Merrill Lynch: Komansky set to play hardball

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Merrill Lynch: Komansky set to play hardball

For over a decade after 1987, when it first topped the US bond league tables, Merrill Lynch enjoyed unfettered growth, profitability and renown as the world's premier securities firm. Its mix of retail distribution, dependable income and worldwide expansion became the model for big investment banks to aspire to. Then, last year, things started to go wrong. Merrill's bond traders made huge losses, acquisitions in Japan and Canada produced sorry results, US asset managers put in a weak performance and clients defected from Mercury Asset Management. Most worrying, internet stock traders began to encroach on Merrill's retail business. For the past few months, the firm has licked its wounds, fended off merger rumours, and laid new plans. Now it's coming out fighting. Antony Currie reports.

hardball

Since last autumn relentless assaults have been made on almost every aspect of Merrill Lynch's business. Merrill, it was said, had finally fallen victim to overweening pride, and now found itself forced irrevocably towards being subsumed into a commercial bank (Chase Manhattan has long been the favourite candidate). Behind the slide lay a series of mistakes and miscalculations that seemed to affect almost every aspect of the US investment bank's business.

Merrill's response was calm. It still talked to the media, still talked to analysts. And its executives showed they had kept their sense of humour. At the start of June when the firm announced its long-awaited internet strategy for its huge private-client business, chief executive David Komansky's tongue was firmly in his cheek. "We're here today," he began, "to announce the biggest merger in history. Between Merrill Lynch and you, the investing public."

It was an obvious swipe at the merger rumours of recent months but also a clear statement that six months of setbacks and bad press had not quelled the firm's desire, and ability, to continue to grow as an independent institution.


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