When you choose to work with Pershing, you gain access to a wealth of resources and a global team of experts dedicated to helping you grow your business. Pershing has served many of the world’s most sophisticated and successful wealth and institutional firms for almost 85 years.
We align our people, services and technology to deliver a simplified and enhanced experience. We help our clients operate their businesses more efficiently by providing highly competitive solutions and technology tools that support their growth initiatives and allow them to optimize the use of capital.
Wealth Solutions supports registered investment advisors (RIAs), wealth management firms and trust companies, who look to us as a strategic partner. These firms choose us for our investment and managed account solutions, reporting and insights, flexible technology and consulting.
Pershing serves institutional-oriented broker-dealers, investment banks and other capital markets firms, and hedge funds and other alternative investment managers. Backed by the strength and scale of BNY Mellon, we provide institutional clients with financing, clearance and custody, collateral management, global trade execution, securities lending and syndicate capabilities—all on a single platform.
With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliate BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, a leading provider of managed accounts solutions and Pershing X, Inc.
BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.
Brokerage custody provided by Pershing LLC, member FINRA, NYSE, SIPC, a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Affiliated advisory services, if offered, provided by Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Technology services provided by Pershing X, Inc.
Pershing Limited is an affiliate of Pershing LLC. Authorised and Regulated by the Financial Conduct Authority in the UK, no. 124415. Pershing Securities International Limited is regulated by the Central Bank of Ireland. Pershing (Channel Islands) Limited is regulated by the Jersey Financial Services Commission.
at a Glance
At BNY Mellon’s Pershing, we consider everythingas we help our clients transform their businesses, drive growth, maximize efficiency and manage risk and regulation.