Over Half of HNW Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

New findings from a BNY Mellon Wealth Management Private Banking Study suggest that concierge services aren't enough to lure wealthy clients to new banking providers. Along with these offerings, what makes wealthy individuals become long-term clients? Having a dedicated private banker (41%), attractive interest rates (36%), and current technology (27%)…