18May2024
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Bank Relationship Managers, Listen Up!

Disclaimer: The views and opinions expressed in the vapa Swiss independent wealth management blog posts featured on this page are solely my own and do not necessarily represent the views of any institutions or organisations I may be associated with. These posts are intended to share personal insights and perspectives and should not be interpreted as official statements or positions of any affiliated entities.

Could you let me know if you are fully serving your UHNWI clients? Here’s a crucial tip: Most Independent Wealth Managers have a service you might miss – Consolidated Wealth Statements.

💥Why It Matters
These statements give a complete view of client assets across all banks. As bank relationship managers, you’re often limited to your bank’s data. Independent managers aren’t. This means they can offer a more comprehensive service.

🔍 The Takeaway
Your UHNWI clients might not be getting the complete picture from you. Independent Wealth Managers are filling this gap effectively. Stay ahead by exploring ways to provide a more holistic view.

Embrace innovation to enhance your service. It’s not just about managing assets; it’s about offering a complete solution to your clients and gaining wallet share.

Source: LinkedIn

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Bank Relationship Managers and UHNWI Clients

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