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 3/31/26
96%
OVERALL CLIENT SATISFACTION
Based on BNY Wealth's 2025 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
Report | Investments
Our top thought leaders and investment experts share their insights on the role of innovation in driving growth, corporate profitability and investment opportunities.
Article | Chart of the Week
April PMIs (purchasing managers’ indices) point to a meaningful improvement in global manufacturing momentum, with the U.S., Eurozone and Japan all posting stronger-than-expected and firmly expansionary results. The breadth of the rebound suggests improving global demand, supporting our constructive outlook outlook for growth despite ongoing geopolitical tensions.
Article | Investments
Cryptocurrency has evolved from a small-scale experiment into a multi-trillion-dollar global market. This article dives into the market’s history, adoption, innovations and regulations.
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.
Unlock your investments’ potential
Ready to see how we can help you uncover opportunities to power your goals through
custom investment portfolios and institutional-caliber guidance? Contact us today.
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.
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