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BNY Mellon Wealth Management Scores Top Marks for Client Satisfaction

BOSTONBNY 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.

Media Contact
Lucy Muscarella, Elevate Communications
617-312-6411, lmuscarella@elevatecom.com

BNY Mellon Wealth Management Named “Best Private Bank for Intergenerational Wealth Management” by Global Finance

BOSTON – BNY Mellon Wealth Management is proud to announce that it has been selected as a global winner for Best Private Bank for Intergenerational Wealth Management by Global Finance magazine. Global Finance announced its third annual World’s Best Private Banks Awards for 2018 on October 24, 2017.

“We take pride in helping our clients achieve the unique goals and vision they have laid out for their families and their legacy by coordinating the right strategy, resources and support to meet the needs of different generations,” said BNY Mellon Wealth Management CEO Don Heberle. “We have refined our expertise over centuries and are proud of our work with families spanning as many as six generations. Our effective wealth planning is achieved through diligent management, the highest fiduciary standards of service, and proactive counsel, so we are honored to be recognized for this award.”

Global Finance’s prestigious awards and recognition programs are backed by its 30-year editorial legacy. In addition to entry submissions, Global Finance reviewed market research and obtained input from industry analysts, corporate executives and other users of private banking services, to inform their selections. Performance was judged over the period covering July 1, 2016 through June 30, 2017.

“Our experience providing investment management, wealth and estate planning, and private banking services over the past two centuries is unmatched, yet we remain dedicated to innovation to best meet the needs of our next generation of clients,” said Pam Lucina, executive director of Advice, Planning and Fiduciary Services for BNY Mellon Wealth Management. “I am thrilled that our expertise and approach was recognized by this global award.”

Awards will be presented at a gala event on February 7, 2018 at the Harvard Club of New York City. Global Finance will publish the award winners in its December issue.

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.

Media Contact
Lucy Muscarella, Elevate Communications
617-312-6411, lmuscarella@elevatecom.com

 

BNY Mellon Wealth Management Named Best Private Bank in U.S. for Customer Service by Global Private Banking Awards

BOSTON BNY Mellon Wealth Management is proud to announce that it has been named Best Private Bank in the U.S. for Customer Service by the Global Private Banking Awards. Now in its ninth year, the awards program is organized by Financial Times publications Professional Wealth Management and The Banker. The awards recognize and reward excellence in wealth management.

“This award affirms and reflects a key tenet of our approach – helping clients to succeed and meet their financial goals,” said Don Heberle, CEO of BNY Mellon Wealth Management. “This recognition also speaks to the quality and dedication of our people, who put the needs of our diverse client base at the center of everything they do.  We do not take this success and our 95% client satisfaction rating for granted[1],” stated Heberle, “and will every day continue to earn this recognition and deepen client relationships, particularly as client expectations continue to evolve.”

From May to July of 2017, private banks were invited to apply to the Global Private Banking Awards. Each institution provided growth and performance measures and an executive summary outlining the bank’s qualifications. The submissions were judged by an expert panel of 15 industry professionals based in North America, Asia, Europe and the Middle East. Banks were judged on the progress made in their business & growth strategies, their ability to boost inflows and profits, as well as their client relationship management strategies and adaptability.

The awards were officially announced at a gala dinner and ceremony held on Thursday, October 26 in London. The Global Private Banking Awards report will publish in the November issue of The Banker. Additionally, the quantitative data from award applications will be analyzed in the forthcoming annual Private Banking Key Performance Indicators Benchmark study, carried out by Scorpio Partnership.

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.

[1] 2016 Client Satisfaction Survey Results

Media Contact
Lucy Muscarella, Elevate Communications
617-312-6411, lmuscarella@elevatecom.com

 

Presenting Sponsor BNY Mellon Celebrates 53RD Head Of The Charles® Regatta

NEW YORK, N.Y. AND CAMBRIDGE, Mass. – BNY Mellon, a global leader in investment management and investment services, is the Presenting Sponsor and an active participant of the Head Of The Charles Regatta® for the fifth consecutive year. In addition to providing sponsorship support, BNY Mellon will once again present the BNY Mellon Championship Cup to the top men’s and women’s Championship Eights overall winners at the conclusion of the iconic two-day event, which takes place on Saturday, October 21 and Sunday, October 22 along the Charles River from Boston to Brighton.

