Together, innovative technology and growing client expectations continue to disrupt the financial industry. Such disruptions require a reaction from industry players – a complete rethinking of how they communicate with clients and the services they provide to them.
Some institutions are reluctant to implement such sweeping changes to their operations, but by considering the bigger picture it is possible to thrive in times of disruption. As a result, change is no longer a threat, but a door to a new world of possibilities.
This is the message that can be gleaned from the strong results achieved at Kaiser Partner Privatbank over the past year. The bank’s sustainable long-term approach – known as Responsible Investing – is carefully designed to protect and nurture its clients’ wealth, even during periods of turbulence.
Notably, despite uncertain conditions over the past 12 months, the bank has not made any fundamental changes to its wealth management strategy. Instead, change is seen as the norm: while certain elements of strategy are adjusted, the basic approach remains the same. Results over the past year have acted to confirm the effectiveness of this strategy, now and for future generations.