About Merrill

As one of the world's leading retail securities and investment banking firms, Merrill operates in over 40 countries from our headquarters in New York City. We provide a diverse range of financial services to individuals, institutional investors, and government clients, including securities brokerage, trading, underwriting, investment banking, asset management, private equity, and insurance.

Our Vision in Motion

Experience the Merrill difference. See how our forward-thinking approach and dedicated experts can help you navigate the complexities of the financial world.

Our Core Advantages

Discover the pillars of our service that set us apart and empower our clients to achieve their financial ambitions with confidence and clarity.

Professional Service

Our investment team demonstrates outstanding performance. We utilize a unique Chief Investment Office service model to provide personalized investment services for every client.

Our Clientele

We are dedicated to serving the world's wealthiest individuals and families. We believe this focus allows us to cater to the highly personalized needs of our clients.

Institutional-Grade Standards

Eligible private banking clients benefit from the same resources and services enjoyed by many of the world's largest institutional investors.

Our Accolades

We are proud that our dedication to clients often earns us prestigious awards and recognition, reflecting the commitment and service level of our global team.

Beyond Borders

We provide private banking advisors in every region of the world to help meet the increasingly global needs of our clients' families, businesses, and investments.

2025 Investor Membership Application

Join our exclusive program to gain access to institutional-grade insights, strategies, and a global community of forward-thinking investors.

Your Dedicated Investment Team

Meet the leaders guiding your financial journey and the experts dedicated to turning your goals into reality.

Why Choose Us?

By joining our investment research team, you will enjoy the following exclusive services:

1. Personalized Advisory Services

  • Tailored Portfolio Recommendations: We create personalized investment portfolios based on your risk tolerance, financial goals, and time horizon to maximize long-term wealth growth.
  • One-on-One Consultations: Engage with expert advisors on a regular or on-demand basis for professional analysis and strategies tailored to your specific needs.
  • Goal Planning and Definition: We support you in defining investment objectives, developing action plans, and regularly optimizing your strategy.

2. Market Analysis and Research Reports

  • Daily/Weekly Market Analysis: Get real-time reports on global markets, including macroeconomic trends, market dynamics, and key industry information.
  • Stock/Fund/Bond Recommendations: Receive recommendations for high-quality investment products based on market research, complete with detailed reports and in-depth analysis.
  • Technical and Fundamental Analysis: Gain deep insights into technical analysis (charts, trends) and fundamental analysis (balance sheets, industry outlooks) to support informed investment decisions.

3. Investment Strategies and Tools

  • Professional Investment Strategies: Access diversified strategies (short-term trading, long-term investing, portfolio diversification) based on market conditions.
  • Trading Tools and Support: Utilize advanced investment tools and trading software to aid in your decision-making and trade management.
  • Portfolio Diversification Tips: Get advice on how to optimize the allocation of stocks, bonds, funds, cryptocurrencies, and commodities to manage risk and maximize returns.