Investment Servicing & Information Management

Through BNY Mellon’s world-class custody services, we make sure our clients’ assets and information are secure and that every detail is well covered with comprehensive reporting.

To this end, we provide a range of services that include complete custody and administration services, customized reporting and performance analytics.

  • Global Custody
  • Information Reporting
  • Performance Measurement & Analysis
  • Cash Processing
  • Partnership Accounting


Access your investment, banking and CMAA accounts or your BNY Mellon business banking relationship.



Global Family Philanthropy: Exploring Key Considerations for Giving Across Borders

This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.


Our Thinking

Bonds: 2019 Year-End Review & 2020 Outlook

The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.

Will the SECURE Act Impact Your Retirement Plan?

Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.

Contact Us

Do you want to know more about BNY Mellon Wealth Management solutions?
+1 866 804 5023
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