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Research Report

How Family Offices Invest Today

BNY Wealth’s 2026 Investment Insights for Single Family Offices report reveals how 290 family offices are shifting allocations, embracing AI and redefining portfolio diversification for the future.

News & Insights

Trump Accounts: Investing in America’s Next Generation
FUTURE OF FINANCE

Selected by the U.S. Treasury as financial agent for Trump Accounts, BNY is helping power a landmark initiative designed to support long-term saving and investing for the next generation. Built on institutional scale, expertise and trusted infrastructure, the program reflects BNY’s role in enabling future-focused financial innovation.

Live from Boston: Markets, Midterms and What Comes Next
PODCAST | INDIVIDUALS AND FAMILIES

Chief Investment Officer Alicia Levine and Strategas policy expert Dan Clifton discuss the midterm elections and what they could mean for investors, including how policy developments may shape the outlook and how different outcomes could affect markets.

Higher Rates, but Lower Sensitivity
Article  |  Chart of the Week

Higher interest rates have become a frequently cited risk to corporate earnings and the economy. The conventional thinking is straightforward: when borrowing costs rise, companies face higher interest expenses, profits come under pressure, and economic growth slows. While there is truth to that relationship, the current cycle may differ from investors’ expectations.

What Do Higher Bond Yields Mean for Stocks?
Article  |  Individuals & Families

As the 10-year U.S. Treasury yield sits above 5%, investors are weighing what higher yields could mean for stocks. Despite potential volatility, history shows they can remain resilient over the long term.

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Our Client Commitment

For more than two centuries, our commitment to clients has been central to our approach and it continues to this day. 

Jose Minaya, global head of BNY Investments and Wealth, shares how we remain focused on anticipating clients’ needs, 

understanding their goals and helping them achieve financial success.

Power Your Goals
with Active Wealth


Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.

 

 <h2><span class="font-publico-pro"><span class="size-h1">Power Your Goals <br />
 with Active Wealth</span></span></h2>
<p><span class="size-h4"><br />
Our comprehensive Active Wealth framework helps you sustain and build wealth in the shifting market environment. Learn how to implement a dynamic approach to wealth management that consists of investing, borrowing, spending, managing taxes and costs, and protecting wealth for future generations.</span></p>
<h3> </h3>

Why More Business Owners are Partnering With Us


We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.1

 <h2><span class="font-publico-pro"><span class="size-h1">Why More Business Owners are Partnering With Us</span></span></h2>
<p><span class="size-h4"><br />
We’ve been helping private business owners and entrepreneurs tackle their most complex business issues and open doors to new opportunities for generations. Perhaps that’s why 92% of Fortune 100 businesses are clients.<sup>1</sup></span></p>

1 Fortune, Time Inc. ©2024

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The information on this website is for informational purposes only and does not constitute legal, tax, investment, or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. 

 

BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

 

Banking services and credit services, which are subject to application and credit approval, are provided by BNY Mellon, N.A., Member FDIC. 

 

Investment products are not deposits, not FDIC insured, not bank‑guaranteed, and may lose value.

 

BNY Wealth will not provide products or services where those products or services are not permitted under applicable law or under firm policies. See Jurisdiction Disclosures.

 

© 2026 THE BANK OF NEW YORK MELLON CORPORATION