Professional Money Management

Individuals with significant wealth have access to international investment opportunities beyond the reach of ordinary investors. However, in today’s fast-moving markets, managing a complex investment portfolio requires seasoned expertise in different economic environments.

At Merrill Lynch, we understand these challenges and recognise that investors with sophisticated financial circumstances require proven strategies to achieve their investment objectives. We realise that new opportunities bring a level of complexity that demands the attention, skill and knowledge of some of the world’s best professional money managers.

Your personal Financial Advisor can introduce you to the investment philosophies and expertise of many of the world’s top money managers, both inside and outside of Merrill Lynch. Your Merrill Lynch Financial Advisor will work with you to select one or a combination of managers whose investment styles are consistent with your personal financial goals, investing time frame and tolerance for risk. With access to a comprehensive range of products and services, your Financial Advisor will create a customised portfolio that meets your unique needs. As a Merrill Lynch client, you will gain the true peace of mind that comes from knowing your portfolio is being carefully monitored to respond to market fluctuations according to your specific goals and objectives.

Professional Money Management Products and Services:

Global Portfolios:
Merrill Lynch offers professionally managed multicurrency investment offerings, designed for clients seeking sophisticated and performance-focused portfolio management.

Alternative Investments:
With the guidance of a Merrill Lynch Financial Advisor, qualified investors are able to take advantage of nontraditional vehicles, such as private equity or hedge funds, not locked into a particular style or sector and often noncorrelated with other market areas.

Managed Account Programmes:
Your Merrill Lynch Financial Advisor can help you to choose from a range of rigorously screened, proven investment managers whose investment philosophies and investing styles are consistent with your goals and tolerance for risk.

International Mutual Funds:
As a Merrill Lynch client, you can tap into the expertise of a wide array of professional money managers through more than 800 offshore mutual funds.

Note: Some of the products and services referred to above may not be available in your jurisdiction or, because of local offering rules, may be available to a limited number of qualified investors only.  All products and services are subject to terms and conditions. Please check with a Financial Advisor for more information.