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

Strategy

2019 Outlook: A Year of Transitions

Leo Grohowski

We believe 2019 will be a year of transitions. Slower global growth and the fading of financial liquidity will require a more balanced and diversified approach to investing as we enter the next phase of this long expansion.

Vision

Bonds: 2018 Year-End Review & 2019 Outlook

John Flahive

While the volatility and noise created by news headlines can be distracting, investors should stay focused on their long-term investment plan and the role fixed income can play within a well-diversified portfolio.

Strategy

Key Considerations When Creating a Family Office

Philip Tedeschi, Amantha Butler, Joan Crain

A family office is more than a cost-effective solution to managing great wealth. When done properly, it provides customized services and support that fosters a shared experience of wealth stewardship.

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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

Vision

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.

Vision

Diverse Companies are Designed for Success

By incorporating diversity into their overall investment strategy, investors will have a new avenue to pursue market returns, as well as reinforce their commitment to a social cause.

Vision

How Companies Can Do Well by Giving Back

In Partnership With WSJ Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

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Our latest events and sponsorships

Naples Winter Wine Festival

Jan 24 - 27
2019

Naples, FL
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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Thuzio Big Game Party

Feb 1
2019

Atlanta, GA
BNY Mellon Wealth Management is excited to support Thuzio’s Big Game Party featuring an intimate conversation with professional football’s David Johnson of the Arizona Cardinals and Adrian Peterson of the Washington Redskins and appearances by other current and former pro-football stars.

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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.