Jose Minaya’s Post

Scoop on Global Custodian, huge news. Roman has been an fascinating person to talk to and watch bring change to the industry and BNY Mellon to during his five years in the role. As well as reading the news story below, make sure you check out our conversation from his five year anniversary, to learn more about his journey, via this link > https://lnkd.in/ecrpeCar

Clarity of objectives and clients at the centre…..

“With the number of family offices tripling since 2019, and their total assets reaching an estimated $6 trillion or more, the flood of family office money into private companies could reshape private markets and the private equity industry,” according to a report by BNY Mellon Wealth Management, To stay ahead of the game, contact an RS&F advisor today: https://lnkd.in/eBmVBDXP 🙌 . . . #FamilyOfficeFriday #FinancialShift #FamilyWealth

BNY Mellon, one of the most storied names in the financial world, has recently undergone a rebranding, emerging as simply "BNY." This change isn’t just a new name—it reflects a deeper transformation aimed at connecting more closely with clients and the evolving market. For centuries, BNY Mellon stood as a symbol of stability and trust in finance, with roots tracing back to Alexander Hamilton’s founding vision in 1784. Now, as BNY, the company embraces a more modern and streamlined identity. This shift is about more than aesthetics; it's about fostering a more personal and agile approach in an ever-changing industry. The rebrand to BNY signifies a commitment to innovation while honoring a rich legacy. By simplifying its name, BNY aims to break down barriers, making its services more accessible and its communication clearer. This move aligns with a broader strategy to integrate technology seamlessly with financial expertise, providing clients with enhanced digital solutions and a more responsive service. In essence, BNY’s rebranding is a pledge to stay at the forefront of finance, meeting clients where they are and anticipating their future needs. It’s a thoughtful evolution, ensuring that while the name has changed, the core values of integrity, excellence, and client focus remain steadfast. #BNYRebrand #BNYMellon #FinancialServices #TechInFinance #FinanceTransformation #investmentbanking #finance #financialnews #FinanceIndustry #BusinessStrategy #CorporateEvolution #TrustAndInnovation #BNYFutureReady

Exclusive to With Intelligence: BNY Mellon names new head of manager research Anthony Mastrocola, CFA, CAIA. It is understood that his predecessor Jasmine Yu, PhD, CFA, CAIA is on garden leave before starting as a CIO at a regional bank in the US. Read the full story here: https://lnkd.in/eAy6TR3b #managerresearch #hedgefunds #privateequiry #alternatives #privatemarkets #wealthmanagement #BNYMellon

Despite client exits that tore a nearly $100 billion hole in Pershing’s inflows last year, the profits of its unit of parent company BNY Mellon helped buoy the megabank’s business. Here are the key takeaways for financial advisors and other wealth management professionals from the firm’s fourth-quarter earnings. #wealthmanagement #recruiting #bnymellon

Hello, LinkedIn! I am here to share my most recently posted article for With Intelligence. In this piece, I discuss how BNY has hired Nuveen, a TIAA company's former CEO, and named him its new global head of BNY Investments and Wealth. I encourage you to check it out! Read More: https://lnkd.in/gzi-MiNP #WithIntelligence #NoBadDays #MutualFunds #ETFs

One thing I’m proud to share about BNY Mellon is our unique vantage point from touching approximately 20% of the world’s investable assets, which gives us valuable insights into the global market. Our latest Alta Report provides an insight into real-money investor positioning as expected rate cuts loom, the potential effects of a weaker dollar on international markets, and how anticipated rate cuts in the U.S., U.K., and Europe are influencing current trends. https://ow.ly/RxHp30szCBp

Interesting paper from BNY Mellon on how continued interest in private markets is helping drive efforts to democratize alternative assets. Read the paper to better understand the key drivers and potential challenges ahead for alternative asset managers and the industry overall. https://bny.mn/3SwZA4G #bnymellon #privatemarkets #alternatives

It was an pleasure to share with colleagues across the firm how BNY Mellon | Pershing is developing groundbreaking technology to enable wealth firms to improve productivity, grow revenue and reduce risk. #BeMoreForOurClients #LifeAtBNYMellon #Pershing #BNYMellon #wealthmanagement