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Generations of Experience

 

When it comes to wealth management, experience is everything. At BNY Mellon, we’ve been helping individuals and families grow and secure their assets for over 240 years. Today, we’re one of the top 10 U.S. private banks1 and a top 10 global asset manager2. This year also marks the 27th time we’ve been named one of the World’s Most Admired CompaniesTM by Fortune Magazine.3 Always putting the needs of our clients first has served us well.

 

Comprehensive Solutions

 

Your BNY Mellon wealth plan starts with you. Based on what you need now, what your plans are for the future and how your wealth will be managed for subsequent generations, your wealth plan is created specifically for your individual needs and represents the best thinking our firm has to offer.

Investment Management

Exceptional insights, extensive resources and active, individualized portfolio management all work together to help you achieve your unique goals.

Trusts & Estates

Access trust planning, consultation, implementation, administration and more through the fiduciary services of the bank that created one of the nation’s first trusts. We also offer the requisite resources and expertise to ensure estates are managed to maximize value, while minimizing the burden on family and heirs.

Investment Servicing & Information Management

Gain access to performance analytics, processing payments, tax-related support and more while feeling secure through our asset servicing capabilities.

Banking and Lending

Benefit from a personalized approach to your banking and credit needs, fully integrated with your wealth management strategy that reflects your unique tax, financial and personal circumstances.

Wealth Management

Our Active Wealth approach helps our clients achieve long-term financial success that stretches across market cycles and spans generations. Our comprehensive support empowers our clients to stay focused on what’s important to them and confidently navigate the unpredictable and unexpected.

Let’s start a conversation.

1 Based on company filings and The Cerulli Report, 2022. Ranked by Wealth Management assets under management as of December 31, 2022.

2 Pensions & Investments, June 6, 2022. Ranked by total worldwide assets under management as of December 31, 2021.

3 For 2024. Fortune curates its “World’s Most Admired Companies” report by surveying 645 companies with revenues of $10 billion or more, spanning 27 different countries. 

 

 

This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Mellon Wealth Management’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Mellon Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.

 

BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

 

Banking services are provided by BNY Mellon, N.A. Member FDIC.

 

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