Dutch private bank Van Lanschot has rolled out a new-style wealth planning advisory service for private banking clients seeking to create and preserve their wealth.
The new service will enable clients to keep a clear view of the viability of their goals and the risks they need to factor in.
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The service, which is supported by specially designed tools, allows private bankers to better identify client needs and requirements and is launched through a radio, online and billboard campaign.
The new approach features a special app on a large tablet computer that identifies client priorities and provides them with a detailed wealth planning report.
It also regularly tracks an overview of goals, solutions and risks.
Richard Bruens, member of the board of managing directors at Van Lanschot, said: "At Van Lanschot, we aim to provide excellent service to our clients at every stage of their lives, to be a partner in life. Planning wealth isn`t just about financial objectives, it also encompasses other personal and social goals and it`s a logical extension of Van Lanschot`s wealth management strategy."
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