Wealth Managers and Advisers

Your Firm, Your Way

BNY Mellon’s Pershing supports wealth managers and advisers so they can develop and deliver the best operating model and solutions for their business and their growth.


Flexibility Is the Capability

As part of the world’s largest custodial bank, we offer clients exclusive access to extensive global resources and a comprehensive suite of innovative wealth solutions. Our broad spectrum of products and solutions—delivered via an integrated technology platform—helps wealth managers and advisers like you build a truly unique client experience.


High-Touch Service

Our organisational culture recognises that close working relationships with clients are key to the success of both parties. Our team will support you from onboarding through every aspect of our relationship to allow you to focus on what matters most: your clients.

Solutions for Wealth Managers and Advisers

Capital Markets, Financing and Liquidity

Our investment operations network seamlessly connects BNY Mellon’s investment services with the industry’s best-of-breed integrations—offering you a resilient, scalable, plug-and-play solution. With a broader, deeper, and more comprehensive platform, we connect you to a robust investment ecosystem that supports your business at every stage.

Data and Analytics

By managing trillions in assets, we have unparalleled access to data from the largest liquidity pools in the world—and richer insights. Insights we offer to our clients to help them make better decisions and create more value across every interaction.

Investment Management

Our investment management model brings to clients the best of both worlds: specialist expertise from eight world-class investment firms offering solutions across major asset classes, backed by the strength, scale and proven stewardship of BNY Mellon.

Securities Services

Our investment operations network seamlessly connects BNY Mellon’s investment services with the industry’s best-of-breed integrations—offering you a resilient, scalable, plug-and-play solution. With a broader, deeper and more comprehensive platform, we connect you to a robust investment ecosystem that supports your business at every stage.

Ready to talk about what's next? 

Ready to talk about
what's next?