Bank of America Launches Initiative to Strengthen Investment Bank and Wealth Units

Monday, 16 September 2024, 12:07

Bank of America is poised to enhance its investment strategies as it names co-leaders for its new initiative, linking its investment bank and wealth units. Jim Rourke and Michael Liu will spearhead this effort, aiming to maximize opportunities between divisions and optimize client services.
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Bank of America Launches Initiative to Strengthen Investment Bank and Wealth Units

Bank of America Launches Private Client Partnership Development

Bank of America has announced the appointment of Jim Rourke and Michael Liu as co-leaders for its new initiative called Private Client Partnership Development. This initiative is aimed at fostering stronger connections between the bank's investment banking and wealth management divisions, ensuring clients benefit from an integrated service approach.

Objectives of the Initiative

  • Maximize opportunities between investment banking and wealth management divisions.
  • Enhance client services through cohesive strategies.
  • Drive business growth by identifying synergies.

About the Co-Leaders

Both Rourke and Liu bring extensive experience and a proven track record of success, which positions them well to lead this initiative and foster a more collaborative environment.


This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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