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  1. What’s right for you? That’s the question that shapes every wealth plan we develop and manage. Guided by your objectives, we draw on extensive in-house capabilities across all areas of wealth management, from trusts and investments to specializations such as tax and lending strategies.

  2. Mar 31, 2024 · As part of BNY Mellon, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions. $48.8 trillion assets under custody and/or administration. $2 trillion assets under management. 35 countries.

  3. 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. Insights. Investments. Investments. Active Wealth.

  4. Dec 31, 2022 · When it comes to wealth management, experience is everything. At BNY Mellon, we’ve been helping individuals and families grow and secure their assets for over 240 years. Today, we’re one of the top 10 U.S. private banks1 and a top 10 global asset manager2.

  5. Our Active Wealth approach helps ensure that every financial decision actively and purposely powers our client's goals. | BNY Mellon Wealth Management is one of the nation’s top 10 wealth managers.

  6. Discover Your Wealth's Full Potential. In just five minutes, our BNY Mellon Active Wealth Accelerator evaluates your strategy and recommends concrete steps to help you make a lasting impact. Try the Accelerator.

  7. BNY Mellon Named Global Finance’s Best Bank for Trade Finance 2024 Chart of the Week: Sticky Inflation Drives Rate Cut Estimates Lower Learn more from BNY Mellon Wealth Management

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