BNY Pershing

The countdown to #realinsite has begun! ✨ This year’s must-attend event will focus on the future of #WealthManagement, navigating rapid technological change, unlocking next-gen potential and more. Be part of it 👉 http://ms.spr.ly/6045q3wT7

In celebration of #WomensHistoryMonth 💜, BNY kicked off a month-long series of events across the globe including panel discussions, community impact events, festivities and more. 📢 Our marquee event in NYC brought together more than a thousand team members from offices around the world via live-stream with CEO Robin Vince delivering opening remarks. Raquel Ettrick Thompson, BNY’s Women’s Initiative Network (WIN) Global Co-Chair hosted a panel discussion with WIN Executive Sponsor Jayee Koffey alongside special guests Alexis Krivkovich and A. Yesim Orhun. During their in-depth panel, these leaders tapped into the research, their personal stories and initiatives to foster leadership and be voices of change in their communities. ♣️ Later that evening, Executive Committee members joined Lynn Martin, President of NYSE Group and Jenny Just for our third-annual Poker Power event celebrating #IWD2025, giving attendees a first-hand look at how poker strategies can enhance the power of critical decision making, negotiating and risk assessment. 🎤 In APAC, WIN #IWD Co-Chair Luisa Fernanda Galindo moderated a powerful conversation featuring Executive Committee members Emily Portney and Jennifer Barker, Celine Loh of GIC and Danielle Sharpe of Standard Chartered on the topic Leading Through Change: Women on the Frontline of Resilient Leadership. Thank you to our dedicated #WIN global leadership team and members for organizing these empowering events and to our employees for attending, volunteering and uplifting women everywhere.

The trend is clear: #alts are booming. 🚀 Aaron Steinberg, Head of Prime Services Business Development and Capital Introductions at BNY, explores what’s driving interest in the asset class, insights from our recent survey of #RIAs and #wealthmanagers, and highlights key factors that make alts an interesting option for client portfolios. Read more from Financial Advisor Magazine: http://ms.spr.ly/6049qy5wx

That's a wrap on #EliteAdvisorSummit! 🌊✨This week was packed with insightful discussions on everything from geopolitical risks and economic outlooks to the latest in advanced tech solutions.    Our focus? Helping advisors help more people. At BNY, we continue to build for the future—streamlining data processes, investing in cutting-edge tech, and embracing the responsible implementation of AI to help drive meaningful growth.     A huge thank you to our industry sponsors, clients, and BNY teams for making this event unforgettable. Your support and engagement are truly invaluable. Here's to continued growth and innovation together! 🚀    Take a look back at our amazing time in Sea Island.

What an incredible day at #EliteAdvisorSummit! From a CEO panel discussion about driving success to service industry secrets for hospitality, today's sessions were packed with wisdom.      Advisory services are in high demand but short supply. The firms present at Elite collectively manage assets exceeding $4 trillion and are looking for innovative ways to increase advisor productivity. As your business grows and becomes more complex, the need for diverse solutions increases. BNY is fully committed to helping clients unlock this potential. 🔓

We kicked off our annual #EliteAdvisorSummit from beautiful Sea Island, GA! 🌴 Last night, the BNY and BNY Pershing teams hosted a fantastic welcome reception for our clients. Today, we dive into a jam-packed agenda! 🚀 BNY Pershing’s leadership team kicked off the day with an exciting session led by Ainslie Simmonds, Ben Harrison, and Christina Townsend. They dove into the latest trends in wealth management and shared how BNY is going above and beyond to enhance the client experience. From investing in cutting-edge technology to offering innovative financial solutions, BNY is all about doing more for our clients every step of the way. 💼📈 Stay tuned for more updates from #EliteAdvisorSummit!  

In a byline for Barron's, Ben Harrison, Head of Wealth Solutions at BNY Pershing, discusses his outlook on trends in the M&A environment: ✔️ Many RIAs who have prioritized M&As in prior years are now at an inflection point. ✔️ Firms with scaled platforms for growth are going to benefit the most. ✔️ As firms continue to grow and evolve, the focus should be on what sets them apart in the marketplace. Read the full article: https://lnkd.in/ejzAuuij

ANNOUNCEMENT: BNY Pershing added as a custodian by Atlanta-based RIA Homrich Berg to advance their competitiveness in the M&A market. As a growing wealth firm with aspirations to continue to add solutions across the wealth continuum, Homrich Berg will be able to leverage BNY Pershing's integrated bank and brokerage experience to offer a full-service wealth experience. Read more about this exciting news via Citywire: http://ms.spr.ly/6048Uhpbn

In the 2024 Annual Report, CEO Robin Vince reflects on the company's 240th year in business and how BNY is positioned to capitalize on industry megatrends, execute against its strategic initiatives and drive greater outcomes for clients across the industry. He also notes: "We're just getting started." Read the full letter to discover how BNY continues to unlock new opportunities and chart a path forward. https://lnkd.in/esPVGEsj

We had the privilege of hearing from Robert Walter, President of Sanctuary Wealth, and Ainslie Simmonds, President of BNY Pershing X, as they delved into the future of wealth management and the critical role technology is playing in its transformation. They discussed key trends shaping the industry, like the rise of independence and the growing shift to enterprise-scale firms. Ainslie emphasized the value of outsourcing non-core tasks, allowing advisors to focus on what matters most: building stronger client relationships. She highlighted the importance of integration, or as she prefers to call it, interoperability, with Sanctuary One powered by Wove, designed to streamline workflows and enhance the client experience. At Sanctuary, we’re committed to simplifying wealth management, making it more efficient and impactful than ever. The future is looking incredibly bright! #IMS2025 #WealthManagement #FutureOfFinance #ExpandYourHorizons