Investment Update: 2018 Outlook is Good, but Not as Good

Jeff Mortimer

In Jeff Mortimer's January 2018 Investment Update, he discusses key themes, his developing outlook for 2018 and what it means for your portfolio.

Bitcoin, Blockchain and the Future of Digital Currency

By offering a secure and efficient method of exchanging and validating information, blockchain technology could have a tremendous impact on the global economy.

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Bonds: 2017 Year-End Review & 2018 Outlook

John Flahive

John Flahive, director of fixed income for BNY Mellon Wealth Management, shares his views on the direction of bond yields, the impact of the new tax legislation, and what it all might mean for investors.

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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

Heckerling Institute on Estate Planning

Jan 22 - 26
2017

Orlando, Florida
BNY Mellon Wealth is proud to sponsor the 52nd Annual Heckerling Institute on Estate Planning, the country’s leading and largest conference for estate planning professionals.

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Naples Winter Wine Festival

Jan 26 - 28
2018

Naples, Florida
BNY Mellon Wealth Management is honored to support the excellent work of the Naples Children & Education Foundation by sponsoring the Naples Winter Wine Festival.

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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.