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ABOUT US

We are a global asset manager with $2 trillion in assets1, underpinned by the strength and resilience of BNY with its 240-year history. We offer investment solutions to meet the needs of individual, intermediary and institutional clients, leveraging asset class specialists with distinct philosophies.

No matter what the future brings, we’ll be ready.

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BY THE NUMBERS

Powering the Financial World

As part of BNY, we leverage our firm's strength as a global investment management,
asset servicing and wealth management firm to offer integrated solutions.

$55.8

TRILLION ASSETS

Under custody and administration

$2.1

TRILLION ASSETS

Under management

35

COUNTRIES

All figures as of June 30, 2025.

Our History

Over BNY's 240-year history, we've seen times of prosperity, uncertainty and
possibility. Since our founding in 1784, we have created solutions for clients
that build a more resilient financial system and advance the future of finance.

BNY INVESTMENTS

Leadership

JOSE MINAYA

Global Head of BNY Investments
& Wealth

Meet Jose

STEPHANIE PIERCE

Deputy Head of BNY Investments
 

Meet Stephanie

DAVE DIPETRILLO

Head of US Distribution
 

Meet Dave

GERALD REHN

Head of EMEA Distribution
 

Meet Gerald

DONI SHAMSUDDIN

Head of APAC Distribution
 

Meet Doni

JANE HENDERSON

Chief Executive Officer Walter Scott
 

Meet Jane

JOHN PORTER

Chief Investment Officer Newton
 

Meet John

RAMAN SRIVASTAVA

Chief Executive Officer Insight
 

Meet Raman

Relentlessly
Client-Obsessed

Clients are at the core of everything we do. Our people are committed to helping our
clients realize their investment goals by delivering distinct strategies and tailored
services, powered by diverse investment cultures and expertise.

1 BNY as at June 30, 2025. This includes Wealth Management.

All investments involve risk including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing.

This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide. BNY Investments is the brand name for the investment management business of BNY and its investment firm affiliates worldwide.

©2025 BNY Mellon Securities Corporation, distributor, 240 Greenwich St., New York, NY 10286.

Nothing in this website shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

MARK-775680-2025-07-22