(Finance) – “The the concept of trust is at the heart of the private banker’s work, both towards the customer and towards the bank, in a tripartite trust. And what emerges from our surveys, every year, is that the main thing customers see in private banks is trust, which it consolidates and grows precisely in times of difficulty“. He stated this Andrea Raganipresident of AIPB (Italian Association of Private Banking) and Deputy General Manager Wealth Management Markets and Products of General Bankduring the opening conference of the thirteenth edition of the Salone del Risparmio, the reference event in the asset management sector, organized by Assogestioni.
“There trust is built in a dialogue and this is why the private banker’s job involves frequent meetings with customers, talking not only about investments but also about planning, protection, family and business”, he added, underlining that “systematic meetings are fundamental”.
According to Ragaini, “in 2022 trust made it possible not to dismantle investments and – in a very difficult year – investments have increased again. So we are convinced that trust must continue to be cultivated over time”.