GLOBAL WEALTH MANAGEMENT
PERSONALIZED SERVICE
CUSTODY & CLEARING
Client accounts are held and securities are cleared through Pershing, LLC, a wholly owned subsidiary of BNY Mellon and member of the New York Stock Exchange. BNY Mellon is the oldest US banking institution, founded by Alexander Hamilton in 1784.
SERVICES
By understanding our clients’ aspirations, we develop comprehensive financial strategies and make regular adjustments to ensure that we stay on course. We help individuals and families to grow and preserve wealth over market cycles and across generations.
PROTECTION OF CLIENT ASSETS
BNY Mellon Pershing’s core financial strength provides the foremost measure of the protection of assets held in our custody. Our parent company, BNY Mellon, is a leading provider of financial services for institutions, corporations and high-net-worth individuals.