Bank of America Merrill Lynch today announces the appointment of Bill O’Neill as Chief Investment Officer, Europe, the Middle East and Africa (EMEA) Wealth Management. Based in London, Mr. O’Neill will report to David Jervis, Head of EMEA Merrill Lynch Wealth Management, and Michael O'Keeffe, Chief Investment Officer, Merrill Lynch Global Wealth Management.
Mr. O’Neill has been a senior member of the Chief Investment Office team since 2007. The Chief Investment Office plays a key role in providing investment intelligence to financial advisors and portfolio managers. In his role as Chief Investment Officer, Mr. O’Neill will further enhance the team’s offering to a growing client base across the region.
Mr. O’Neill has 28 years of experience in the institutional market as an economist and strategist, both on the sell and buy-side. Mr. O’Neill joined Merrill Lynch in October 2007 as a consultant for Global Wealth Management EMEA. Prior to this, he worked at Barclays Wealth as a leading member of its asset allocation team covering multi-asset portfolios. From 2001 to 2005, Mr. O’Neill worked in the Global Strategy team at JP Morgan Asset Management focused on asset allocation. Before JP Morgan, he was a member of HSBC Investment Bank’s global strategy group for ten years, first in Sydney, Australia, and later in London, UK.
David Jervis, Head of EMEA Merrill Lynch Wealth Management said “The Chief Investment Office is pivotal in providing Merrill Lynch EMEA Wealth Management’s professionals with intelligence to best structure investments for their clients. We are delighted with Bill’s appointment as Chief Investment Officer.”
NOTES TO EDITORS
Merrill Lynch Wealth Management (MLWM) is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With more than 15,000 Financial Advisors and approximately $2.2 trillion in client assets as of 31 December 2009, it is among the largest businesses of its kind in the world. More than two-thirds of MLWM relationships are with clients who have a net worth of $1 million or more. Within MLWM, the Private Banking & Investment Group provides tailored solutions to ultra high net worth clients, offering both the intimacy of a boutique and the resources of a premier global financial services company. These clients are served by more than 160 Private Wealth Advisor teams, along with experts in areas such as investment management, concentrated stock management and intergenerational wealth transfer strategies. Merrill Lynch Wealth Management is part of Bank of America Corporation.
