As a global leader in the investment management business, our philosophy is to build a true, meaningful partnership with our clients.
Client Focused – By combining our three pillars of wealth management, we aim to give our clients peace of mind for a secure financial future by constructing personalised client portfolios and seeking to add value at every stage of the investment process.
Independent – While we have significant in-house expertise, we are free to invest with any investment management firm, to ensure that we are working in the best interests of our clients.
Investment Leadership – Our award-winning* performance is achieved by our investment conviction and belief in our research and views. Our understanding and analysis of our clients' attitude towards risk and return combined with sophisticated portfolio construction techniques, enables us to optimise investor experience. In addition, we always look to maximise the tax efficiency of our investments for the individual.
Access – Merrill Lynch has access to an unrivalled range of world-class products and services for the benefit of its clients. We are able to access some of the worlds leading alternative investments, such as hedge funds, property, commodities, infrastructure and, where appropriate, private equity.**
Award-winning - in 2007 Merrill Lynch received awards at the annual Private Asset Managers (PAM) Awards ceremony for best in Overall Service Quality – High Net Worth, Investment Performance – Balanced Portfolios and Investment Performance – Income Portfolios*
For further information on Merrill Lynch & Co., Inc. visit www.ml.com
*Private Asset Managers (PAM) Awards was established in 1998, the annual PAM Awards honour the top private asset managers of High Net Worth client portfolios of £1 million or over in the UK and offshore markets.
**These products may not be suitable for all clients
