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.
Personal strategies and services based on one question: What do you need?
At BNY Mellon Wealth Management, expect to receive the best of both worlds: the high-touch, one-on-one service of an investment boutique backed by the power of a large, resource-rich global firm.
Industry-leading client service. Best in class resources. A spirit of innovation. All focused on you.
Want to learn more about solutions for Individual Investors? Contact us today, and we’ll connect you with a professional who can help you build a wealth plan specific to your needs.
We understand what makes institutional wealth management unique. And we know how to optimize it.
No single firm offers family offices and non-profits integrated support like BNY Mellon Wealth Management. Industry-leading custody capabilities and deep fiduciary knowledge make our in-house expertise for institutions unparalleled. And our centuries of investment excellence across asset classes and styles informs everything we do.
Want to learn more about our solutions for Institutions? Get the answers you need to discover what BNY Mellon Wealth Management can do for your organization.
Your questions are important to us, complete our contact form and we’ll connect you with the right team member to discuss your needs.