Bank / Wealth / TrustRIA · CRD 106108

Updated:

BNY Wealth Management

BNY provides wealth management offering investments, wealth planning and banking for individuals and family offices. BNY sits at the heart of the world’s...

BNY Wealth Management logo

BNY Wealth Management

BNY provides wealth management offering investments, wealth planning and banking for individuals and family offices. BNY sits at the heart of the world’s capital markets, helping clients operate more efficiently and accelerate growth while remaining resilient through change. It delivers innovative solutions across every stage of the financial lifecycle and touches approximately 20% of the world's investable assets.

General information

Firm type

Bank / Wealth / Trust

Year founded

1784

AUM

$2.1T

Location

Region

North America

Country

United States

City

New York

Corporate office

200 Park Avenue, New York, NY 10166, United States

Sector focus

DiversifiedHealthcareInformation Technology

Frequently asked questions

Who runs investment decisions at BNY Wealth Management?

No named principals or CIO appear in the source records.

Does BNY Wealth Management participate in fund commitments or only direct deals?

Source records list equity and buyout strategies without specifying commitment versus direct allocation split.

What investment stages does BNY Wealth Management typically target?

No stage preferences are stated in the available data.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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