Do you advise on their business?
Are you banking on their kids?
What's your client's exposure?
Wealth doesn't have borders. Do you?
Will you seize the day?
Whom are you advising?
Do you advise on their business?
Are you banking on their kids?
What's your client's exposure?
Wealth doesn't have borders. Do you?
Will you seize the day?
Whom are you advising?
Do you advise on their business?
Are you banking on their kids?
What's your client's exposure?
Wealth doesn't have borders. Do you?
Will you seize the day?
Whom are you advising?
Do you advise on their business?
Are you banking on their kids?
What's your client's exposure?
Wealth doesn't have borders. Do you?
Will you seize the day?
Whom are you advising?
Do you advise on their business?
Are you banking on their kids?
What's your client's exposure?
Wealth doesn't have borders. Do you?
Will you seize the day?
Whom are you advising?
BETTER FINANCIAL ADVICE
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.
OUR EXPERIENCE, SUPPORTED BY EVIDENCE
WHY HOLISTIC ADVICE?
Clients: Holistic advice is what private banking clients want and need. Be the trusted partner for discussions on family, legacy, impact, and beyond.
Profitability: Advisors who provide holistic advice achieve significantly higher profitability and growth than those who don’t.
Sustainable growth: Holistic advice is the key differentiator for wealth managers facing increasing commoditization of investment & lending solutions.
WHAT ARE THE CHALLENGES?
Advice: Most private wealth advisors do not feel personally equipped or incentivized to advise holistically.
Capabilities: Covering the full scope of financial advice and products across all target markets is prohibitive from a skills and cost perspective.
Risk: The complexity of managing risk increases exponentially as the number of capability areas and/or geographies increase.
WHAT ARE THE SOLUTIONS?
Content: Empower advisors and specialists with the content they need to advise clients on the full breadth of relevant financial topics.
Ecosystem: Continue to focus on what you are best at and use a global ecosystem of third-party product & service providers to deliver the rest.
Risk management: Clearly delineate what is done in-house, ensure robust processes around third-party services, and enable suitable advice.