Wealth management bank in recent disclosures
In recent disclosures, wealth management banks reported notable increase in ESG-compliant portfolios, aligning with shifting institutional mandate preferences, which can further attract sustainable investment flows. US Bank Wealth Management president Scott Ford said: “Jodi’s strong background in wealth management, along with her experience in both consumer and commercial banking, will help us deepen our relationships with clients and grow our business. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as âMLPF&Sâ or âMerrillâ) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (âBofA Corp.â). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC  and a wholly owned subsidiary of BofA Corp. Quarterly filings show wealth management banks collectively increased assets under management by $120 billion in Q
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