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Consultants

We can enhance the value you bring to clients and support you with insights and solutions to help them succeed.

Partnering for Your Clients’ Success with Agility and Expertise

We recognize the important role you play in your client’s decision- making process. Whether it’s a dialog around outsourcing options, risk management practices or other strategic initiatives, clients rely on your informed perspectives and guidance.

Our Consultant Relations experts understand the challenges you face and the complexity of your due diligence efforts. We use a collaborative approach to help you navigate the full suite of BNY Mellon solutions across the investment lifecycle. We also provide business insights, thought leadership, events and webinars tailored for the consultant community.

Our team is committed to developing long-lasting relationships and providing regular communications that help expand your knowledge and connect you with the right experts to strengthen your client relationships.

Our Latest Research

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LATEST RESEARCH

OCIO Providers Strive to Simplify Complex Investing

Institutions continue to seek external assistance, including the outsourcing of their investment functions to the growing ranks of OCIO providers, who must master a long list of complicated administrative, operational and IT functions.

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BNY Mellon Endowments & Foundations Study

We’ve analyzed performance and asset allocation trends across a spectrum of E&Fs, who need to balance the two-fold objectives of supporting a stable stream of income while preserving the real purchasing power of their assets in perpetuity.

News and Events

Your Opportunities

  • 1Explore Capabilities
  • 2Access Insights
  • 3Expand Networks

Explore Capabilities

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Let our experts help you identify the right set of solutions across our global capabilities to address your clients’ unique challenges.

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Learn how we can help your clients reduce operational pressures and provide leading servicing capabilities, data analytics and reporting.

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Get a demo of our advanced platforms and experience how our investment in technology can help fuel growth for your clients.

Access Insights

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Leverage our subject matter experts and thought leaders to enhance your knowledge about the industry and BNY Mellon.

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Get the latest research to help your clients prepare for changing regulatory landscape and manage their current risk management programs.

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Obtain enriched views on digital transformation, emerging technologies and other areas of opportunity.

Expand Networks

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Attend one of our exclusive consultant roundtables, webinars and other events to deepen knowledge and develop connections.

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Tour one of our innovation centers around the globe to see how we are building breakthrough financial technologies.

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Read our electronic newsletters for the latest on thought leadership, economic outlook, market trends, solutions launches, events, and more.

Our Thinking

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LATEST

OUR THINKING SERIES

The Race for Assets

Allocations to alternative assets are increasing. What’s driving this shift?

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2017 U.S. Tax Reform Overview

The Tax Cuts and Jobs Act, signed into U.S. law in December 2017, represents the most significant tax reform in over 30 years.

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Powering Potential

Closing the gender gap in women's access to financial products and services could unlock $330B in annual global revenue.

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The Market is Shifting Gears

In his April 2018 Investment Update, Jeff Mortimer says the market is finally taking notice of the building inflationary pressure and that investors need to appreciate this change to navigate the choppy waters ahead.

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Global Growth Engine - Still Firing on all Cylinders?

Our March 2018 Investment Update discusses the engine of our 2018 investment themes – synchronized global growth and what that means for the markets

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Central Banks 2018: Trends & Investment Outlook

Disappointing yields from traditional asset classes have led many central banks to rethink their investment strategies.
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The Age of Agile Solutions

The investment landscape is evolving at a rapid pace. How can organizations deliver new solutions at the rapid pace the business demands?

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Rethinking the Client Payment Experience

Discover how the use of new and advanced technologies can be leveraged to deliver a superior client experience.

Business Insights

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5 Key Trends that Could Define the Future of Investing

With a shifting landscape, how can both ETF and mutual fund managers be poised to adapt their business to take advantage of newly launched ETF products?

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Five Key Themes of Business Transformation

The financial services industry is undergoing sweeping transformation, presenting challenges and opportunities. How can the industry capitalize on those opportunities to reinvent itself and remain relevant to investors?

Capabilities

Investment Services

Asset Servicing


Asset Servicing

Through our global reach, expertise, breadth of services and innovative technologies, we deliver impactful strategies and knowledgeable insights that can help you make intuitive decisions at every phase of your investment process.

Services


BNY Mellon Markets

Capital Markets U.S.


Capital Markets U.S.

BNY Mellon Capital Markets, LLC provides debt and equity underwriting services across public and private markets. We also act as an equity market maker in selected securities and are active in fixed income markets. BNY Mellon Capital Markets, LLC is a wholly-owned non-bank subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and a member of FINRA and SIPC.

Services


BNY Mellon Markets

Collateral Management and Segregation


Collateral Management and Segregation

New regulatory demands are pushing collateral aggregation and optimization to the forefront. As you face liquidity, financing, risk and balance sheet challenges, we can help you. Reimagine the way you manage collateral and margin requirements.

Services


Investment Services

Corporate Trust


Corporate Trust

We seek to be your long-term partner by providing best-in-class service and continually earn our reputation as the gold standard.

Corporate Trust is our core business and competency, and we take our commitment to remain unbiased seriously. We utilize our global footprint to deliver a full range of issuer and related investor services across a wide array of program types.

Services


Investment Services

Depositary Receipts


Depositary Receipts

On stock exchanges throughout the world, we provide extensive access to depositary receipts (DRs). We are ranked #1 among depositary institutions in capital raising, trading volumes and trading values.

Services


Wealth Management

Family Office Services


Family Office Services

Helping to preserve, manage and further family legacies and wealth for some of the world´s largest and leading family and multi−family offices.

Services


Markets

Foreign Exchange


Foreign Exchange

Our technology is designed to offer productivity tools, help mitigate operational risks and provide access to local liquidity.

Services


Investment Management

Investment Strategies


Investment Strategies

We believe that the foundation for successful investing is a well-diversified portfolio that provides flexibility in the face of changing markets and incorporates clearly defined risk limits.

Services


BNY Mellon Markets

Liquidity Services


Liquidity Services

We offer a suite of products that allows you to take control of your cash and liquidity. You can leverage our mix of offerings, with different liquidity profiles, to match your cash needs. Discover our sophisticated real-time tools which can assist you in managing your liquidity and margin requirements.

Services


Investment Services

Pershing Clearing Services


Pershing Clearing Services

A financial services market leader located in 23 offices worldwide, we are uniquely positioned to provide advisors and firms global insights into industry trends, regulatory changes and best practices, as well as shifts in investor sentiment and expectations.

Services


BNY Mellon Markets

Securities Finance


Securities Finance

Regulation and rapidly changing global financial markets can present challenges and opportunities as you implement investment strategies and try to comply with capital requirements.

Work with BNY Mellon as you face these challenges and opportunities. Together, we can build a flexible and efficient financing solution.

Services


Investment Services

Treasury Services


Treasury Services

Through our customizable solutions, innovative technology and industry expertise, we are committed to delivering high-quality cash management, payment and trade solutions for your corporate and institutional global treasury needs.

Services


Wealth Management

Wealth & Estate Planning


Wealth & Estate Planning

Wealth planning is about much more than retirement or wealth transfer, it’s about fully realizing your personal goals and vision. We bring more than two centuries of experience to bear with the expertise to achieve your vision.

Services


Contact Us

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