Bank of New York Mellon Wealth Management

About The Fund

Bank of New York Mellon Wealth Management is a prominent financial institution that caters to the requirements of individuals, families, family offices, and institutions through an array of wealth management services. Established in 2007 with headquarters in Seattle, Washington, their services envelop investment management, wealth and estate planning, private banking, asset servicing, and information management. The firm's investment thesis gravitates towards financial services including FinTech, as well as other sectors like Hardware and Manufacturing. They place a significant emphasis on harnessing growth via strategic acquisitions, aiming to bolster and diversify their core offerings. Through their website, the firm outlines their approach to delivering world-class wealth management services, which includes BNY Pershing Wealth Investments. Their offerings are elaborated under various solutions such as Investment Management, Private Banking, Trusts & Estates, and Wealth Planning tailored for individuals and families, family offices, business owners, foundations, and endowments. The firm provides deep insights into economic outlooks, market trends, and capital market assumptions to guide their clients in shaping long-term investment portfolios. They also highlight the importance of Active Wealth Management, a dynamic strategy that encompasses investing, borrowing, spending, managing taxes and costs, along with safeguarding wealth for future generations. BNY Mellon Wealth Management positions itself as America's first private bank, promoting a personalized approach to banking and credit, seamlessly integrated with a comprehensive wealth management strategy that reflects their clients' distinct tax, financial, and personal circumstances.