A Client-First Culture | BNY Mellon Wealth Management

Update to the Paycheck Protection Program (PPP)

A new round of stimulus is working its way to America’s small businesses. Here’s a look at some of the key provisions of the new law.

News

Forbes: How One Of America’s Oldest Banks Is Thriving During The Covid-19 Pandemic

As the pandemic has accelerated trends in wealth management towards digitalization and more use of technology, CEO Catherine Keating shared with Forbes how both BNY Mellon clients and employees have quickly adapted to these trends and what the “new normal” looks like moving forward.

News

CEO Catherine Keating Featured in Bloomberg ‘Masters in Business’ Podcast

BNY Mellon Wealth Management CEO Catherine Keating offered a look at the wealth management landscape, investor trends and the impact of COVID-19 on the future of work.

Our Services

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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Our Events

Learn more about upcoming events

STEP Orange County 10th Annual Institute On Tax, Estate Planning And The World Economy

Feb 8 - 9
2021

Virtual
BNY Mellon Wealth is proud to support STEP Orange County and have our Estate Planning Strategist Jere Doyle present our latest thinking.

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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.