BNY Mellon Wealth | A Client-First Culture | BNY Mellon Wealth Management

Strategy

Take Advantage of Year-End Planning Opportunities

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

Strategy

2019 Outlook: Global Perspective on the Year Ahead Teleconference

Listen to the replay of BNY Mellon Wealth Management's investment experts for a look at what may lie ahead for the economy and markets in 2019.

Strategy

Democrats Take Control of the U.S. House of Representatives

Investors have been paying close attention to the U.S. midterm elections, which have now come to a close. As markets anticipated, the Democrats took control of the House of Representatives while the Republicans maintained their control of the Senate.

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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 & Pensions

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

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Experience

What to expect as our client

Experience

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

Strategy

Making Sense of the Recent Market Drawdown

After a rough October, equity markets have fallen further over the past two weeks, with indexes declining over 4%.

Strategy

The Importance of a Strong Foundation

Jeff Mortimer

In Jeff Mortimer's September 2018 Investment Update, rather than look at this bull market's extraordinary age, he prefers to focus on the fundamentals, which appear to remain strong.

Strategy

How Family Businesses Can Avoid the Wealth Transfer Trap

In Partnership with WSJ. Custom Studios

An estimated $8.8 trillion will be passed down to Gen X and millennials by 2027. But research shows that 70% of families lose their wealth by the second generation and 90% lose it by the third. Why?

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Our latest events and sponsorships

PAPERS Fall Workshop

Nov 27 - 28
2018

Harrisburg, PA
BNY Mellon Wealth Management is proud to be a platinum-level sponsor of the annual fall workshop for the Pennsylvania Association of Public Employee Retirement Systems (PAPERS).

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Trevor Live 2018

Dec 2
2018

Los Angeles, CA
Preventing teen suicide in the LGBTQ community is the goal of TrevorLIVE and The Trevor Project. BNY Mellon Wealth is honored to support their life-saving outreach.

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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.