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2. Plutonomy - Wikipedia

   en.wikipedia.org/wiki/Plutonomy

   During this discussion, Ajay Kapur the author of the plutonomy-theses, which is closely related to Piketty's theses, entered the public stage again in May 2014. In a paper, which he wrote for customers of his new employer, Bank of America Merrill Lynch, one of the largest wealth management firms, Kapur and his team defended Piketty against critics.

3. High-net-worth individual - Wikipedia

   en.wikipedia.org/wiki/High-net-worth_individual

   The World Wealth Report was co-published by Merrill Lynch and Capgemini, previously known as Cap Gemini Ernst & Young who worked together since c. 1993, investigating the "needs of high-net-worth individuals" to "successfully serve this market segment". Their first annual World Wealth Report was published in 1996.

4. Raymond James Morgan Keegan - Wikipedia

   en.wikipedia.org/wiki/Raymond_James_Morgan_Keegan

   Raymond James Morgan Keegan is the interim name of the former Morgan Keegan & Co. business units acquired by Raymond James Financial on April 2, 2012. The combined firms’ subsidiaries engage primarily in investment and financial planning, investment banking, fixed income products and asset management. The combined firms’ Fixed Income group ...

5. Bank of America Private Bank - Wikipedia

   en.wikipedia.org/wiki/Bank_of_America_Private_Bank

   U.S. Trust was acquired in May 2000 for $2.7 billion in stock, making it a wholly owned subsidiary of Charles Schwab & Co. David Pottruck, CEO of Charles Schwab at the time, pursued the acquisition to broaden the firm's wealth management platform and stop client outflow to bigger wealth management firms like Merrill Lynch and Morgan Stanley.

6. Hg (equity firm) - Wikipedia

   en.wikipedia.org/wiki/Hg_(equity_firm)

   Mercury Asset Management was acquired by Merrill Lynch in 1997. In December 2000, the executives of Mercury Private Equity negotiated independence from Merrill Lynch, and HgCapital (as it was then known) was established as a fully independent partnership wholly owned by its Partners and employees, who together work with a common purpose and ...

7. Waterfall Asset Management - Wikipedia

   en.wikipedia.org/wiki/Waterfall_Asset_Management

   Waterfall Asset Management (Waterfall) is an American alternative investment management firm headquartered in New York City. The firm's focuses investments in credit structured products mainly high-yield asset-backed securities (ABS). It also invests in real estate and private equity . Outside the U.S., Waterfall has offices in London, Dublin ...