BNY Wealth

Community, conversation and cultivating change. That was the focus of our recent 2024 Convene conference in Big Sky, Montana where clients, colleagues and industry leaders gathered to learn, inspire and discuss trends across markets, technology, wealth planning and more. Robin Vince, CEO of BNY and Catherine Keating, Global Head of BNY Wealth kicked-off Convene with a discussion on BNY’s vision for the future. Catherine Keating also sat down with Sec. Condoleezza Rice, former 66th. U.S. Secretary of State and 19th National Security Advisor, who shared her perspective on geopolitics, technology and innovation in the U.S. A spectacular setting for stimulating discussions, we look forward to future opportunities to foster meaningful connections between our clients.

Our BNY Wealth teams are dedicated to making a difference in the communities where they live and work. Their year-round service brings important attention to causes often hidden from view. Thank you to our colleagues for their impactful contributions to our local communities. Here’s a look at some recent team members in action! #LifeAtBNY

Alicia Levine, head of investment strategy and equities, was featured on Bloomberg ‘Surveillance’ discussing her investment strategy ahead of the election and her expectations for tech earnings next week. Watch: https://lnkd.in/e_m5mKj6

In today’s ever-changing landscape, family offices face unique opportunities and challenges when it comes to asset allocation. Shadi Alnasr, client strategist, recently joined a discussion on Family Offices and Asset Allocation at the 2024 CFA Society Emirates MENA Investment Congress in Abu Dhabi. The two-day event brought together leading voices from across the region to explore the latest trends and opportunities in the MENA investment landscape. Learn about our family office services: https://lnkd.in/gaADrriT

In our 2024 family office investment study, we not only saw real estate as a top asset class for current allocations, but also a focus area for increasing exposure. Christine Curtiss, head of global family office, spoke to the Financial Times on the appeal of investing in hotels as an inflationary hedge for wealth preservation. Read the full article here: https://lnkd.in/ebrk-t-e

By treating tax planning as a year-round exercise, you can help your wealth plan stay up to date. Register to attend our year-end tax planning webcast on October 23 at 4:00 PM ET, featuring BNY Wealth tax experts and our head of investment advisory & planning solutions, Terry Sylvester Charron. The discussion will include our best thinking on a variety of key subjects, such as taxes, investments and estate planning considerations. Register: https://lnkd.in/e3kZYRPs

Catherine Keating, Global Head of BNY Wealth joined Bloomberg Wealth with David Rubenstein to discuss our economic and investment outlook and the power of adopting institutional disciplines to achieve personal goals in wealth management.

We had an incredible time at our AI: Charting the Investment Horizon event at the MIT Museum. Our clients enjoyed exploring the exhibits and hearing insights on how AI is transforming industries. Kevin Shea, senior equity analyst, discussed AI’s potential impacts to the economy and financial markets, and why investors should consider having exposure to this theme over the next decade. Learn more about the investment impacts of AI: https://lnkd.in/eQjMytYX

Have you missed the opportunity in bonds now that the cutting cycle has begun? We believe there is still time to potentially benefit. Learn more in our #chartoftheweek. https://lnkd.in/eukdtnh6

Alicia Levine, head of investment strategy and equities joined CNBC ‘Squawk Box’ to discuss our updated economic forecast through year-end and her outlook on the current state of the economy. Watch: https://lnkd.in/g-p43X6j