February Investment Update

Jeff Mortimer

In Jeff Mortimer’s latest Investment Update he discusses the market environment since the election and why we recommend holding certain asset classes in portfolios. He reminds clients about the importance of diversification and active allocation decisions when investing for the long term.

Global Perspectives on President Trump

We spoke with members of our International Wealth Management group, including our Advisory Services group, to find out how our clients around the world are reacting to the surprise election of President Trump.

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2017: Highlights From Heckerling Institute on Estate Planning Conference

Jere Doyle

Listen to our 2017 Highlights from Heckerling call replay. Jere Doyle shares his insights and perspectives on the key issues dscussed at the Heckerling Institute on Estate Planning Conference in early January.

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Discover

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.

Research

Our expertise at work

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Our latest events and sponsorships

American Academy of Matrimonial Lawyers Midyear Meeting

Mar 13 - 17
2017

Phoenix, Arizona
BNY Mellon Wealth Management is honored to support our partners in the American Academy of Matrimonial Lawyers as they gather for continuing legal education.

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Hockey Humanitarian Award at The NCAA Frozen Four

Apr 7
2017

Chicago, IL
Each year the Hockey Humanitarian Award honors good college hockey players, who also happen to be really great people! BNY Mellon Wealth Management is honored to again be presenting sponsor for the Hockey Humanitarian Award and help recognize an outstanding college hockey player who excels in stretching the mind while helping others in need have a better life.

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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.