OUR SERVICES
INVESTMENT MANAGEMENT
WEALTH & ESTATE PLANNING
PRIVATE BANKING
ASSET SERVICING & INFORMATION MANAGEMENT
     
We're the oldest, safest private bank in the U.S. Why would you want your money anywhere else?

It's no accident that the nation's oldest private bank has the industry's newest ideas.

Safest bank in the U.S.1
Oldest U.S. private bank
Expert structured financing capabilities
Deep expertise in serving private clients

For more than two centuries, we have provided private banking services for the nation's wealthiest individuals and families. From checking and savings programs to sophisticated financing structures, we have responded to the evolving needs of our clients with innovative solutions and unmatched personal service.

In doing so, we work to apply our ideas and capabilities in the context of each client's overall wealth management goals and strategy. As a result, we can offer solutions that most completely respond to your unique circumstances while furthering your specific objectives.

    Credit & Lending Services2
  • Secured and unsecured lending
  • Jumbo mortgages3
  • Commercial real estate financing
  • Life insurance premium financing
  • Aircraft financing
  • Hedge fund financing
  • Hedging strategies
  • Standby letters of credit
    Self-Directed Investment Services4
  • Cash Management Access Account
  • Individual Retirement Accounts
    Deposit & Payment Services2
  • Deposit accounts
  • Online and mobile banking
  • Escrow services
The Cash Management Access Account
A single source for banking and brokerage.
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Optimize Your Personal Balance Sheet
Achieving your financial objectives means optimizing assets and liabilities.
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1
According to Global Finance Magazine's World's 50 Safest Banks ranking (April, 2013).
2
Banking and credit services, which are subject to credit approval, are provided by BNY Mellon, N.A., a wholly owned subsidiary of The Bank of New York Mellon Corporation. Member FDIC.
3
Mortgage services, provided by BNY Mellon, N.A. to existing and prospective clients of BNY Mellon Wealth Management, are subject to credit approval.

As a result of the Secure and Fair Enforcement Act (S.A.F.E. Act). BNY Mellon Wealth Management's mortgage banking officers are registered with the Nationwide Mortgage Licensing System and Registry (Registry). The unique identifier provided by the Registry for each mortgage banking officer is included in our S.A.F.E. Act Disclosure.
4
Brokerage services are provided by MBSC Securities Corporation ("MBSC"). MBSC is a registered broker-dealer, a member of FINRA and SIPC, and a wholly owned subsidiary of The Bank of New York Mellon Corporation.
Investments: Not FDIC Insured. Not Guaranteed. May Lose Value.

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