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Wealth In Motion

Preparing for Wealth Continuity, Stewardship and Transfer

Learn how UHNW families are getting wealth transfer right — and what separates the confident from the unprepared in our new report.

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.

Beyond Wall Street
ARTICLE | BUSINESS OWNERS

Behind every business is a story. Our latest piece, created in partnership with T Brand, the content studio of The New York Times Advertising, features three entrepreneurs on building, scaling and selling private companies.

Is the Market Rally Broadening?
Article  |  Chart of the Week

Stocks, as measured by the S&P 500, are up over 13% through early August. The solid gains have been fueled by a resilient economy, steady consumer spending, optimism around artificial intelligence and better-than-expected earnings growth. Still, some investors worry the advance may be too concentrated in technology and AI-capex monetization may fall short of expectations. A closer look suggests that it is not just tech moving the market higher.

2026 Mid-Year Outlook
Video  |  Investments

While headline noise persists, markets remain focused on fundamentals. In our 2026 Mid-Year Outlook video, Chief Investment Officer Alicia Levine explains why steady growth and resilient earnings remain supportive and where opportunities may be taking shape. Watch now for insights into what may matter most in the second half.

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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