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Client Focus
We make the needs of our clients the focus of our business activities. If we can better understand our clients and offer tailor-made services, we can generate more business and grow as a result.
The structured advisory process in Private Banking is one example of our client-centric approach; it helps us to understand our individual clients and to gain an insight into their overall financial position in order to develop holistic solutions to meet their needs. The advisory process is based on a series of clearly defined steps, making it transparent and giving clients a greater sense of security and confidence.
Five Steps of the Advisory Process
1. Needs Analysis
The client's personal situation is the starting point for the consultation. At a meeting, we establish the client's investment behavior, the origin of the client's assets, and the client's stage of life. Further measures are then built up around this core.
2. Financial Concept
The assets are divided into tied and flexible portions.
3. Client Profile
A personal risk profile helps the client to make the right financial decisions.
4. Strategy
Together with the client, the advisor develops an individual investment strategy, taking the client's needs and risk tolerance into account.
5. Implementation
The advisor offers the client suitable individual solutions, and subsequently provides support in the monitoring and maintenance of the investment products.
Our integrated model, which combines our Private Banking, Investment Banking and Asset Management businesses, delivers the entire expertise of our global team of specialists to our clients. Our know-how and the relationships of trust we have built become even more critical in economically challenging times such as 2011, as clients seek additional support and advice.
Our 2011 awards included the prestigious Euromoney awards for Best Global Wealth Management House, Best Private Bank Globally and Best Bank in Switzerland − indicating our clients’ satisfaction with our offering and their high level of confidence in our bank.
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