SERVICES
WEALTH MANAGEMENT
Via the Firm’s open architecture and vast relationships, our clients can access market products, external research and trading relationships providing the necessary tools to obtain the expected returns.
The safety of our client’s assets is our top priority. Client transactions, funds and portfolios are cleared and held in custody by BNY Mellon Pershing.
Pershing technical capabilities provide unique features to remote access and multi-currency reporting capabilities for our clients.
Bank of New York Mellon (BONY) is the oldest continuously operating bank in the USA, founded in 1784 by Alexander Hamilton. BONY has locations across 6 continents, 35 countries with a staff of more than 52,000 employees and $33.3 trillion in assets under custody and administration.
BNY Mellon Pershing has been operating since 1939. It is currently the world’s leading clearing firm and a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges.
The Group manages the Wealth Management operations through ACP Capital Management, Firm registered and regulated by the SEC.