Investments

As your wealth grows, it can be challenging to maintain a well-balanced portfolio that addresses your need for asset allocation, diversification, risk exposure, tax efficiency and liquidity.

By taking the time to understand the intricacies of your particular situation, your Merrill Lynch Financial Advisor can identify sound investment solutions that will help you build, preserve and transfer wealth. Your Financial Advisor will construct a comprehensive investment strategy using the same resources available to Merrill Lynch’s largest institutional clients. Your Merrill Lynch Financial Advisor is able to provide you with the best investment ideas, strategies and products to help you manage your wealth — delivering them with the highest level of individualised service. Backed by the global expertise of a top-tier financial institution, you can feel confident knowing your investments are working together to help you meet your financial goals at every stage of life.

Investment Products and Services:

Working within the parameters of your goals and total asset allocation strategy, your Merrill Lynch Financial Advisor can help you diversify your portfolio across a number of areas, including:

Equity Strategies:
Fundamental analysis on more than 2,850 companies, globally, providing industry-specific, in-depth equity research and analysis on more than 20 industries.

Equity Research Investment Strategies:
In-depth analysis of critical global issues, providing investment ideas, market forecasts, macro overviews, asset allocation guidelines and specific sector recommendations across asset classes, regions and disciplines.

Fixed Income and Equity-Linked Strategies:
Includes convertibles, high-yield, mortgages, municipals, preferred securities, zeros, agencies, certificates of deposit and commodities.

Structured Products:
Merrill Lynch offers solutions to improve the risk-return profile of your portfolio through the use of structured products such as index-linked notes, active protection notes, certificates and warrants.

Economics and Global Foreign Exchange Strategies:
Coordinated tactical forecasts of foreign exchange trends, as well as thematic and strategic work.