29 Banking Firms in Wealth Management

Headquartered in Charlotte, N.C., Bank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset...

The Bank of New York Mellon, commonly known as BNY Mellon, began its journey over 230 years ago, with the United States’ first Secretary of the Treasury Alexander Hamilton leading the way. Originally established by Hamilton as the Bank of New...

BlackRock was founded in 1988 by a group of eight people. Since then, the company has made a series of key business acquisitions and become one of the most trusted asset management firms in the world. In 1999, BlackRock began offering Aladdin,...

Credit Suisse Group is one of the world’s largest financial services providers. It offers clients expertise in the areas of private banking, investment banking, and asset management. The bank serves its clients through three regionally focused...

Deutsche Bank has a global footprint, with particular strength in Europe and its homeland of Germany. With roots that date back to 1870, Deutsche Bank made its first major bank acquisition outside of Germany in 1986, purchasing Banca d'America e...

Goldman Sachs provides a wide range of investment banking, securities, and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and individuals. Widely...

J.P. Morgan is the investment banking unit of global financial services behemoth JPMorgan Chase & Co., which as $3.8 trillion in assets and more than 250,000 employees. JPMorgan Chase is the product of the 2000 merger between J.P. Morgan...

J.P. Morgan Asset Management is the investment management arm of NYC-based JPMorgan Chase, a global bank that’s the result of over 200 years of mergers and acquisitions. JPMorgan Chase’s current iteration was formed between 1996 and 2008 when...

New York-headquartered investment banking giant Morgan Stanley is divided into three main businesses: Institutional Securities, Investment Management, and Wealth Management. Institutional Securities includes M&A advisory, restructuring, real...