BNY Mellon Wealth Management offers alternative investment opportunities – such as private equity and hedge fund strategies -- to qualified investors who seek further diversification in their portfolios and can accept possible higher risk with the opportunity for higher return.

Hedge funds

Through our alliance with Optima Fund Management, BNY Mellon Wealth Management provides access to some of the world’s most highly regarded hedge fund managers.  This allows our clients to capitalize on a sophisticated range of opportunities, including fund-of-funds and single strategy funds.

Private equity

BNY Mellon Wealth Management’s disciplined private equity process focuses on U.S. venture capital, and provides exposure to middle-market buyout partnerships.  Typically, these investments are made available through fund-of-funds investments, and, in some cases, by investing directly in underlying partnerships.

Our private equity team, dedicated to our private wealth clients, has been in place for more than 20 years.

While alternative investments can be an important part of a diversified portfolio, they are not appropriate for all investors due to their unique nature, complexity, and risks.  We can help you weigh the risks and rewards of these investments to determine if they should be part of your wealth management strategy.