A Client-First Culture | BNY Mellon Wealth Management

Earnings Slowing, but Expanding Enough to Support Equities

Jeff Mortimer

We believe that a continuation of the global expansion should allow corporate profits to improve next year and will not lead to an earnings recession globally. However, in the U.S., we think consensus estimates may be too optimistic.

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

Quarterly Investment and Economic Webinar Replay

Access the replay of our Quarterly Investment and Economic Webinar, where CIO Leo Grohowski and our panel of investment experts discuss factors contributing to slower global growth, what the markets may hold for investors and how to position investment portfolios.

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

Miami Art Week VIP Preview

Dec 2
2019

Miami, FL
BNY Mellon Wealth Management is thrilled to sponsor two new exhibits at Coral Gable Museum during Miami Art Week. The two exhibits, For Now: Contemporary Venezuelan Art of the Miami Diaspora and Artist Book: El Viaje...feature works from key Ibero American artists that reflect themes of exile and showcase how the diaspora impacted their artistry.

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Alvin Ailey Opening Night Gala

Dec 4
2019

New York City, NY
BNY Mellon is thrilled to support Alvin Ailey’s Opening Night Gala Benefit featuring a performance of Ailey’s timeless masterpiece, Revelations, performed to live music. The event kicks off Ailey’s five-week season at New York City Center.

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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.