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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.

News and Events




The Future is Now: Transforming Together

BNY Mellon’s 2018 Asset Owner Consultant Briefing brought together market influencers to discuss the industry landscape and hear an update on the firm’s strategic direction. The event, themed “The Future is Now: Transforming Together” focused on creating value for asset owner clients and what we can collectively and collaboratively do to help them transform.

Our Latest Research

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Global Public Investors and the Real Assets Market

New research from BNY Mellon and the Official Monetary and Financial Institutions Forum (OMFIF) charts the rising influence of global public investors in the real assets market.

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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.

Your Opportunities

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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ESG Investing: Setting a Course for a Sustainable Future

A transformational shift is occurring as financial market participants, regulatory and industry bodies adopt a more proactive approach to ESG investing.

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Launching Alternative Funds in Europe: Easier Than You Think

Europe continues to offer alternative investment managers attractive fund raising opportunities. With the right partners, setting up and managing a European vehicle can be straightforward.

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The Race for Assets

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

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The GIPS® Standards for Asset Owners

As a result of the increased transparency and due diligence on the part of asset owners, we are seeing a growing interest in attaining Global Investment Performance Standards compliance among the asset owner community.

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The Future of Payments: A Corporate Perspective

This whitepaper explores how businesses are experiencing the changing state of corporate payments today, the challenges faced as they seek to enter this ever-evolving space going forward, and what the developments mean for the payment industry’s collective future.

Business Insights

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Transforming the Investor Experience

Investment management has long embraced technology. However, it is only recently, as computational power increased and software became easier to deploy, that the industry has been able to interrogate data more effectively to find greater efficiencies, add value and improve performance.

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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?


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.


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.


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.


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.


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.


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.


Foreign Exchange

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


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.


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.


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.


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.


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.


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.


Contact Us

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