BNY Mellon (formerly Bank of New York) offers a variety of investment services, including investment management, wealth and estate planning, private banking, and asset servicing and information management. These services are offered to corporations, institutions and high net worth individuals.
BNY Mellon offers a multitude of investment management services for its clients. Among such services are strategic asset allocation, asset management and objective-driven investing. Advisors work with clients to create comprehensive wealth management portfolios. In doing so, they offer fiduciary services, such as tax preparation and trustee services. Additionally, they provide asset-specific analysis and planning, including real estate management and retirement plan oversight.
As the oldest bank in the United States, BNY Mellon also has a variety of private banking options. From checking and savings programs to elaborate financing structures, many services are available for the nation's wealthiest individuals and families. BNY Mellon provides funding for hedge funds, aircraft purchases and commercial real estate.
To help clients protect their assets, BNY Mellon has an array of services that include complete custody and administration services, customized reporting and performance analytics. They provide asset management through ACH transfers and Section 704c tracking, as well as Global Investment Performance Standards-compliant reporting and multi-manager coordination.