Investment Update:
The Power of Prediction

Jeff Mortimer

Jeff Mortimer’s June/July Investment Update discusses the optimism reflected in survey or “soft” data and the delay in corresponding hard data improvements.

The Fiduciary Rule Has Arrived. Now What?

On June 9, 2017, parts of the Department of Labor's (DOL) fiduciary rule took effect, a major milestone in what has been a long and often rocky path to implementation. However, that doesn't mean the matter is entirely settled.

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Are Collectibles a Good Investment?

Collectibles offer investors the opportunity to combine their personal passions with the potential for financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

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The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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Non-Profits

We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.

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Experience

What to expect as our client

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.

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Our expertise at work

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Our latest events and sponsorships

43rd Annual Probate & Trust Law Section Conference

Jun 12 - 13
2017

St. Paul, MN
BNY Mellon Wealth Management is pleased to support the 43rd Annual Probate & Trust Law Section Conference. BNY Mellon Wealth Management's wealth planning experts Pam Lucina and John Welsh will be on hand to present That’s Not What Mom or Dad Wanted: The Role of Settlor’s Intent in Long-Term Trusts. If you’re attending, please join Pam and John on June 13 at 8-9am.

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ACTEC’s Summer Meeting (The American College of Trust and Estate Counsel)

Jun 14 - 18
2017

The Fairmont Olympic, Seattle, Washington
BNY Mellon Wealth Management is proud to support our two Fellows at the American College of Trust and Estate Counsel’s Summer Meeting as they gather with some of the nation’s most skilled and experienced attorneys to improve and reform probate, trust and tax laws, procedures surrounding wills and trusts, estate planning, probate procedure, and administration of trusts and estates.

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.