The BNY Wealth #Philadelphia team marked America’s 250th anniversary with an exclusive event at the @amphilsociety . Joined by Dr. Patrick Spero, CEO of the American Philosophical Society, attendees experienced the 2026 exhibition These Truths: The Declarations of Independence.
This celebration highlighted BNY’s legacy as the nation’s oldest bank and our ongoing commitment to progress, responsibility and greater purpose.
We’re proud to share that BNY Wealth was recognized at the Family Wealth Report Awards 2026, winning in three categories: Credit Solution, Family Office Custodian and Family Office Wealth Planning Solution.
These awards highlight excellence, innovation, and leadership in the family office and wealth management industry. We are proud to stand alongside peers serving the family office, family wealth and trusted advisor communities.
#LifeAtBNY
A new view, a historic moment. From our new location in #WashingtonDC, our view of the Washington Monument serves as a daily reminder of the history all around us. As the country looks ahead to America 250, we are proud to deepen BNY Wealth’s presence in a city where history, leadership, and possibility meet.
#LifeatBNY #ViewFromTheOffice
Alternative investments can complement traditional portfolios, from private equity and real assets to hedge strategies, but they also come with tradeoffs. Watch the latest #FinancialPrinciples video with BNY Wealth’s Cody Aguado, investment strategist, for key insights on what to know.
Tap the link in the bio to learn more.
We’re back on the road again! This stop was in #Philadelphia for our national event series focused on private business owners and their advisors. 🚗✨
From M&A and tax strategy, to wealth planning and artificial intelligence, the conversation was centered on what business owners need to navigate today's market. A standout theme: how #AI is driving efficiency, growth and competitive advantage. We look forward to continuing these conversations on the road in 2026.
Have you thought about the legacy you want to leave behind?
Whether you’re building your wealth plan or helping someone build theirs, disciplined habits matter. Watch our latest #FinancialPrinciples video with BNY Wealth’s Jake Nose for essential habits to help sustain wealth across generations.
Tap the link in the bio to learn more.
Indian Wells delivered once again. At the @bnpparibasopen , we had the privilege of hosting clients against one of tennis' most iconic backdrops - experiencing the thrill of the finals and an unforgettable evening with the legendary Lindsay Davenport, who shared candid reflections from her journey at the top of her game.
Thank you to all our guests and the team who made this event truly memorable.
As the seasons change, our dedication to excellence remains constant. At BNY Wealth’s inaugural Circle of Excellence celebration, we brought together colleagues to deepen connections, share best practices, and translate performance into broader impact. With CEO Robin Vince and Global Head of Investments & Wealth Jose Minaya, we blended executive perspectives with peer-led sessions—living our principles every day to be more for our clients and power our culture.
#LifeAtBNY
Did you know winning in polo—and in wealth—comes down to strategy, timing, and a great team? At the @nationalpolocenter , BNY Wealth celebrated how disciplined play on the field mirrors disciplined planning off it.
FIFA World Cup icon, @landondonovan10 , joined us for a conversation on performing at the highest level, leading with purpose, staying humble and sustaining motivation. We’re grateful for the engagement and look forward to future moments with clients and our Palm Beach community.
What a week at #Heckerling2026! It was great to meet new faces and reconnect with colleagues at our booth. BNY Wealth is honored to support this event for another year and the trusts and estates community it brings together.
See you at next year’s event!
Uncertainty is louder than ever. 🌍
From geopolitical risk to markets near all-time highs, leaders at #WEF26 are navigating what comes next—and what it means to stay invested through change. Jose Minaya, Global Head of Investments and Wealth at #BNY, shares how clients are thinking about diversification, liquidity and long-term investing amid an evolving global landscape.
Watch now 👀
#Davos #WEF @worldeconomicforum
As we wrap up 2025, we’re grateful to our clients and guests who joined us recently in #Miami and #FortLauderdale for dynamic conversations on the road with Alicia Levine, head of investment strategy and equities, and Dan Clifton, partner and head of policy research at Strategas Securities. Alicia and Dan covered the current policy landscape and its potential effects on the markets and the economy in the year ahead.
Thank you to our clients for your trust, partnership and dialogue this year—we’re energized to carry this momentum into 2026.
