Wealth management strategies In general, wealth management entails coordinating all the moving parts of a client's financial situation into a comprehensive wealth plan. This might include their tax situation, investments and retirement planning.
What is wealth management and do you need it?
Wealth management is widely understood to be a suite of services that aims to manage, multiply and protect wealth. This suite includes retirement preparation, insurance, estate planning, investment management and tax abatement strategies. Certain firms also offer accounting and banking services to clients.Nov 6, 2021
What is BNY Mellon known for?
BNY Mellon is a provider of investment management and investment services and we are a world-renowned leader in each. When combined, the power of our extensive capabilities can help drive your success in markets around the world.
What services does BNY Mellon offer?
Within the Investment Services division, Bank of New York Mellon has a variety of lines of business, including Asset Servicing, Pershing (providing clearing, custody, and other business services), Issuer Services, Treasury Services, and Clearance and Collateral Management.
Why is BNY Mellon unique?
Unique Perspective With a global view across trillions of dollars in assets and access to one of the world's largest financial datasets, we can see what others can't. This unique market intelligence helps us deliver valuable insights, identify trends and innovate new ideas—all in the service of our clients.
What kind of bank is BNY Mellon?
Type Public
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Industry Banking Financial services
Predecessor Bank of New York (founded on June 9, 1784) Mellon Financial
Founded July 1, 2007