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$1.8 trillion
- It is the world's largest custodian bank and securities services company, with $1.8 trillion in assets under management and $45.7 trillion in assets under custody as of 2023.
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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.
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We Look at All of It. At BNY Mellon Wealth, we look at wealth management from every angle. That's why our comprehensive Active Wealth approach includes five essential practices: investing, borrowing, spending, managing, and protecting. So we can strengthen your overall wealth plan while ensuring you protect and provide for the future you want.
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.
Mar 31, 2024 · Powering the Financial World. 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.
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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.
Access a range of wealth protection strategies, which include estate planning, tax efficient wealth transfer, multi-generational wealth, trust structuring (domestic and offshore), and business succession.
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