High-Net-Worth Solutions


Elevate Your High-Net-Worth Approach

High-net-worth (HNW) investors—those with investable assets in the $5 to $25 million range—are a significant and growing audience. They are seeking new ways to grow, protect, leverage and transfer their wealth.

 

Having the solutions and infrastructure to properly accommodate this audience is essential to success. Powered by the strength of BNY Mellon, Pershing provides access to a full suite of wealth solutions so you can focus on growing your business and meeting your clients' needs.


Prioritizing products for improvement

Win. Grow. Retain.

This whitepaper shares case studies, conversation starters and tips for incorporating liability management into your business.


Growing Wealth
 

We understand that HNW investors have different needs and often want access to exclusive investment options. Our variety of wealth appreciation solutions are specifically designed to provide that access and help clients grow their wealth. Learn more about how our alternative investments, bank and brokerage custody, CDs, CDARs, fixed income, structured products and managed account solutions.

Protecting Wealth

 

Preserving assets, supporting social values and minimizing tax consequences may be top of mind for your clients. Help your clients protect assets with our wealth protection solutions. Explore our alternative investments, bank and brokerage custody, CDs, CDARs, fixed income, structured products, private banking, managed account and trust solutions.

 

 

Leveraging Wealth

 

Whether your clients want to finance real estate construction or expand their business operations, our sophisticated wealth leverage solutions can help you put existing wealth to work. Retain assets while meeting your clients' liquidity needs. Access our alternative investments, lending and private banking solutions to help your clients leverage wealth.

 

Transferring Wealth

 

Do your clients want to leave a legacy? We have wealth transfer solutions tailor-made for this audience. Make these solutions an essential part of your clients' estate planning strategy. Discover our philanthropic and trust solutions to help your clients transfer wealth.

Our Solutions

* Bank custody is offered by BNY Mellon, N.A., and is currently available through Pershing Advisor Solutions.

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Additional Resources

PERSPECTIVES

Allocator Appetite

Which hedge fund strategies are at the top of investors’ wish lists? Prime Services’ David Kaufman highlights strategies in high demand in today’s market environment.


PERSPECTIVES

Prime Time: How to Evaluate Your Counterparty Relationships

Having the right combination of prime brokers can help hedge funds better execute their investment strategies – and continuously reviewing their counterparty mix as markets evolve can help position managers for success.