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BNY Mellon - Coggle Diagram
BNY Mellon
Investment Services
(Leader: Roman Regelman | Asset Size: $36.7 trillion AUC/A)
[ AUC/A = Assets under Custody and Administration ]
Asset Servicing:
Helps manage and protect clients' financial assets
Custody Services:
Safeguards financial assets for clients
Fund Services:
Supports the operation and administration of investment funds
Securities Lending:
Lends out clients' securities to generate extra income
Foreign Exchange Services:
Provides currency exchange services for global transactions
Pershing
(Leader:
Jim Crowley
| Asset Size: $2 trillion AUC): Provides support for investment firms
Clearing and Custody Services:
Finalizes trades and securely holds assets
Wealth Management Solutions:
Offers investment advice and financial planning
Trading Services:
Executes trades for buying and selling assets
Issuer Services:
Helps companies with financial transactions like issuing bonds or stocks
Corporate Trust:
Manages the administration of bonds and other debt securities
Depositary Receipts:
Facilitates trading of a company’s shares on global stock markets
Treasury Services:
Manages payment processing and cash flow for businesses
Payment Services:
Handles the transfer of money for businesses
Liquidity Management:
Helps businesses manage their cash flow efficiently
Clearance and Collateral Management:
Manages the process of settling trades and securing loans
Global Collateral Services:
Oversees collateral used in financial transactions
Broker-Dealer Services:
Supports brokers and dealers in their trading activities
Other Specialized Services
Risk and Compliance Solutions:
Helps clients meet regulatory requirements and manage risks
Regulatory Services:
Ensures clients follow financial regulations
Risk Management:
Helps clients identify and manage potential financial risks
Data and Analytics Solutions:
Provides insights and data to help clients make informed decisions
Insight and Reporting:
Delivers reports and analysis to guide business decisions
Performance and Risk Analytics:
Analyzes investment performance and risks
Digital Services:
Offers technology solutions for managing digital and financial assets
Digital Assets:
Manages investments in digital currencies and other digital assets
Fintech Solutions:
Develops innovative financial technology products and services
Investment Management
(Leader: Hanneke Smits | Asset Size: $1.9 trillion AUM)
Wealth Management
(Leader: Catherine Keating | Asset Size: $292 billion AUM): Provides personalized financial advice and investment management
Financial Planning:
Helps clients plan and manage their personal finances
Investment Management:
Manages investment portfolios to help clients achieve their financial goals
Asset Management:
Oversees investments on behalf of clients
Equity and Fixed Income Solutions:
Offers investments in stocks and bonds
Alternative Investments:
Provides investment options beyond traditional stocks and bonds
Multi-Asset Solutions:
Combines different types of investments to manage risk and return
Private Banking:
Offers specialized banking services for wealthy individuals
Trust and Estate Services:
Helps clients manage and transfer their wealth
Lending Services:
Provides loans tailored to the needs of wealthy clients