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.

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2019 Earnings: Déjà Vu All Over Again

In Jeff Mortimer's April 2019 Investment Update, he forecasts of mid-single-digit earnings return for the year which should allow equities to move modestly higher over the next 12 to 18 months.

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Take Advantage of Increased Tax Exemptions Before It's Too Late

Affluent couples interested in taking advantage of the increased exemptions will want to do so sooner rather than later. A Spousal Lifetime Access Trust may be the ideal vehicle.

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Brexit Uncertainty Kicked Down the Road

The U.K. Parliament voted down the Brexit deal for a second time. With little appetite for a chaotic departure from the EU, Members of Parliament (MPs) voted against leaving without a deal.

Latest News and Our Thinking



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.


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.


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