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Merrill, previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City, and once occupied the entire 34 stories of 250 Vesey Street, part of the Brookfield Place complex in Manhattan. Merrill employs over 14,000 financial advisors and manages $2.8 trillion in client assets. The company also operates Merrill Edge, a division for investment and related services, including call center counsultancy.
Psagot Investment House is an Israeli investment firm. Controlled by Rani Zim since 2021, the firm manages assets and capital totalling $24 billion. Psagot is located on Ahad Ha'am Street in Tel Aviv, in close proximity to the Tel Aviv Stock Exchange.
Wealthfront Inc. is an automated investment service firm based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. As of 2022, Wealthfront had $27 billion AUM across 470,000 accounts.
CI Financial is the largest investment management firm by assets under management in Canada. Based in Toronto, Ontario, it offers investment management and wealth management services targeted to high net worth retail investors, as well as brokerage and trading services to portfolio managers and institutional investors. It is considered one of the Big Three investment management companies in Canada, along with Mackenzie Investments and Fiera Capital.
References
- ↑ "Strong Capital Management buys Ziegler's discount brokerage". Journal-Sentinel. August 13, 1999. Retrieved 1 June 2012.
- ↑ "Strong Capital Management launches Israel operation". Globes. May 3, 2003. Retrieved 1 June 2012.
- ↑ "Strong Capital, founder to pay $140M in settlement". USA Today. May 20, 2004. Retrieved 1 June 2012.
- ↑ "Strong, firm to pay $140M in settlement". CNN Money. May 25, 2004. Retrieved 1 June 2012.
- ↑ Wells Fargo press release
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