Roman Wind Farm in Texas, US Asset Transaction Acciona Energia SA; Bank of America Wealth Management
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25 Sep 2014 Lorem ipsum dolor sit amet, consectetur adipiscing elit Eiusmod Tempor Exercitation cillum velit