Pershing Creates Combined Manager Research Team with BNY Mellon

Pershing continues to seek new, innovative ways to collaborate across the BNY Mellon enterprise to create more value for your firm and your clients.

Today, we are excited to announce the combination of internal and external manager research functions of Lockwood, BNY Mellon Wealth Management and BNY Mellon Investment Management. The team will conduct manager research for our institutional, high net worth and financial intermediary customers. The team will leverage the investment management expertise of BNY Mellon, enabling them to draw on the best of BNY Mellon’s investment research and portfolio management processes in managed accounts.

The deeper universe of money managers available on the Pershing platform enhances the firm’s efforts to create and deploy tailored strategies to meet your needs. Pershing’s investment advice and technology solutions from Pershing provide maximum flexibility—enabling your firm to compete effectively in the investment advisory arena. And, our comprehensive platform will provide a single interface for all customers, with an enhanced proposal system, wealth reporting, trade processing and rebalancing tools, billing capabilities and much more.

The research alignment is another example of how Pershing draws on the broader BNY Mellon enterprise for your benefit. Pershing will continue to explore opportunities to further enhance value for your firm, help you compete more effectively and better serve your clients’ investment needs