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Vision

Looking in new directions without losing sight of client needs

Vision
New Technology Driving a "Revolution" in Energy Markets

Eric Goodbar

Investing in the energy industry's future productivity increases will include an intensifying focus on applied technology such as cloud computing, artificial intelligence and machine learning.

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Vision

From Philanthropy to Social Investment: A New Way of Giving

Avery Tucker Fontaine

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.

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Vision

Social Finance: Where Wealth and Values Meet

Investors who adopt social finance strategies don't have to sacrifice returns in order to feel good about the makeup of their portfolios or to effect meaningful societal change.

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Strategy

Strategic insights to help you achieve the right outcomes

Strategy
Does the Yield Curve Indicate a Coming Recession?

In June, the Federal Reserve issued a paper that explored the utility of the shape of the yield curve as an indicator and compared it to another, possibly more instructive indicator.

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Strategy
Do You Know the True Value of Your Investments?

Terry Sylvester Charron, Jennifer Lord

Understanding the differences between market and business value and how they impact active and passive solutions highlights some of the unintended consequences that can arise from a passive-only approach to investing.

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Strategy
Protect Against Volatility With Structured Solutions

Structured solutions can help investors stay focused on their portfolio objectives and not feel compelled to react every time the market hits a bump in the road.

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Strategy

Unwinding Multinational Estate Plans in Divorce
Joan Crain

Despite having established clever estate planning structures that work well when all family members live in the same country, affluent families may find that those same structures present unique and unexpected challenges when a member of the family lives abroad and gets divorced.

Strategy

The Limits of the Endowment Model
David Hohler, CFA and Zachary Paris, CFA

The success of the Yale Investment Office's “Yale Model" has dramatically impacted how endowment assets are invested. But there are limits to this model in a planned giving context, suggesting the need for a different approach.

Strategy

Driving Toward Success: Creating an Objective-Driven Investment Strategy

With your goals and risk tolerance as guides, you can identify the right combination of asset classes to create a portfolio that fits your objectives.

Top Stories

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News

Catherine M. Keating Appointed CEO of BNY Mellon Wealth Management, Effective July 9, 2018

BNY Mellon today announces the appointment of Catherine M. Keating as Chief Executive Officer of BNY Mellon Wealth Management and member of the Executive Committee, BNY Mellon's senior-most governing body.

Jun 7, 2018
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News
Aug 8, 2018

Eric Czepyha in the Providence Business News

Head of Private Business Advisory Eric Czepyha discusses how corporate tax law changes have helped create a favorable climate for corporate mergers and acquisitions.
News
Jun 18, 2018

Wealth Manager Richard Davis-Lowell Opens Up About Pushing for Change in the Corporate World

Richard Davis-Lowell sat down with the San Francisco Business Times to discuss how his activism with the LGBTQ community has been a through-line in his financial services career and in his philanthropy, which focuses on supporting the next generation of activists through the Horizons Foundation.

News
May 8, 2018

BNY Mellon Renews Presenting Sponsorship with Head Of The Charles Regatta Through 2022

The Head Of The Charles Regatta today announced that it has renewed its partnership with BNY Mellon, extending the investment management leader’s role as Presenting Sponsor and Official Investment & Wealth Management Sponsor for five years.

Contributors

Great wealth management minds, thinking ahead

Featured Contributor
Joan Crain

Joan Crain is a senior director for BNY Mellon Wealth Management. As a global wealth strategist, Joan works closely with wealthy families and their advisors to provide comprehensive wealth planning.   Joan joined the firm in 2001 and has more than 25 years of experience working with large multi-generational families. She specializes in multinational planning, business succession, family governance and philanthropy. She is frequently invited to speak to clients and professional groups such as the American Bar Association, the American Institute of CPAs, STEP and numerous estate planning councils throughout the United States.

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