We believe financial advice goes far beyond the investment portfolio. It includes discussions on family, legacy, impact, business ownership, pension, insurances, real assets, holdings and financial planning. We call this holistic advice.
Auxilium Wealth helps private banks, wealth managers and family offices deliver it.
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Are Private Banks Evolving or Becoming Relics? The future of wealth management demands a holistic advisory approach. Discover how leading private banks are enhancing their value propositions in our new whitepaper co-authored with Ernst & Young. Download here: https://lnkd.in/dnpidenk #WealthManagement #PrivateBanking #FinancialServices #BankingInnovation #FutureOfFinance #HolisticAdvisory #EY #Whitepaper #FinancialAdvisory #WealthAdvisors #Innovation
Are Private Banks Evolving or Becoming Relics? The future of wealth management demands a holistic advisory approach. Discover how leading private banks are enhancing their value propositions in our new whitepaper co-authored with Ernst & Young. Download here: https://lnkd.in/dnpidenk #WealthManagement #PrivateBanking #FinancialServices #BankingInnovation #FutureOfFinance #HolisticAdvisory #EY #Whitepaper #FinancialAdvisory #WealthAdvisors #Innovation
🎉 Learning from Wealth Management Leaders at our Roundtable in Geneva! 🎉 A big thank you to all the participants at the recent AW x EY Roundtable in Geneva! Your expertise and enthusiasm fueled insightful discussions on the future of private banking and delivering holistic wealth management advice. Key highlights from our discussions included: ✅ Insights into the latest trends in wealth management & planning. ✅ Interactive discussions on challenges and best practices in delivering holistic advice. ✅ Strategies to leverage technology and partnerships for scalable solutions. ✅ The great wealth transfer's impact on the future of private banking. Special thanks to our partners from EY – Silvia Devulder, Quentin Huybens, Yacine Benyaa, Ines Molder, Nour Salaymeh, Clara Morhange, and Agustín Bilbao – for the fantastic collaboration in co-hosting the event with our Founder & CEO, Kris Tegg, and Head of Products, Mark Bohnstaedt. We look forward to continuing these valuable conversations and collaborating to drive innovation and excellence in the industry! #WealthManagement #HolisticAdvice #BestPractices #Collaboration #Innovation #GreatWealthTransfer #ThankYou
🎉 Thank You for Making Our Roundtable Paris a Success! 🎉 A heartfelt thank you to everyone who participated and contributed to the AW x EY Roundtable event in Paris on “Delivering Holistic Wealth Management Advice”. Your expertise and enthusiasm made these sessions truly valuable and impactful. Key highlights from our discussions included: ✅ Insights into the latest trends shaping wealth management & wealth planning. ✅ Interactive discussions on best practices in delivering holistic advice. ✅ Strategies to leverage technology and partnerships for scalable solutions. It was a pleasure to connect with executives representing nine top wealth management firms based in Paris and to experience the shared passion for delivering holistic advice to clients. Special thanks to our partners from EY – Yacine Benyaa, Fabienne Konik and Emmanuelle Corcos – for the great collaboration in co-hosting the event with our Founder & CEO, Kris Tegg and Head of Products, Mark Bohnstaedt. Together, we are committed to elevating the standards of wealth management advice and ensuring that our clients receive the best possible guidance. Looking forward to continuing these valuable conversations and working together to innovate and excel. #WealthManagement #HolisticAdvice #BestPractices #RoundTables #Collaboration #Innovation #ThankYou