PERSPECTIVES

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TECHNOLOGY

Three Key Tech Themes for Wealth Management Firms

Pershing’s top tech leaders discuss AI, tech stacks and changing technology.

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PERSPECTIVES

Driving Forward

An Interview with Sareena Dalla Brookshire.

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Pershing’s Commitment to Institutional Clients: Stronger Than Ever

Pershing’s Commitment to Institutional Clients: Stronger Than Ever

Pershing’s Commitment to Institutional Clients: Stronger Than Ever

AUG 19, 2021
 

BNY MELLON'S PERSHING

Consolidations, narrowing margins, increasing regulatory pressures, and the need for operational efficiencies and technology investment are changing the way firms serve their institutional clients.

At Pershing, we’re helping more than 200 institutional firms grow and transform. It’s no wonder that our institutional segment is the fastest growing broker-dealer segment. We are a leader in this space because we’ve carefully expanded our institutional presence utilizing the scope and resources of BNY Mellon. We continue to offer exceptional service and stand as a partner to the best companies in the institutional marketplace. Here are some highlights since Pershing joined BNY Mellon in 2003.

 

Click the timeline below to expand the image.

A Timeline Marked by Success and Achievement

Pershing’s Commitment to Institutional Clients: Stronger Than Ever

 

Consolidations, narrowing margins, increasing regulatory pressures, and the need for operational efficiencies and technology investment are changing the way firms serve their institutional clients.

Download the Timeline

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

 

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 

 

 

 

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