Reputation is taken very seriously by private banks that focus on upholding their image and are doubling up on efforts to put meaning into their offers. Players need to navigate carefully between offering solutions adapted to their clients and respecting their confidentiality.
Thanks to an evolving legislative context, wealth management offers are gaining credibility and convincing more investor clients seeking new relationships and alternative formulas. A sizeable challenge for major banks in particular.
Training for collaborators, diversity of offer and long-term support are the different elements that win client loyalty for consultancy services today. On condition that clients are given proof of impartiality.
Faced with a strong demand for security, wealth management consultants are offering adapted products in order to protect capital, while nonetheless endeavouring not to let potential opportunities slip away.
Major wealth management players are adopting new forms of conduct. More than ever, the qualities of solidity, adaptability and above all attentiveness, are promoted to seduce clients who are increasingly well informed about financial vicissitudes.