Wealth Management

Your Financial Life is Multifaceted. We Look at All of It.

At BNY Mellon Wealth, we look at wealth management from every angle.  That's why our comprehensive Active Wealth approach includes five essential practices: investing, borrowing, spending, managing, and protecting. So we can strengthen your overall wealth plan while ensuring you protect and provide for the future you want.


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Your Goals, Our Experts

Every client is different. And our deep, in-house expertise in areas from trusts to tax enables us to fine-tune strategies that can help deliver the right results for each and every one.


Client Driven

For generations, we have put individuals, families and institutional clients at the center of everything we do, creating customized wealth plans that reflect their specific goals and ambitions. Our culture of stewardship has resulted in industry-leading retention and client satisfaction rates.


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Market-Tested, Future-Ready

In wealth management, nothing’s more important than stability. And with an unparalleled legacy as a global institution, we’ve helped our clients confidently navigate the unpredictable and unexpected, no matter what lies ahead.

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Capabilities

Our Family Office Group has been dedicated exclusively to serving the unique needs of family offices and ultra-high-net-worth families across the globe for over 45 years. Backed by the deep resources of BNY Mellon, our experienced professionals provide access to custody, investment, banking and fiduciary solutions, as well as advice to help our clients grow and preserve wealth across generations.

We offer comprehensive solutions that integrate investment management, administration, philanthropic best practices, custody and reporting to help non-profits navigate an increasingly complex investment and regulatory environment. Our unique combination of commitment, resources and expertise can help your organization achieve its investment objectives.

Spanning all asset classes, our investment approach applies thoughtful market insights to deliver enhanced after-tax total portfolio returns while minimizing risk. We leverage the vast resources of BNY Mellon's institutional investment organization to provide our clients unparalleled access to one of the world's largest and best recognized asset managers in a way that best suits their investment needs.

We view private banking as an integral part of our clients’ overall wealth management strategy. At BNY Mellon, private bankers partner with our wealth management team to help ensure our clients receive a comprehensive approach to banking and credit needs, drawing on lending specialists and other experts, as needed, while providing unsurpassed personal attention and service. The result is a tailored solution that reflects each client’s unique tax, financial and personal circumstances—and is fully integrated with their wealth management strategy.

BNY Mellon Investor Solutions combines an open architecture approach with the capabilities of BNY Mellon’s eight specialist investment firms, alongside advisory services from BNY Mellon Wealth Management, and custodial oversight and servicing expertise from BNY Mellon’s Asset Servicing businesses. In bringing these capabilities together, BNY Mellon Investor Solutions offers comprehensive portfolio management and investment advisory services to help endowments and foundations, family offices, pension plans and other institutional investors meet their specific investment objectives.

Visit our Wealth Management site to learn more about our unique offerings.