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.

Industry Insights

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A Correction, or a Prelude to a Recession?

While we believe equity markets should remain resilient and are poised to potentially reach new highs, we have decided to be prudent at this juncture.

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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.

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Special Update

Fed Delivers First Rate Cut in 10 Years

At its July policy meeting, the Federal Reserve cut short-term interest rates for the first time since the financial crisis.

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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