Custody And Investors’ Services: Sponsored Buyer’s Guide

bank of america merrill lynch


  • 2014: $461.2 billion                                     
  • 2013: $345.2 billion

RATINGS: Moody’s: A2; S&P, Fitch: A                

BY Location: Clients are based throughout North America, EMEA, Latin America and Asia Pacific regions.  
By Investor Type: Fund managers, corporations, insurance companies, financial institutions, healthcare institutions, not-for-profits, foundations, endowments, public/government agencies, partnerships and foreign entities.

NUMBER OF COUNTRIES SERVED: 85+ markets including direct participants at DTCC, Federal Reserve, Euroclear and Crest.

CLIENT SERVICE DIFFERENTIATORS: Global Custody Services is aligned with the Global Markets Business of Bank of America Merrill Lynch and is built on our global securities operations and technology architecture, which services $2.5 tn of client assets with significant daily volume, to provide you with the benefit of our firm’s expertise, efficiency, and scale. Our client service representatives provide hands-on service, offering an end-to-end suite of solutions for clients’ securities and cash custody needs backed by our extensive global custody network.

PRODUCT DEVELOPMENTS: Current developments include a focus on expanding our tax service and straight-through FX capabilities while continuing to develop our global custody network and reporting capabilities.

INNOVATIVE TECHNOLOGY: Our award winning CashPro® Online and Mercury™ portals put state-of-the-art reporting and instruction tools in your hands, giving clients a holistic view of their business across both custody and other services such as Cash Management, FX, and Prime Brokerage. Our commitment to innovation is highlighted by our recent additions to increase portal functionality for fund orders, cash and security position blotters, highly-customizable reports, and approval workflows.

OUTLOOK: Bank of America Merrill Lynch is committed to providing a robust and comprehensive custody service to its clients. Through innovation and investment, including a focus on risk reduction and regulatory changes, our global custody offering helps clients become more proactive and efficient at managing their assets.

Kevin O’Connor, MD, Product Sales Global Custody & Agency Services

Kevin O’Connor, MD.
Product Sales Global Custody & Agency Services

Bank of America Tower
One Bryant Park, New York, NY  10036

T: +1 646 855 1841


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