SOLUTIONS
Investment Management
Explore BNY Wealth’s investment management services. Our experts deliver personalized advice and tax-efficient, customized portfolio management strategies to support your long-term goals.
An Institutional Approach to Investing
To address the complex financial needs and tax-efficient investing priorities of our clients, we utilize the proven practices employed by the largest institutional investors. However, we customize the approach to address the unique challenges individuals and families face. This methodology helps us deliver successful outcomes for our clients year after year and from one generation to the next.
GOALS-BASED INVESTING
Based on a deep understanding of your goals, time horizon, values and tax situation, we apply our investment thinking and resources to design a portfolio tailored to your needs.
STRATEGIC ASSET ALLOCATION
A purposeful mix of asset classes that unites long-term views, short-term insights and a robust design to help you successfully achieve your goals in a variety of market environments.
ASSET MANAGEMENT
Our exceptional set of asset managers harness their investment expertise, discipline and risk controls to deliver proven results across asset classes and specialties.
INVESTMENT PLATFORM
A curated combination of active and passive investment vehicles from proprietary and third-party managers are chosen to align with your goals and preferences.
TAILORED FOR YOU
Comprehensive Investment Management Solutions
Comprehensive Investment Management Solutions
Active, innovative investment management services are at the heart of BNY Wealth's philosophy and process. Our history and experience are levers that can help clients navigate any market environment with each investor's unique situation in mind.
YOUR TRUSTED PARTNER
BNY Wealth at a Glance
A proven track record backed by a heritage of excellence.
$339B
TOTAL PRIVATE CLIENTS ASSETS
As of 6/30/25
93%
OVERALL CLIENT SATISFACTION
Based on BNY Wealth's 2023 Client Satisfaction Survey
7
GENERATIONS OF WEALTH MANAGEMENT
Longest tenured family client
IN THE SPOTLIGHT
From the Analyst's Desk
From the Analyst's Desk
The new administration has been quick to address energy policy to promote U.S. energy independence and lower the cost at the pump. How will the new policies impact the energy sector?
WEALTH MANAGEMENT
News & Insights
Article | Chart of the Week
It’s true that the S&P 500 currently exhibits high valuations, with the technology sector alone comprising over 40% of its market capitalization and driving concerns about valuations. Are those high multiples justified?
Article | Investments
Artificial intelligence and the opportunities it is creating to drive efficiencies and improve corporate profit margins are front and center for many investors. We believe the hype is justified as the technology continues to disrupt the status quo. Learn how we are evaluating the appeal of the AI investment theme.
Webcast | Investments
Watch our April 28 webcast and learn our investment team's perspective on what to watch for amid the persistent market volatility and where we see investment opportunities. Global Head of Investments and Wealth Jose Minaya joined to share his views on how to capitalize on periods of market dislocations.
Podcast | Investments
Head of Alternative Investments Paul Vittone meets with members of his team to discuss the dynamic private assets investment landscape and opportunities they are seeing in the year ahead.
This material is provided for illustrative/educational purposes only. This material is not intended to 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. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. 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. The Bank of New York Mellon, DIFC Branch (the “Authorized Firm”) is communicating these materials on behalf of The Bank of New York Mellon. The Bank of New York Mellon is a wholly owned subsidiary of The Bank of New York Mellon Corporation. This material is intended for Professional Clients only and no other person should act upon it. The Authorized Firm is regulated by the Dubai Financial Services Authority and is located at Dubai International Financial Centre, The Exchange Building 5 North, Level 6, Room 601, P.O. Box 506723, Dubai, UAE. The Bank of New York Mellon is supervised and regulated by the New York State Department of Financial Services and the Federal Reserve and authorized by the Prudential Regulation Authority. The Bank of New York Mellon London Branch is subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. The Bank of New York Mellon is incorporated with limited liability in the State of New York, USA. Head Office: 240 Greenwich Street, New York, NY, 10286, USA. In the U.K. a number of the services associated with BNY Wealth’s Family Office Services– International are provided through The Bank of New York Mellon, London Branch, One Canada Square, London, E14 5AL. The London Branch is registered in England and Wales with FC No. 005522 and BR000818. Investment management services are offered through BNY Mellon Investment Management EMEA Limited, BNY Mellon Centre, One Canada Square, London E14 5AL, which is registered in England No. 1118580 and is authorized and regulated by the Financial Conduct Authority. Offshore trust and administration services are through BNY Trust Company (Cayman) Ltd. This document is issued in the U.K. by The Bank of New York Mellon. In the United States the information provided within this document is for use by professional investors. This material is a financial promotion in the U.K. and EMEA. This material, and the statements contained herein, are not an offer or solicitation to buy or sell any products (including financial products) or services or to participate in any particular strategy mentioned and should not be construed as such. BNY Mellon Fund Services (Ireland) Limited is regulated by the Central Bank of Ireland BNY Mellon Investment Servicing (International) Limited is regulated by the Central Bank of Ireland.
BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
Banking services are provided by BNY Mellon, N.A. Member FDIC.
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