“Our team eagerly looks forward to the Regatta every year,” said Mitchell Harris, CEO of BNY Mellon Investment Management. “At BNY Mellon we strongly identify with the teamwork, drive and excellence that goes into delivering a world class performance during the races. Many of our employees and clients are rowing fans and this sponsorship is a way for us to be part of an iconic event that celebrates the international rowing community, the supporters that visit Boston, and honors the deep tradition of the Regatta.”

This year, BNY Mellon is entering two crews to join in the spirit of the Regatta: a Men’s Masters Four – for the third year in a row – in which both U.S. and international employees will be competing, and a Mixed Eight that will compete for the Director’s Challenge – an event that benefits the permanent endowment of the HOCR.

“Over its 57-year history, The Head Of The Charles Regatta has become one of the most revered events in the rowing community and we are proud to not only partner with, but also participate in this prestigious event,” said BNY Mellon Wealth Management CEO Don Heberle. “We continue to be inspired by the rowers from BNY Mellon and around the globe who compete in the event.”

The Regatta will bring more than 700 clubs and universities, more than 11,000 athletes and nearly 350,000 spectators from around the world to the banks of the Charles River.

Frederick V. Schoch, Executive Director of the Regatta, said, “BNY Mellon is an esteemed member of the Head Of The Charles family and a champion of the sport of rowing globally. BNY Mellon’s sponsorship of the race weekend enhances one of Boston’s great fall traditions and further deepens its footprint in our region. Their support of the Regatta can be felt by the thousands of competitors and spectators taking to the Charles River every October.”

For more information about the event and to learn more from the BNY Mellon individuals participating, visit bnymellon.com and for up-to-the-minute race information, please follow us @BNYMellon and @BNYMellonWealth.

 Media Contacts

Lucy Muscarella                                   Kevin Flight
+1 617 312 6411                                   +1 617 861 3657
lmuscarella@elevatecom.com            kflight@elevatecom.com

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 8th largest U.S. wealth manager in 2016. 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 nearly $216 billion in total private client assets, as of June 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 www.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 June 30, 2017, BNY Mellon had $31.1 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.

 

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Presenting Sponsor BNY Mellon Celebrates 52nd Head Of The Charles® Regatta

BNY Mellon entering a men’s and women’s international employee teams

New York and Cambridge, MA – BNY Mellon, a leading investments company, is the Presenting Sponsor of Head Of The Charles Regatta® for the fourth consecutive year. This iconic Boston event takes place Saturday, October 22nd and Sunday, October 23rd along the Charles River from Boston to Brighton.

“Rowing is about teamwork, drive, excellence and delivering world class performance. At BNY Mellon we share these objectives, and therefore see our partnership with the Regatta, as well as with USRowing and the Oxford and Cambridge Boat races, as a perfect fit,” said Mitchell Harris, CEO of BNY Mellon Investment Management. “Each year we look forward to welcoming the international rowing community and its supporters in Boston and celebrating the deep tradition of the Regatta.”

As with last year, BNY Mellon is also entering a Men’s Eight team, composed of employees across the company.  And for the first time, a BNY Mellon Women’s Four entry will also compete. The BNY Mellon employees come from several of the company’s investment management boutiques, including Boston-based Standish Investment Management and BNY Mellon Wealth Management, as well as Newton Asset Management and Insight investments in the U.K. Both teams race on Saturday.

“Our employee rowers come from both sides of the Atlantic, which appropriately reflects the stature of the Regatta in the global world of rowing,” Wealth Management CEO Don Heberle said. “We are inspired by our colleagues’ motivation and that of all these elite athletes and we wish them the best of luck.”

The Regatta will bring to Boston more than 800 universities, colleges and schools and rowers from nearly 30 countries. Seventy Olympic contenders will also compete in the race this year. In addition to the financial support for the race as its premier sponsor, BNY Mellon will once again present the BNY Mellon Championship Cups to the top men’s and women’s Championship Eights collegiate winners at the conclusion of the two-day event.

Frederick V. Schoch, Executive Director of the Regatta, said, “We are happy that BNY Mellon continues to be part of the Head Of The Charles family. The Regatta is a cherished Boston tradition, and BNY Mellon’s sponsorship of the race weekend adds further luster to that legacy. This sponsorship is not only a boon for our race, but really for the City of Boston as a whole.” Nearly 4,000 BNY Mellon employees live and work in the greater Boston region.

For more information about the event and to learn more from the BNY Mellon team participating, visit bnymellon.com and for up-to the-minute race information please follow us @BNYMellon and @BNYMellonWealth.

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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 June 30, 2016, BNY Mellon had $29.5 trillion in assets under custody and/or administration, and $1.7 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.