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Wealth Management Solutions
Your affluent clients want to grow, safeguard, and pass on wealth in a fast-changing market. They turn to you for help.
We can give you a competitive edge in this demanding segment. Enable corporate executives to tap into their illiquid wealth. Offer access to alternative investments and structured products. Empower clients to build enduring legacies with sophisticated trust and planned giving services.
Corporate Executive Services
- Provides high-touch support for specialized transactions to help clients unlock the value of illiquid wealth
- Includes employee stock option exercises, restricted and control stock sales and transfers, and strategies for concentrated stock positions
- Access a turnkey solution to create, monitor, and execute Rule 10b5-1 trading plans with robust features that include single sign-on access through NetExchange Advisor™, automatic trade execution, and a comprehensive audit trail of all users and trades
Employee Stock Option Administration Capabilities
- Full administration services for equity compensation programs and stock purchase plans for executives and employees around the globe provided through The Bank of New York Mellon Shareholder Services
- If your client already has a plan and only wants to execute, Pershing can help facilitate trades
Trust Network
- Access to a full menu of services from premier trust companies—while you provide investment management
- Offers a choice of highly regarded trust companies, including The Advisory Trust Company of Delaware, Reliance Trust Company, Santa Fe Trust and Wilmington Trust Company
- Provides access to all account functions, resources, and data on NetExchange Advisor™
Donor-Advised Funds
- Addresses the philanthropic goals of clients with charitable-giving vehicles that give donors the opportunity for tax benefits while recommending grants to the charities of their choice
Alternative Investments
- Access a range of alternative investment products and strategies through The Bank of New York Mellon, including hedge fund of funds
- The Bank of New York Mellon Equity Derivatives Group offers a number of strategies to help investors with concentrated equity holdings reduce portfolio risk, hedge against market volatility, and increase liquidity
- Pershing offers a wide array of new-issue structured products to help investors diversify their portfolios
Contact us today to learn how we can help you satisfy the needs of your affluent clients.
In line with rising levels of prosperity and a heightened interest in charitable giving, assets of the nation's largest donor-advised funds reached $19.2 billion at the end of 2006, up more than 21 from a year ago, according to a survey by The Chronicle of Philanthropy.