Wealth Management

We use our exceptional resources and highly skilled people to provide wealth management solutions to individuals, families, family offices and institutions.

people in meeting

BNY Mellon Wealth Management

At BNY Mellon Wealth Management, meeting and exceeding client expectations is the basis of our success and our reputation. We’ve built our organization around our clients’ needs, focusing on what serves, not what sells, and demonstrating trust and integrity in every action we take on our clients’ behalf. These measures have led to the success that matters most to us: highly satisfied clients and enduring client relationships, across market cycles and generations.

SUV on bumpy dirt road



Still Positive, But a Rough Ride

In Jeff Mortimer's January 2019 Investment Update, he discusses why this year will most likely be a year when diversification, rebalancing and action, rather than inaction, should be rewarded for those who remain disciplined to their investment strategy.

climber at top of mountain


2019 Outlook: A Year of Transitions

We believe 2019 will be a year of transitions. Slower global growth and the fading of financial liquidity will require a more balanced and diversified approach to investing as we enter the next phase of this long expansion.

businessman looking out the window in an office


Bonds: 2018 Year-End Review & 2019 Outlook

While the volatility and noise created by news headlines can be distracting, investors should stay focused on their long-term investment plan and the role fixed income can play within a well-diversified portfolio.

Latest News and Our Thinking



Jeff Mortimer on CNBC’s Squawk on the Street

Wealth Management’s Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?

Leo Grohowski Visits Bloomberg

How much are the markets paying attention? On BNN Bloomberg, Wealth Management’s Leo Grohowski discusses his outlook for the markets when taking volatility and recent fed remarks into consideration.


Through private equity and active management, investors have the opportunity to capitalize on new technologies that could disrupt the marketplace.


Want to Learn More About Wealth Management?