The opportunistic multi-manager strategy, composed of large cap equities sub-advised by multiple managers affiliated with BNY Mellon Wealth Management, is designed to capitalize on prevailing market opportunities.

The tax-sensitive multi-manager strategy provides a diversified multi-adviser large cap solution that is managed in a tax-efficient way.

Go deeper with GlobalData

Data Insights

The gold standard of business intelligence.

Find out more

BNY Mellon Wealth Management said it will apply its tax-efficient management and trading methods to a core portfolio of large cap stocks and opportunistic strategies advised by multiple managers.

BNY Mellon Wealth Management chief investment officer Leo Grohowski said, the current market environment, while extremely unsettling, is also creating opportunities for potential reward in the years ahead.

“We are offering these additional strategies for our high net worth clients who rely on us for a comprehensive, tax-efficient approach as well as access to our timely ideas within large cap equities,” Grohowski said.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.