Private Client Group

The Private Client Group is staffed with a team of experienced professionals who understand the complex and time-consuming parameters surrounding investment transactions and accounts such as:

  • Alternative Investment Strategies
  • Donor Advised Funds
  • Lending Solutions
  • Restricted and Control Stock
  • Employee Stock Ownership Plans
  • Charitable Giving Solutions
  • Directed Trust Services

 

Benefits of the Private Client Group

  • Increase Liquidity: PCG can help high net worth clients take advantage of increased liquidity with complete access to financing or alternative investment strategies.
  • Integrated Wealth Management Solutions: PCG supports the transactions of high-net-worth clients as components of a total wealth management plan, guiding clients through the intricacies that these types of transactions present.
  • High Level of Responsiveness to Client Needs: PCG’s dedicated team of product experts provides a high level of responsiveness to help meet demanding client needs.
  • PCG assists the financial advisor the clients in navigating the many considerations and requirements that are inherent in successful wealth management solutions.

BNY Research and Commentary

Related Articles

Global Markets

The Time For Emerging Markets

Emerging markets are diverse and we see the growth prospects for certain countries as remaining excellent (and, in our view, sustainably so) irrespective of commodity prices and consequent global trade gyrations. We believe there are many heavily under-penetrated sectors providing...

Read More: The Time For Emerging Markets
Market Commentary

Mid-Year Market Commentary

Investors entered 2017 with the anticipation that the Trump administration would usher in a period of fiscal stimulus which could reaccelerate economic growth.

Read More: Mid-Year Market Commentary
Investment Insight

Common Misconceptions About the Current Bull Market

Jeff Mortimer’s September Investment Update discusses common concerns about the current bull market and how misconceptions can cause investors to miss out on opportunities.

Read More: Common Misconceptions About the Current Bull Market
Asset Allocation

The Mounting Case For EAFE Equities

We think the U.S. election outcome and a shift in global sentiment have created pockets of compelling investment ideas in Europe and Japan. We see a resumption of trends that began to play out over a year ago when U.S....

Read More: The Mounting Case For EAFE Equities
Economic Insight

Where In The WEO Are We?

Twice a year, staff of the International Monetary Fund (IMF) rolls out forecasts for over 190 economies for the next five years.

Read More: Where In The WEO Are We?