As Swiss Wealth Management place is under major transformation, all we hear is about risks, costs and rules. No matter how essential they are in this industry, is it enough to address current changes? Are there any other stakes and among all stakes, what are the ones that should drive change?
Our clients believe that Clients and People are the essence of Wealth management. Just because without them, all other issues would disappear.
They are worried not to be able to dedicate enough time to the stakes affecting clients and people. They are looking for external support to get more maneuvering space, look at issues from a different angle and decisively address changes by putting clients interests first.
We bundle our experience in Client Orientation, Strategic planning, Sales & Marketing effectiveness, Change management and Digital to address current industry stakes.
a l a v i s e brings acceleration and i m p a c t.
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In this paper, we explore the dimensions of the change and the framework to address the transformation. We also open the debate: How to differentiate ? Which business model ?
Trust is key. We believe that Trusted Advisory is the essence of Wealth Management. But till now, no one was measuring trust. alavise tried the challenge.