BofA Private Bank Study of Wealthy Americans Finds Generational Divide in Investing, Giving and Preserving Wealth
The study found that among younger high-net-worth investors: 47% of their portfolios are in stocks and bonds, far lower than...
archiveGlobal Wealth and Investment Management
Charitable Giving by Affluent Households Above Pre-Pandemic Levels, Finds 2023 BofA Study of Philanthropy
CHARLOTTE, NC– Eighty-five percent of affluent households gave to charity in 2022 with the value of their average gifts rising...
BofA Recognized as the Leading Provider of Outsourced Chief Investment Office Services for Foundations and Endowments
NEW YORK, NY – Bank of America has been named the largest provider of outsourced chief investment office (OCIO) services...
