In 2019, Thurgauer Kantonalbank (TKB) embraced a progressive shift in their investment model, choosing to integrate the pioneering Goal-Based Wealth Management (GBWM) solution developed by swissQuant. This marked a transformational moment, bridging the gap between traditional financial planning and consistent investment allocation.
A Revolutionary Approach to Wealth Management
GBWM redefines client profiling as an interactive, goal-oriented experience. Backed by dynamic algorithms from swissQuant, GBWM recalibrates investment strategies to perfectly align with clients’ financial goals. The focus is always on assuming just enough risk to fulfill these aspirations, creating a clear and quantified path towards achieving financial objectives.
Empowering Transparency and Consistency in Long-Term Wealth Optimization
The integration of GBWM has brought an innovative edge to TKB’s investment advisory service. It’s not just about portfolio construction and risk management anymore. The continuous monitoring of investments empowers clients with the flexibility to adjust their wealth journey, sculpt their risk profile, and create personalized investment portfolios.
A Paradigm Shift in Personalized Advisory for Wealth Managers
For wealth managers, the GBWM platform by swissQuant signifies a transformative approach to advisory. It provides a 360° view of a client’s financial situation, fostering dynamic financial planning that accommodates a wide array of asset types – from the traditional to non-bankable assets such as real estate, art, and private equity.
Harnessing Advanced Analytics for Bespoke Financial Planning
GBWM equips advisors with advanced analytics tools, enabling them to navigate complex trade-offs, devise tailored financial plans, and offer superior recommendations. This level of personalization, coverage breadth, and dynamic management of wealth has set a new benchmark in the industry.
Boosting Client Participation and Trust through Transparency
By offering clear insights at both individual and aggregate levels, GBWM encourages clients to take an active role in their wealth journey. This not only enhances client satisfaction but also fosters trust, fortifying advisor-client relationships. As a result, wealth managers and private banks can expect sustainable growth, driven by the empowering capabilities of the GBWM platform.
A Visionary Step towards Goal-Based Wealth Management
The GBWM approach is reshaping the face of wealth management. Its unique blend of personalization, broad asset integration, dynamism, and empowerment offers clients an individualized journey towards financial success. By embracing this innovative methodology, TKB has planted its flag at the frontier of goal-based wealth management, leading the charge in setting new industry standards.
Take the Next Step Towards Transformative Wealth Management
Discover how swissQuant’s Goal-Based Wealth Management can revolutionize your approach to financial planning. Join the ranks of progressive institutions like Thurgauer Kantonalbank who are reaping the benefits of this advanced, client-centric approach. Let’s work together to redefine your clients’ wealth journeys, optimize your strategies, and create a lasting impact on your advisory service.