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March 1, 2022

BNY Mellon Wealth Management appoints global head of fiduciary

BNY Mellon Wealth Management has appointed Nancy Keller-Go as the new global head of fiduciary, Global Family Office.

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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

In her new role, Keller-Go will oversee a global team of trust professionals serving as advisers to family offices, and charitable trusts, and foundations.

Based in Boston, she will work under BNY Mellon Wealth Management Family Office global head Vincent Hayes.

Hayes said: “Nancy has impeccable credentials with extensive leadership and management experience to support our global family office fiduciary offering.

“Our clients, prospects and COIs will find particularly attractive her focus on trusts, family legacy and transformative philanthropy; experience with domestic and non-US trust structures; and her close ties to the art and collector communities.”

Keller-Go has over two decades of experience in serving high-net-worth (HNW) individuals, families and charitable organisations.

She joins BNY Mellon Wealth Management from Bank of America Private Bank, where she managed a team of legal, accounting and financial planning professionals as Investment and Wealth Structuring market director.

Prior to that, she worked at Harvard Management Company as head of Estates and Special Investments. She also co-led the Gifts and Trusts team at Harvard.

Before joining Harvard, Keller-Go had a US domestic and international trusts and estates practice with Goodwin Procter and later with Day Pitney.

She also served as founding co-president of the Boston chapter of the Society of Trust and Estate Practitioners (STEP).

Keller-Go is also co-founder of a Massachusetts-based specialty wine retailer.

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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