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Strategy

Investment Update: Change is on the Horizon

Jeff Mortimer

The rotation under way in global equity markets has recently accelerated. Here’s a look at whether the trend will continue and what it means for investors.

Strategy

The Value of Advice

Over our years of experience working with successful institutions and individuals, we have identified five practices that support long-term financial success by focusing on what matters across market cycles.

News

Guardian Capital Group Limited to Acquire BNY Mellon’s Canadian Wealth Management Business

Guardian Capital Group Limited and The Bank of New York Mellon Corporation, today announced they have reached an agreement under which Guardian will acquire BNY Mellon Wealth Management, Advisory Services, Inc., BNY Mellon’s Canadian-based wealth management business.

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The types of clients we serve and the services we offer

Individuals & Families

We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.

Institutions & Family Offices

We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to help execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.

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Experience

What to expect as our client

Experience

A Client-First Culture

As a client of BNY Mellon Wealth Management’s Advisory Services, your investment strategy will be designed by a seasoned Investment Counsellor with a commitment to rigorous research and highly personal service. Together, we will agree on a roadmap—your Investment Policy Statement—which ensures a clear understanding of your objectives and outlines our specific recommendations for meeting them.

Perspectives

Our expertise at work

Strategy

Are Collectibles a Good Investment?

Collectibles are a unique investment opportunity to combine personal passions with financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

Strategy

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.

Strategy

Get the Most From Your Board of Directors

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.

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