Investment Servicing & Information Management

Through BNY Mellon’s world-class custody services, we make sure our clients’ assets and information are secure and that every detail is well covered with comprehensive reporting.

To this end, we provide a range of services that include complete custody and administration services, customized reporting and performance analytics.

  • Global Custody
  • Information Reporting
  • Performance Measurement & Analysis
  • Cash Processing
  • Partnership Accounting


Access your investment, banking and CMAA accounts or your BNY Mellon business banking relationship.



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.


Our Thinking

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.

Strategies for Maximizing Your Social Security Benefit

For married couples and divorced individuals, there are many factors and potential strategies to consider.

Contact Us

Do you want to know more about BNY Mellon Wealth Management solutions?
+1 866 804 5023
Want to share with friends in your network?