Wealth Management
In the U.S., we rank among the nation's top wealth managers with more than 200 years' experience in investment management and private banking and finance. We provide thoughtful, customized strategies for individuals and families, their family offices and business enterprises, charitable giving programs, and endowments and foundations, along with exceptional service from a team of talented wealth management professionals.
BNY Mellon Wealth Management highlights:
- Founded in 1784, we were the first private bank in the U.S.
- A top 10 U.S. wealth manager with more than US$132 billion in client assets
- An extensive network of wealth management offices in the U.S., U.K. and Asia
Our BNY Mellon Wealth Management Services in the Asia Pacific region include:
- Investment management
- Family office services
- Wealth & estate planning
- Offshore fiduciary
- Private banking and finance
All statistics as of 30 June 2009