World-Class Resources Tailored to Your World

What’s right for you? That’s the question that shapes every wealth plan we develop and manage. Guided by your objectives, we draw on extensive in-house capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies. Every aspect of your balance sheet is considered. Every relevant option is explored. Then we apply the industry’s best practices to create a plan that is right for you–and stays that way, even as your needs change.

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Custom is Our Custom

Your BNY Mellon wealth plan is truly your plan. It reflects the best thinking of our global firm adapted to your short- and long-term needs, with your unique goals always top of mind.

Personal Powerhouse

You have access to the resources and services of one of the world’s financial leaders. Yet, you’re looked after personally by a dedicated team that remains directly accountable for your satisfaction.

Accessible Expertise

Wealth and estate planning. Investment management. Private banking. Asset servicing. Specialized financial guidance. Whatever you need to head confidently toward tomorrow is here.

Asset Servicing & Information Management

As the world’s largest asset servicing provider, we make sure that your assets and information are secure through our full range of custody, administration, and reporting services.

Credit & Lending Services

As the oldest U.S. private bank, we have extensive experience in credit and lending–and in the strategies that make them effective components of your wealth plan.

Escrow Services

Escrow arrangements offer a perfect solution when you and another party require property such as cash, securities, real estate or insurance policies, to be held by a third party until certain conditions are met.

Fiduciary Services

One of the largest banks in the world and the creator of the nation’s first trust, we are unrivaled in fiduciary experience.

Investment Management

Our investment management services are dedicated exclusively to the needs of private clients.

Jumbo Mortgages

As a jumbo mortgage lender of primary and vacation homes nationwide, we have unrivaled expertise in creating and managing solutions to meet the needs of our private clients.


With BNY Mellon, your charitable gifts not only serve recipients well, but also remained aligned with your strategic, philanthropic and financial goals.

Private Banking

From checking, savings and online banking to sophisticated financing strategies, we respond to the evolving needs of our clients with customized solutions and personalized service.

Self-Directed Investment Services

Our Cash Management Access Account (CMAA) combines our banking capabilities with our brokerage services in one streamlined solution.

Wealth & Estate Planning

When you’ve been serving wealthy clients for more than two centuries, there are few wealth challenges you haven’t seen – or solved.

Percentage of clients who responded they were “more than satisfied” with their wealth manager.1


We are among the top financial institutions in the world when it comes to private client assets.2


Named the best private bank in North America by Global Finance magazine.3

  • 1

    2015 Client Satisfaction Survey Results

  • 2As of June 30, 2016
  • 3Global Finance magazine, November 2015
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