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Investor Relations14 Oct 2025
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The Bank of New York Mellon (BK) investor relations material
The Bank of New York Mellon Barclays 23rd Annual Global Financial Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Financial Services Conference summary9 Sep, 2025
Leadership and cultural transformation
New CEO and executive team have unified the company, dismantled silos, and instilled a high-performing, human-centric culture.
Strategic business reviews and consistent execution have restored market credibility and improved expense control.
The commercial model now features a unified sales force and cross-selling, leading to record sales quarters.
Platform operating model has rationalized tech stacks and processes, reducing inefficiencies and improving client experience.
Employee engagement and pride have increased, fueling a positive feedback loop with clients.
Strategic priorities and growth opportunities
Top priorities include consistent execution, maximizing value from existing clients, and embracing AI across the organization.
97% of employees have been trained in AI, with internal bootcamps and certifications to demystify and encourage adoption.
All business segments show growth potential, with particular upside in corporate trust and Investment & Wealth Management (IWM).
IWM is being restructured for margin improvement, with new leadership and strategic hires showing early progress.
The firm targets mid-30s margin and mid-20s ROTCE, with continued ambition for further improvement.
Financial performance and guidance
Organic growth has trended around 3%, with positive operating leverage exceeding 400 basis points in the first half.
Fee growth is strong, driven by the new commercial model and deeper client relationships.
Expense discipline remains a focus, with dynamic budgeting and ongoing efficiency efforts.
Capital return is targeted at 95–100% payout, maintaining a conservative risk profile.
Medium-term targets for margin and ROTCE will be reviewed in January, with transparency and market credibility emphasized.
What is the long-term impact of digital employees?
Why is positive operating leverage the North Star?
Detail IWM's path to mid-20s margin.
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Next The Bank of New York Mellon earnings date
Q3 202516 Oct, 2025
Next The Bank of New York Mellon earnings date
Q3 202516 Oct, 2025
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Frequently asked questions
Leading Financial Services
The Bank of New York Mellon Corporation, most commonly referred to BNY Mellon, is an American multinational banking and financial services holding company. The company is one of the world's largest financial services providers, and BNY Mellon delivers a range of services that enable institutions and individuals to manage their financial assets. Its offerings include investment servicing, investment management, and investment research and trading. The company is, unsurprisingly, headquartered in NYC, and its shares are listed on the NYSE.
Two Historic Institutions
BNY Mellon is the result of the 2007 merger between The Bank of New York and Mellon Financial Corporation. The Bank of New York, established in 1784 by Alexander Hamilton (Yes, that Alexander Hamilton), is one of America's oldest banks and was one of the first companies traded on the New York Stock Exchange. Mellon Financial was founded in 1869 by the Mellon family of Pittsburgh. The merger combined The Bank of New York's extensive securities servicing and treasury management with Mellon's asset and wealth management services. Today, it is one of the leading financial services companies in the world and competes against names such as JPMorgan Chase, State Street, Blackrock, and many others.
Three Areas of Operation
BNY Mellon has three key areas of operation: Securities Services, Market & Wealth Services, and Investment & Wealth Management.
Securities Services encompass a range of offerings for institutional investors and market participants. This includes custody services, as well as offering securities lending, enabling clients to loan out securities in exchange for potential revenue. In addition, their fund services cover fund accounting, administration, and transfer agency activities.
BNY Mellon's Markets and Wealth Services cater to a diverse clientele, including high-net-worth individuals, family offices, and institutions. In Market Services, the company offers foreign exchange, securities finance, and liquidity services, enabling market transactions and effective risk management.
In Wealth Services, BNY Mellon delivers comprehensive wealth management, including investment management, wealth planning, and private banking. They offer personalized strategies to help clients grow, manage, and preserve their wealth, tailored to individual goals and circumstances.
Investment and Wealth management
In Investment Management, they provide a broad spectrum of investment strategies and solutions. This includes managing assets across various classes like equities, fixed income, and alternatives. In Wealth Management, the focus is on delivering tailored financial strategies for high-net-worth individuals, families, and family offices. Services here include comprehensive financial planning, investment management, and private banking solutions.
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