The industry has been going through rough waters concerning private banking and wealth management because of issues like trust and transparency. Many institutions have suffered a blow in reputation due to various scandals. As a result, clients are now more cautious when dealing with private banks or wealth managers. Yves Mirabaud is a wealth manager who believes that to regain trust, it’s necessary to put clients’ interests ahead of revenue. In this blog post, we will look at how Yves Mirabaud has successfully created an environment where transparency and client interests are paramount.
Yves Mirabaud is a private banker who has been in the industry for over three decades and has worked for many leading financial institutions. He saw that the industry needed to change as clients suffered greatly because of a lack of trust. For him, putting clients’ interests first rather than revenue was essential. This means that he focuses on providing beneficial services to his clients and not just what will generate income for him. He believes that the client’s interests are paramount. If a customer is interested in a product that is not beneficial to him, it is best to provide it.
Mirabaud has been able to put this principle into practice, and has been able to build a reputation that is based on trust and transparency. He believes it is crucial to provide the best service possible to the client, and all the information regarding the product should be provided to him, as well as the reasons for any decision he is about to take. He believes in providing complete transparency and honesty to his clients and has achieved this through his hard work.
Regarding wealth management and private banking, Mirabaud believes it is important to provide the best service possible. He has achieved this through his hard work and belief in putting clients’ interests first. Read more here. https://www.handelszeitung.ch/management/yves-mirabaud