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The client is one of the preeminent Italian private bank, specialised on wealth management advisory services with an asset under management greater than 70 billion Euros.
The service model and the consulting platform, previously characterized by purely financial views and analyses, have been enriched with information on environmental, social and governance (ESG) factors, in both terms of single product and portfolio. In this way, a different interpretation was provided to the Private Banker in the advisory process with the client.
During the research phase of financial products, the filters and selection criteria were enriched with the new dimensions of sustainability, so as to be able to select one or more instruments in a targeted and personalized manner.
The revision of the service model was obviously accompanied by the modification of the tools available to the Private Bankers.