Derivatives
WEALTH MANAGEMENT —
Meeting High Net Worth Needs
Derivative Products' wealth management team focuses on personalized strategies designed to complement BNY Mellon Wealth Management's core services. This approach delivers a broad array of Financial Derivative Products that are grounded in decades of experience. Product specialists are knowledgeable in both the capital markets and private client arenas.
We offer interest rate risk management strategies which complement traditional Private Banking lending and high end mortgage services.
Equity risk management structures are tailored to the needs of high net worth clients. Typical Investor profiles include holders of concentrated stock positions, retirees, executives, investors/borrowers concerned about market changes, holders of restricted stock, trusts/foundations and venture investors.
Hedging and equity monetization strategies for High Net Worth individuals include Pre-Paid Variable Forwards, Equity Collars, Covered Calls and Puts. Interest Rate protection products are often used to create customized fixed/floating profiles for personal loans and high end mortgages.