A Client-First Culture

Vision

A “To Do" List for the Global Economy

Jeff Mortimer

Monitoring the items on this list with unemotional rigor and adjusting portfolio allocations appropriately will be our task for 2019.

Vision

Brexit Uncertainty Kicked Down the Road

The U.K. Parliament voted down the Brexit deal for a second time. With little appetite for a chaotic departure from the EU, Members of Parliament (MPs) voted against leaving without a deal.

Vision

Navigating the Market in 2019

At our recent client event, Chief Investment Officer Leo Grohowski and Dan Clifton, Partner and Head of Policy Research at Strategas, gave investors a sense of what might be in store for the markets in 2019.

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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

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

What You Need to Know About Sustainable Wine Collecting

There is no widely accepted standard for what constitutes "sustainable" when it comes to wine growing, but there is an emerging set of best practices meant to help consumers navigate this ambiguous territory.

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

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

2019 High Museum Atlanta Wine Auction

Mar 20 - 23
2019

Atlanta, GA
BNY Mellon Wealth Management is proud to sponsor the Vintner’s Reception and Live Auction at the High Museum of Atlanta’s annual wine event. Boasting more than 1,000 guests and featuring unique experiences, unforgettable wines and once-in-a-lifetime trips, all funds raised at the auction support the High Museum of Art.

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ACTEC 2019 Annual Meeting

Mar 21 - 24
2019

La Quinta, CA
BNY Mellon Wealth Management is a proud sponsor of the American College of Trust and Estate Counsel, ACTEC and their 2019 Annual Meeting, which brings together the top leaders in the trust and estate practice.

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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.