Estate planning is already quite complex, but if you’re approaching it solo, a different set of considerations come into play. As a single individual, care must be taken to ensure your #wealth is managed, preserved and transferred according to your specific wishes. How can single individuals best prepare to protect and preserve their wealth? Learn more in our latest insights. https://lnkd.in/gRs7tixm
BNY Wealth
金融服务
New York，NY 63,862 位关注者
Our Active Wealth approach helps ensure that every financial decision actively and purposely powers our client's goals.
关于我们
For over 240 years, we’ve been helping our clients build, manage and sustain their wealth. Today, with approximately $300B in total private client assets and backed by $2.0T in assets under management overall, we are uniquely positioned to bring our wealth management solutions to accomplished individuals, family offices, planned giving programs, endowments and foundations. Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure that every financial decision actively and intentionally powers our clients’ goals. It’s this kind of thinking that leads to enduring relationships that span generations. So, what do you want your wealth to do for you? Learn more at bnymellonwealth.com. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. Includes AUM and AUC/A in the Wealth business. As of March 31, 2024. Excludes securities lending cash management assets and assets managed in the Investment Services business.
- 网站
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https://www.bnymellonwealth.com
BNY Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 超过 10,001 人
- 总部
- New York，NY
- 类型
- 上市公司
- 创立
- 1784
- 领域
- Wealth Management、Investment Management、Wealth & Estate Planning、Private Banking、Endowments and Foundations、Family Office Services、Planned Giving Services、Global Custody、Generational Wealth Transfer和Business Transitions
地点
BNY Wealth员工
动态
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The Carnegie Music Hall, the first home of the Pittsburgh Symphony, represents the history of #Pittsburgh and serves as a cultural hub for attendees to be inspired by art, music, literature and science. The space served as an ideal destination to gather clients and guests for a night of learning, inspiration and dinner on stage at an iconic Pittsburgh destination. Chairman of BNY Pennsylvania and President of our Pittsburgh region, Eric Boughner hosted a fireside chat with CIO Sinead Colton Grant, who shared her views on the recent U.S. presidential election, potential impacts on the economy and markets and valuable insights on investing in an election year. Learn more about our Pittsburgh office: https://lnkd.in/g-sF739b
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Our Dubai and London teams were recently recognized for Best Family Office Service and Best Family Office Platform Provider at the MEA Finance Magazine Awards, which celebrates the institutions and individuals who are advancing the banking industry in the Middle East and Africa. With more than 300 family office clients around the globe, our practice has a unique perspective on the complex needs of wealthy families and family office teams. We look forward to continuing to support the MEA region with solutions across investment management, custody and wealth planning. Congratulations to our team and all other winners! Learn more about our global family office services: https://lnkd.in/gaADrriT
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BNY Wealth was proud to sponsor the 61st Annual Hawaii Tax Institute Conference, one of the nation’s premier tax and wealth transfer conferences. Our Wealth Planning and Fiduciary team was onsite to answer questions and connect with the over 700 conference attendees. Over the course of the conference, they covered several topics including the advantages of selling assets to an intentionally defective grantor trust, different techniques to enable successful wealth transfer strategies and the fiduciary considerations of investing in alternative assets. For tax and wealth planning insights, read our 2024 tax planning checklist: https://lnkd.in/eYimgfG2
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Equities celebrated the quick U.S. election results last week. Will the gains continue into next year? Learn more in our latest #chartoftheweek https://lnkd.in/etkhJHRw
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Our CIO Sinead Colton Grant was featured on Bloomberg TV ‘Open Interest’ discussing her outlook for the equity market and the bond market’s reaction to last week’s presidential election. Watch: https://lnkd.in/eS4uETkY
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BNY Wealth is proud to collaborate with organizations like Segerstrom Center for the Arts, the largest multidisciplinary nonprofit performing arts organization operating in Orange County. Our Newport Beach office recently hosted clients for an evening of Broadway at Segerstrom, where they enjoyed an insightful conversation with Segerstrom CEO and President Casey Reitz before watching the musical Hadestown. Learn more about our Newport Beach office: https://lnkd.in/eF28w5a8 *Photos courtesy of Segerstrom Center for the Arts/Todd Rosenberg and Cara Garcia
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BNY Wealth转发了
Today, BNY recognizes and honors veterans of the U.S. Armed Forces for #VeteransDay ???? ? We are proud to count many veteran and active-duty military members as employees of BNY across the United States and beyond. We thank you for your dedication and service to your country. #Veterans
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Did you miss our post-election economic and market outlook #webcast? Watch the replay to hear our CIO Sinead Colton Grant and Daniel Clifton, partner and head of policy research at Strategas Securities, share insights on the election and its potential impact on the economy and markets. https://lnkd.in/e2NjHm9G
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Alicia Levine, head of investment strategy and equities joined CNBC ‘Squawk Box’ to discuss the impact of the 2024 election and what to expect from this week’s Fed meeting. Watch: https://lnkd.in/exEQExy2
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