Van Lanschot has launched a wealth planning advisory service designed to meet the increasing need of private banking clients for creation and preservation of their wealth.
Richard Bruens, member of the board of managing directors, says: "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."
People often don't have the time to take a step back and look at their long-term goals. With all the changes taking place in pensions, healthcare costs, mortgage tax relief and numerous other areas, individuals are increasingly in charge of their own wealth creation. Van Lanschot has designed its new wealth advisory service precisely to meet the needs of clients looking to create and preserve wealth while keeping a clear view of the viability of their goals and the risks they need to factor in.
Van Lanschot has developed a new approach supported by specially designed tools which helps private bankers to identify client needs and requirements. They sit clients down and take them through a special app on a large tablet computer, identifying client priorities and resulting in a detailed wealth planning report taking a long-term perspective. This overview of goals, solutions and risks is tracked actively and regularly updated.
The new service is being launched in a radio, online and billboard campaign.