Wealth Management

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

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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.

Industry Insights

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INVESTMENT UPDATE

Trade Tensions: A Phase or the New Normal?

In his latest Investment Update, Jeff Mortimer takes a closer look at how the trade dispute has impacted both countries and what the partial trade deal may mean for the markets moving forward.

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INVESTMENT STRATEGY

The Benefits of a Family Limited Partnership

Family Limited Partnerships are powerful estate planning tools that enable the smooth and tax-efficient transfer of business ownership from one generation to the next.

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STRATEGY

Special Market Update

Trade Tensions Escalate

The best course of action amid a prolonged period of trade-related headlines is to avoid acting on emotion.

Latest News and Our Thinking

Latest

NEWS

CEO Catherine Keating on Bloomberg TV

At the Milk Institute’s Global Conference, CEO Catherine Keating spoke with Bloomberg TV’s Carol Massar about the growing interest in private equity investing, the resilience of the current bull market and the increasing significance of women investors in the wealth industry.

VIEW ALL WEALTH MANAGEMENT PRESS RELEASES

Our Thinking

Assembling Your Divorce Team

To be effective, your team should have a deep understanding of your financial situation, family structure and long-term goals.

Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

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

Solutions

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