BOSTON – BNY Mellon Wealth Management has once again achieved high client satisfaction scores, receiving a 96 percent satisfaction rating on its 2017 client feedback survey. The satisfaction of the firm’s clientele is testament to its commitment to meeting unique client needs and individual wealth management goals.
“Our client satisfaction survey is among the most important report cards we get on our business. This rating confirms that the expertise and dedication of our people, combined with the breadth of our investment, banking and planning capabilities, is truly differentiating. It is what allows us to develop and grow relationships that last not just years – but generations,” said Don Heberle, CEO of BNY Mellon Wealth Management. “We are incredibly proud of these results, and will use the feedback to prioritize our objectives and improve even further in our efforts to deliver on the expectations of our clients.”
With nearly 1,500 survey respondents, BNY Mellon Wealth Management’s client survey identifies opportunities to further meet its clients’ needs and preferences.
Now in its 15 year, the survey measures overall satisfaction by examining eight key factors. Attributes including investment capabilities, wealth manager service, strategic partnership and communication are the strongest drivers of satisfaction this year.
About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager. In 2016 it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 10th largest U.S. wealth manager in 2017. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $231 billion in total client assets, as of September 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of Sept. 30, 2017, BNY Mellon had $32.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Lucy Muscarella, Elevate Communications