Relentlessly
Client-focused
Client-focused
For over 240 years, we’ve been helping accomplished individuals, families, family offices and institutions build, manage and sustain their wealth through periods of economic growth, contraction and everything in-between.
Being relentlessly client-focused isn’t easy. But we’ve found it’s the only way to create the kind of client satisfaction that leads to enduring relationships that span generations.
Active Wealth
We start with the question, “What do you want your wealth to do for you?” Based on your answers, we’ll uncover opportunities that will help you attain your goals.
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 every financial decision actively and intentionally powers your goals.
Our History
Over BNY’s 240 year history, we’ve seen times of prosperity, uncertainty and possibility.
Our Leadership
New ideas are born from new perspectives. The varied backgrounds of our leadership team ensure that our clients and the industry benefit from a wide array of insights.
BY THE NUMBERS
Powering the Financial World
As part of BNY, we leverage our firm’s strength as a leading investment management, asset servicing and wealth management firm to offer world-class solutions.
*All figures as of December 31, 2024