In recent years we have witnessed the appearance of various truly unusual circumstances, which, although it may seem paradoxical, have accustomed us to living with the unexpected. The emergence of the covid-19 pandemic (with all the consequences that it has entailed at various levels, from the strictly health and emotional to the purely economic), the unusual increase in the prices of raw materials, inflation, which for the moment continues unabated... and, if that were not enough, a series of conflicts that destabilize the international political landscape and, by extension, the financial markets.
All these events have served to confirm that the world as we knew it until now has begun to change, and that, inevitably, we are also forced to change to adapt to it. The current scenario unleashes volatility and generates logical uncertainty among investors. For this reason, high-net-worth clients are increasingly aware of the importance of having advice specially adapted to their particular needs. This explains, in large part, the recent increase in demand for professionals specialized in private banking.
When a high-net-worth client decides to use the services of a private banker, they first of all hope to find a trained professional who can accompany them throughout the different stages of their financial cycle. The essential objective is to obtain the necessary calm to design strategies that allow maintaining and promoting heritage in order to preserve it for future generations. Therefore, this type of financial expert must not only be able to provide expert advice, but also manage and channel the emotions of their clients, especially in times like these, when euphoria or panic can lead to make ill-considered decisions.
Obtaining close treatment that adapts perfectly to our specific circumstances and needs is, without a doubt, essential. In these cases, the support often goes beyond the professional, because the advisor ends up being part of the client's life. That is precisely what the professionals of the private banking division of Banco Mediolanum offer, an entity belonging to a group with more than 41 years of experience that currently has more than 1,750,000 clients in Europe. Banco Mediolanum attaches special importance to training. For this reason, one hundred percent of its private bankers have EFA (European Financial Advisor) certification and many of them have also obtained the EFP (European Financial Planner) qualification, the highest professional qualification at European level in wealth management. In addition, its specialists have training in other areas, in order to provide a 360-degree service to high-net-worth clients. Their knowledge of protection allows them to anticipate any possible unforeseen event. Retirement training is especially useful in defining the client's future needs.
Their skills in family protocol are essential to be able to guarantee, if necessary, the continuity of a family business, as well as to plan, in due time, successions. At the same time, his extensive knowledge of tax issues guarantees rigorous and profitable investment and wealth management. Obviously, continuous contact with the same interlocutor contributes to creating a long-term relationship of trust, something essential to be able to address issues such as the best way to get value for our money, pay taxes or combat inflation. The experts at Banco Mediolanum, a leading entity in solvency in this sector, are always proactive people, who provide their clients with flexible solutions and strategies to adapt to each situation and take advantage of market opportunities.
