The Bank of America Corporation is an American multinational investment bank and financial services holding company headquartered at the Bank of America Corporate Center in Charlotte, North Carolina, with investment banking and auxiliary headquarters in Manhattan. The bank was founded by the merger of NationsBank and Bank of America in 1998. It is the second-largest banking institution in the United States and the second-largest bank in the world by market capitalization, both after JPMorgan Chase. Bank of America is one of the Big Four banking institutions of the United States. It serves approximately 10.73% of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management and investment banking.
Swiss Bank Corporation was a Swiss investment bank and financial services company located in Switzerland. Prior to its merger, the bank was the third largest in Switzerland, with over CHF 300 billion of assets and CHF 11.7 billion of equity.
Credit Suisse is a global investment bank and financial services firm founded and based in Switzerland as a standalone firm but now a subsidiary of UBS. According to UBS, eventually Credit Suisse will be fully integrated into UBS but while the integration is not complete both banks are operating separately. Headquartered in Zürich, as a standalone firm it maintained offices in all major financial centers around the world and provided services in investment banking, private banking, asset management, and shared services. It was known for strict bank–client confidentiality and banking secrecy. The Financial Stability Board considered it to be a global systemically important bank. Credit Suisse was also a primary dealer and Forex counterparty of the Federal Reserve in the United States.
Credit Suisse First Boston is the investment banking affiliate of Credit Suisse headquartered in New York.
A. G. Becker & Co. was an investment bank based in Chicago, Illinois, United States.
Donaldson, Lufkin & Jenrette (DLJ) was a U.S. investment bank founded by William H. Donaldson, Richard Jenrette, and Dan Lufkin in 1959. Its businesses included securities underwriting; sales and trading; investment and merchant banking; financial advisory services; investment research; venture capital; correspondent brokerage services; online, interactive brokerage services; and asset management.
The First Boston Corporation was a New York–based bulge bracket investment bank, founded in 1932 and acquired by Credit Suisse in 1988. After the acquisition, it operated as an independent investment bank known as CS First Boston until 2006, when the company was fully integrated into Credit Suisse. In 2022, Credit Suisse revived the "First Boston" brand as part of an effort to spin out the business.
Merrill Lynch & Co., formally Merrill Lynch, Pierce, Fenner & Smith Incorporated, was a publicly-traded American investment bank that existed independently from 1914 until January 2009 before being acquired by Bank of America and rolled into BofA Securities.
S. G. Warburg & Co. was a London-based investment bank. It was listed on the London Stock Exchange and was once a constituent of the FTSE 100 Index. The firm was acquired by the Swiss Bank Corporation in 1995 and ultimately became a part of UBS.
David Campbell Mulford is an American diplomat who served as the United States Ambassador to India from February 23, 2004 to January 15, 2009, and served as Vice-Chairman International of Credit Suisse from 2009 to 2016. He is currently a distinguished visiting fellow at the Hoover Institution, focusing on research, writing, and activities related to global economic integration, including the legal and political environments of trade agreements and their management. He also concentrates his efforts on economic growth in the Indian subcontinent and the trend of receding globalization in developed economies.
G.H. Walker & Co. was an investment banking and brokerage firm founded in 1900 by George Herbert Walker, grandfather and great-grandfather of Presidents George Herbert Walker Bush and George Walker Bush, and located at 1 Wall Street.
Robert L. Genillard was a Swiss businessman. His activities spanned both the fields of finance and industry. After graduate studies in economics and finance, he started a financial career in New York City. In 1954, he joined White Weld & Co., one of the oldest and leading American investment banking firms, acquired by Merrill Lynch in 1977. He became a general partner of White, Weld & Co. in 1958 and a member of its management committee in 1964. He moved to Europe to establish in the early 1960s, as chairman and chief executive, the firm of Credit Suisse White Weld which was to become Credit Suisse First Boston.
Bank Leu AG was a Swiss private bank that existed from 1755 to 2007. Headquartered in Zürich, it was a subsidiary of Credit Suisse from 1990. In 2007, it was merged with that company's other private banking units as Clariden Leu. At the time, it was Switzerland's oldest bank.
Clariden Leu was a Swiss private bank based in Zurich and Geneva Switzerland founded in 2007 by Clariden president Alex Hoffmann and Credit Suisse Group.
Sergio Pietro Ermotti is a Swiss manager and investment banker. In April 2021, Ermotti was elected Chairman of Swiss Re, one of the world's largest reinsurance companies, succeeding Walter Kielholz. He was the Group Chief Executive Officer (CEO) of UBS Group AG from November 2011 to October 2020 and regained that position in 2023. He is also a board member of the Institute of International Finance.
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.
Merrill Edge is an electronic trading platform and investment advisory service that provides self-directed and guided investment options for individuals and businesses. It is a subsidiary of Bank of America and was launched in 2010 after the merger between Merrill Lynch and Bank of America. Merrill Edge offers a wide range of investment products, including stocks, bonds, exchange-traded funds (ETFs), margin lending, mutual funds, and options.
The Arbeitskreis Börse is a non-profit organization located in Mannheim (Germany), focused on investment banking, capital markets, consulting and start-up companies within the financial technology sector. It is the oldest financial association led by students in Germany and with over 1,300 members among the largest student organizations in Germany. The Arbeitskreis Börse is dedicated to connect students interested in financial markets associated with worldwide banks and consulting firms. These include Bank of America Merrill Lynch, EQT AB and McKinsey It is organized first and foremost by students of the University of Mannheim but is receiving increasing support from students of other tertiary establishments in Mannheim.
Rothschild & Co is a multinational private and alternative assets investor, headquartered in Paris, France and London, England. It is the flagship of the Rothschild banking group controlled by the British and French branches of the Rothschild family.
Nigel Savage MacEwan is an American investment banker who served as chairman and chief executive of Kleinwort Benson North America from 1987 to 1993. Prior to Kleinwort Benson, he was the president of investment banking and co-chairman of private equity at Merrill Lynch from 1978 to 1987 and the president of White Weld & Co. and its subsidiary Credit Suisse White Weld from 1977 to 1978, when the firm merged with Merrill Lynch.
