Stephan Vollert, CEO, Helvetische Bank:

Personal dialogue: Stephan Vollert. (Image: courtesy)

The traditional values of Swiss banking — security, stability, and competence — form the foundation of how we think and act. For us, this also means that personal dialogue remains central to client service. At the same time, we are well-versed in the most advanced instruments available in financial services and deploy them deliberately to develop individual, tailored solutions.

Technological innovations — artificial intelligence in particular — have today reached a level where they can deliver genuine added value in wealth management and investment advisory. But they cannot relieve us of decisions that must be made responsibly and with awareness of risk. And even as digital analysis tools can now process large volumes of data rapidly, the mechanisms behind them often remain opaque and impersonal.

A Reliable Partner

On matters of wealth and investment, clients value having a reliable and familiar partner at their side — one who acts sustainably in their interest and independently. In more demanding times especially, experience, proven strategies, and open dialogue pay dividends. The desire for individual, increasingly comprehensive service is perceptibly growing. Central to our approach is recognizing client needs — which can shift with each life stage — and delivering sustainable performance: the optimal balance of return and service. A relationship built on trust is the foundation.

Read the next page for the statement by Christel Rendu de Lint & Georg Schubiger, Co-CEOs, Vontobel.