BNY Wealth

Sinead Colton Grant, chief investment officer, was quoted in Business Insider discussing our 2025 #outlook, including the implications of potential tariffs on markets and investment opportunities in equities. Read the article: https://lnkd.in/gWQz34DA

Sinead Colton Grant, chief investment officer, unveils our #2025Outlook: Runway in Sight. Watch to learn the most important investment insights from our top experts. Download our full Outlook here: https://lnkd.in/d-5WvtQ6

With the S&P 500 and Nasdaq Composite hitting all-time highs, 2024 will be a tough act to follow in the new year. What could drive further stock market gains in 2025? Learn more in our latest #chartoftheweek. https://lnkd.in/eu3fSqAh

Sinead Colton Grant, chief investment officer, was featured on Bloomberg ‘The Close’ discussing her market #outlook for 2025 and expectations for continued sector rotation. Watch: https://lnkd.in/es_Gb9xd

As we move into 2025, the combination of the Fed’s continued easing, U.S. economic strength and the potential boost from pro-growth policies under the new administration will bring the runway for moderate growth into sight. Lower short-term interest rates will reduce borrowing costs for many consumers and businesses, helping to bolster consumer spending and economic activity. This backdrop should present attractive opportunities across asset classes for investors. What are the key themes shaping investment opportunities next year? Learn more in our #2025Outlook: Runway in Sight. https://lnkd.in/d-5WvtQ6

Annually, the BNY Investment Institute develops Capital Market Assumptions (CMAs) for approximately 50 asset classes spanning global markets. The 10-year forward expected return, volatility, and correlation assumptions are intended to guide investors in the development of long-term strategic asset allocations and planning activities. Read our summary for key takeaways from our 2025 CMAs and stay tuned for the full report launching this December. https://lnkd.in/e6FRDBTk

Estate planning is already quite complex, but if you’re approaching it solo, a different set of considerations come into play. As a single individual, care must be taken to ensure your #wealth is managed, preserved and transferred according to your specific wishes. How can single individuals best prepare to protect and preserve their wealth? Learn more in our latest insights. https://lnkd.in/gRs7tixm

The Carnegie Music Hall, the first home of the Pittsburgh Symphony, represents the history of #Pittsburgh and serves as a cultural hub for attendees to be inspired by art, music, literature and science. The space served as an ideal destination to gather clients and guests for a night of learning, inspiration and dinner on stage at an iconic Pittsburgh destination. Chairman of BNY Pennsylvania and President of our Pittsburgh region, Eric Boughner hosted a fireside chat with CIO Sinead Colton Grant, who shared her views on the recent U.S. presidential election, potential impacts on the economy and markets and valuable insights on investing in an election year. Learn more about our Pittsburgh office: https://lnkd.in/g-sF739b

Our Dubai and London teams were recently recognized for Best Family Office Service and Best Family Office Platform Provider at the MEA Finance Magazine Awards, which celebrates the institutions and individuals who are advancing the banking industry in the Middle East and Africa. With more than 300 family office clients around the globe, our practice has a unique perspective on the complex needs of wealthy families and family office teams. We look forward to continuing to support the MEA region with solutions across investment management, custody and wealth planning. Congratulations to our team and all other winners! Learn more about our global family office services: https://lnkd.in/gaADrriT

BNY Wealth was proud to sponsor the 61st Annual Hawaii Tax Institute Conference, one of the nation’s premier tax and wealth transfer conferences. Our Wealth Planning and Fiduciary team was onsite to answer questions and connect with the over 700 conference attendees. Over the course of the conference, they covered several topics including the advantages of selling assets to an intentionally defective grantor trust, different techniques to enable successful wealth transfer strategies and the fiduciary considerations of investing in alternative assets. For tax and wealth planning insights, read our 2024 tax planning checklist: https://lnkd.in/eYimgfG2