At BNY we’ve always been relentlessly client focused. It was true when we were founded in 1784, and it remains so today. Perhaps that’s why we've been named one of the world's most admired companiesTM by Fortune for the twenty-eighth time. Placing our clients' interests first in everything we do has helped lead to enduring relationships that span generations.
We start by listening. From there, we provide advice and solutions specifically tailored to each client’s individual needs.
How can I use credit and cash management to power my goals?
"Our clients require liquidity to fund their lifestyle, make purchases and take advantage of market opportunities. Traditional borrowing serves this purpose, often with a line of credit secured by investments. But leverage is only one piece of this puzzle. We also help our clients take a strategic approach to cash management by structuring their cash flow into three separate buckets according to purpose, risk-return objectives and timing.”
RICK CALERO
Chief Revenue Officer, BNY Wealth
“Stay invested because even a short period on the sidelines can prove costly. Time in the market beats timing the market.”
SINEAD COLTON GRANT
Chief Investment Officer, BNY Wealth
“Navigating the process to transition from entrepreneur to investor is complex. Thoughtful planning is a must, so it is essential to work with a trusted advisor who can help you navigate the process of selling your business to ensure your family’s interests are protected, the deal is structured with tax efficiencies in mind, and that you and your family have a plan to manage the wealth post-exit."
ROB KRICENA
Global Head, Private Client Coverage, BNY Wealth
As part of BNY, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions.
