Institutional Investor

BNY Mellon

Investment Details

Investor Type
Institutional Investor

Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital, Hedge Funds, Infrastructure, ESG and Impact Investing

Stage Focus
Early Stage, Growth, Late Stage, Buyout

Geographical Focus
United States, United Kingdom, Canada, Germany, Japan, Australia, China, India, Brazil, France

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Real Estate
  • Infrastructure
  • Telecommunications
  • Media
  • Industrial Manufacturing

Investment Size:
5,000,000 to 1,000,000,000 USD

Investor Details Founded: 2007

BNY Mellon, officially known as The Bank of New York Mellon Corporation, is a global financial services company headquartered in New York City. Established in 2007 through the merger of The Bank of New York and Mellon Financial Corporation, it is one of the world's largest asset managers and custodians. As of June 2024, BNY Mellon managed approximately $2.0 trillion in assets and oversaw $49.5 trillion in assets under custody and administration. The company offers a comprehensive suite of services, including asset servicing, investment management, wealth management, and treasury services, catering to a diverse clientele that includes corporations, institutions, and high-net-worth individuals. ([en.wikipedia.org](https://en.wikipedia.org/wiki/BNY?utm_source=openai))

In recent years, BNY Mellon has focused on innovation and technological advancement to enhance its service offerings. Under the leadership of CEO Robin Vince, who assumed the role in 2022, the company has invested in artificial intelligence and digital asset services to better serve its clients. In 2022, BNY Mellon launched a crypto custody platform and has been exploring services for tokenized assets, leveraging blockchain technology to improve transparency and security. The firm's commitment to growth and modernization is reflected in its rebranding to 'BNY' in 2024, aiming to balance its rich heritage with a forward-looking approach. ([reuters.com](https://www.reuters.com/business/finance/bny-ceo-optimistic-us-economic-growth-ai-potential-2024-12-11/?utm_source=openai))

Requirements
  • Minimum investment size of $5 million
  • Preference for established companies with strong financials
  • Focus on industries such as financial services, technology, and healthcare
  • Geographical focus on major global markets including the United States, United Kingdom, and Asia
Portfolio Companies
  • BlackRock
  • Apple
  • Microsoft
  • Amazon
  • Alphabet
  • Johnson & Johnson
  • ExxonMobil
  • JPMorgan Chase
  • Procter & Gamble
  • Pfizer