Advisors, Broker-Dealers, Family Offices, Fund Managers, Registered Investment Advisor Firms, and Wealth Managers
Who could benefit from being a client of Pershing?
100
Broker Dealers and Advisors
Who are our clients?
100
Registered Investment Advisors, Multi-Family Offices, Wealth Managers, Investment Managers who are professionally managed, growth oriented and serve clients with complex financial lives.
Who are Pershing Advisor Solutions optimal clients?
100
Fund Managers with over $50M in AUM looking to borrow money or borrow securities.
What should contact Prime Services?
200
Margin Lending & Short Financing
What are the 2 primary sources of revenue for Prime Services?
200
$1.5 Trillion
What are the global client assets that Pershing and its global affiliates manage?
200
Basis Point Fee on Assets Under Administration.
What is the primary source of revenue for Managed Investments?
200
Primarily based on a custody fee (basis points) or transactional fees.
How does PAS generate revenue?
300
Client Service & Securities Lending
What are the differentiating factors that put Prime Services ahead of competitors like Citi, Fidelty, and JPMC?
300
Over 70 markets, and over 50 currencies
How many markets and currencies does Pershing provide clearing, custody, trading and conversion services to?
300
End to End Solution.
What are the key differentiating factors that lead clients to select Managed Investments versus competitors such as Envestnet and Folio Dynamix?
300
Safety & Security of BNY Mellon & Pershing, business to business provider , Service, Technology, Bank Custody, Private Banking Solutions for RIAs, and Business Consulting/Practice Management support.
What are PAS’ differentiators in the marketplace?
300
UMA
SMA
MF Wrap
Rep Advised
Managed 360
What are terms you will hear that refer to managed accounts?
400
PrimeConnect™.
What is the unique platform built by Prime Services and AIS to provide Prime Custody to Hedge Funds?
400
A. Wealth Management, Funds and ETFs, Alternative Investments, Managed Investments, Cash Management, Annuities, Lending, Education and Health Savings
What Investment Solutions does Pershing provide to its clients?
400
Investment Solutions, Technology Solutions, and Service/Supoort
What Solutions does Managed Investments Offer?
400
BNY Mellon Private Bank, Bank Custody, Investment Management, Select Wealth Management Services i.e. Trust.