Boston, MA —Boston Private Bank & Trust Company was rated as the top wealth management brand among wealthy investors in a recent Luxury Institute survey. 

The survey, released on April 20, asked investors with at least $5 million in net worth to rate wealth management firms based on four indices, including quality of service. Boston Private Bank & Trust Company is the only brand among 34 evaluated to rate above average across all four component measures of the Luxury Brand Status Index ^TM.

“The Bank’s favorable ranking can be attributed to our reputation for being a trusted advisor that has strong relationships with attorneys, accountants and other professionals who value our expertise and refer their clients to us,” said Jay Henderson, Executive Vice President and head of investment management and trust services at Boston Private Bank & Trust Company. “Clients also appreciate our extremely high employee retention rate because they value the relationships they can build over time.”

Survey results show Boston Private Bank & Trust as the top rated wealth management firm for being unique and exclusive, having clients perceived as people who are admired and respected, and having the ability to make clients feel special across the full customer experience. It is also the firm wealthy clients are most willing to recommend to other people they care about. 

“The strength of our brand and reputation is the result of staying true to our core values and providing each client with personalized service, customized advice, and a trusted partnership,” said Mark Thompson, Chief Executive Officer and President of Boston Private Bank & Trust Company.



About Boston Private Bank & Trust Company
Established in 1987, Boston Private Bank offers deposit and cash management services, residential mortgages, investment management services, and commercial banking for both individuals and businesses. The bank is a leader in residential lending, lending in all six New England states, and provides commercial banking services to many of New England’s leading small and mid-size corporations. Under its Accessible Banking program, the bank is an active provider of real estate financing for affordable housing, economic development, and small businesses. Boston Private Bank’s investment management emphasis is on mid to large cap equity and actively managed fixed income portfolios. For further information, visit www.bostonprivatebank.com.



About the Luxury Institute
The Luxury Institute is the uniquely independent and impartial ratings, research and Luxury CRM consulting institution that is the trusted and respected voice of the high net-worth consumer. The Institute provides a portfolio of proprietary publications, research and consulting services that guide and educate high net-worth individuals and the companies that cater to them on leading edge trends, high net-worth consumer rankings and ratings of luxury brands, and best practices. The Luxury Institute also operates LuxuryBoard.com, the world’s first global, membership-based online community for luxury goods and services executives, professionals and entrepreneurs. For more information visit www.LuxuryInstitute.com