Year-End Planning Opportunities Amid Increased Uncertainty

It's a good time to take stock of how a portfolio may have changed over the last year, and to look for opportunities to strengthen the portfolio going forward.

2018 Outlook: Global Perspectives on the Year Ahead

Looking ahead to 2018, will the global growth trajectory continue and help support market fundamentals? Please join our experts today at 2 PM ET as we explore what investors might experience in the year ahead.

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Four Tips for Building and Maintaining Your Art Collection

Brian Lang, curator of BNY Mellon's extensive art collection for over two decades, has some tips for collectors interested in pursuing their passion for art.

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The types of clients we serve and the services we offer

Individuals & Families

We specialize in meeting the complex investment and banking needs of wealthy individuals and their families.

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Advisors to Individuals & Families

We offer a collaborative approach and customized solutions for our clients' other professional and financial advisors.

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Family Offices

Among the first of its kind in the nation, our Family Office services feature industry-leading resources and expertise for family offices and their financial interests.

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We offer a full range of investment, custody, and reporting services tailored specifically to the needs of non-profits nationwide.

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What to expect as our client

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.


Our expertise at work


Our latest events and sponsorships

Art Basel Miami

Dec 6 - 10

Miami Beach, FL
Sun, sand and world-class art converge at the nexus of North America and Latin America. BNY Mellon Wealth takes great in joy supporting Art Basel and sponsoring the festivities. Join the conversation on social media using #smArtBasel

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Pittsburgh Economic Club

Jan 24

Pittsburgh, PA
Providing perspectives on domestic and global economic trends, BNY Mellon Wealth’s Dick Hoey will present to the Pittsburgh Economic Club. We are honored to partner with the PEC and its more than 100-year history in the Pittsburgh business community.

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Want to learn more?

Whether you are an individual or part of a Family Office or Non-Profit organization, complete our quick contact form and we’ll schedule a call to discuss your needs.