Regions Ranked Among Top Personal Investment and Wealth Management Firms
December 05 2017 - 9:00AM
Business Wire
- Over 150 firms evaluated.
- 10,000+ interviews conducted.
- Regions one of only six to receive top
designation.
Regions Bank has been recognized once again by leading
independent consulting firm Greenwich Associates as one of a small
number of wealth management and personal investment firms that lead
the nation in overall satisfaction.
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Regions Private Wealth Management is
powered by a team of wealth advisors who take an unbiased approach
to designing customized financial strategies for clients. (Photo:
Business Wire)
Greenwich annually conducts approximately 10,000 interviews with
business owners and executives. Participants are asked about their
experiences with firms that help them invest and grow their
financial resources.
Based on those interviews, for the third consecutive year,
Regions Private Wealth Management received the Greenwich Excellence
Award for Overall Satisfaction. More than 150 firms were evaluated.
Only six firms received the overall satisfaction award for
2017.
“People have many choices when it comes to making investments
and creating a long-term financial plan, and Regions sets itself
apart by taking a highly customized approach that’s built around
the goals of our individual clients,” said Kate Danella, head of
Regions Private Wealth Management. “We are honored that clients are
sharing positive experiences with Regions. Our commitment to
superior service will continue to grow as we move further into the
digital era and reach more clients with tailored financial plans
that meet their individual needs.”
When compiling its 2017 Greenwich Excellence Awards, the
consulting company only included wealth management providers that
received a statistically significant proportion of “Excellent”
ratings relative to the overall mean.
With $20.9 billion in assets under administration, Regions
Private Wealth Management has experienced strong growth, increasing
households, assets and revenues over the last several years, and
ranking among the Top 40 Wealth Management Firms by Barron’s Penta
in 2017. Regions’ broader Wealth Management Group, which includes
Private Wealth Management, Institutional Services and more, has
$90.6 billion in assets under administration. Regions established
the Wealth Management Group in 2012 as the company brought its
Trust, Private Banking, Asset Management and Insurance units into a
single group.
Regions received a similar Greenwich Excellence Award for its
wealth and personal investment services in 2016 and 2015.
Additionally, the company was recognized by Greenwich in March 2016
for providing distinguished quality service to small business and
middle market clients. Regions was also awarded two Greenwich Best
Brand Awards for Small Business Banking.
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with $123 billion in
assets, is a member of the S&P 500 Index and is one of the
nation’s largest full-service providers of consumer and commercial
banking, wealth management, mortgage, and insurance products and
services. Regions serves customers across the South, Midwest and
Texas, and through its subsidiary, Regions Bank, operates
approximately 1,500 banking offices and 1,900 ATMs. Additional
information about Regions and its full line of products and
services can be found at www.regions.com.
About Greenwich Associates
Greenwich Associates is the leading research-based consulting
firm servicing the financial services industry. Greenwich
Associates’ studies provide benefits to the buyers and sellers of
financial services in the form of benchmark information on best
practices and market intelligence on overall trends. Based in
Stamford, Connecticut, with additional offices in London, Toronto,
Tokyo, and Singapore, the firm offers over 100 research-based
consulting programs to more than 250 global financial services
companies. Please contact us for further information or to arrange
an interview with one of our consultants. You can visit our
website, www.greenwich.com, for more information.
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Regions BankJeremy D. King, 205-264-4551Regions News Online:
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@RegionsNews
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