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Wealth Managers
Your clients are looking to you for a holistic approach to their financial health and solutions beyond the realm of traditional investing. Pershing Advisor Solutions supports you with a wide array of sophisticated solutions designed for wealth managers.
Growth Solutions
- Fully flexible, scalable solutions designed to grow with your business
- Marketing resources, including turnkey programs and one-on-one consulting
- Ready-to-execute programs
Products and Services
- Sophisticated wealth management products including lending, cash management, trust solutions, and managed accounts
- A full range of mutual funds, insurance, and trust and banking products
- Corporate executive services to support corporate stock option exercises, restricted and control stock sales and transfers, and strategies for concentrated stock positions
- Our groundbreaking, open-architecture Managed Account Direct™ platform offers unparalleled support for all of your separately managed accounts.
Dedicated Service
- High-touch, high-service relationship
- Deep resources of Pershing and The Bank of New York Mellon Corporation
- Technology expertise
- Dedicated team committed to anticipating and exceeding your needs
Practice Management
- Extensive programs and resources to help you drive business growth, leverage your human capital, and boost your operational efficiency
Contact us to learn more about how we can support wealth managers needs.
Discover the shifting trends in mergers and acquisition activity and learn how to best take advantage of the changing environment in Real Deals 2008: Definitive Information on Mergers and Acquisitions for Advisors.
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.