BY UE STUDIO

Wednesday, 24mar2021-16: 56

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However, and according to the Edelman annual brand barometer, consumers expect an impact on society from brands (69% of those surveyed), although they have little confidence that they will achieve it (only 38% of those surveyed).

At Vallbanc we think that this approach, transferred to the world of Wealth Management, requires an even greater effort, given that this sector, by its very nature, already supposes, in fact, an important relationship of trust with our clients, since we not only manage their heritage, but also their illusions and their vital goals.

Let's add to this equation, a growing intergenerational awareness that implies meeting the needs of the present without compromising the needs of future generations, that is, doing it in a sustainable way.

For this reason, the incorporation of non-financial factors, such as awareness of resource limitations or diversity management, within investment decision processes seems unavoidable, as it improves risk management and generates long-term sustainable returns. .

At Vallbanc we are working in this line, developing the following initiatives:

Determine what our purpose is and provide ourselves with the knowledge to face it

: Sustainability can have different approaches.

For this reason, it is essential to define our own sustainable investment framework to align our team's dialogue with our clients and suppliers.

This includes investing in specific training in sustainability by our professionals.

Define metrics and incorporate tools to monitor them

: Measuring the carbon footprint or managing diversity requires specific technology that allows us to be efficient and scalable.

This need is even more pressing when we focus on the impact segment of our portfolio.

Additionally, we must comply with the regulatory requirements that are already on the table, to be comparable with our competitors.

Lead by example:

We must be consistent with what we apply in our investment process.

Therefore, we are also studying transversally, within our organization, how our activities impact our environment and how we can avoid, or at least mitigate, these effects, when they are negative, or enhance them when they are positive.

Being ambassadors:

Join international initiatives to collaborate in the dissemination of best environmental, social and good corporate governance practices.

All these initiatives should not make us forget that we have a mandate from our clients to make their assets profitable, but we can do so by also incorporating their values ​​and sensitivities towards environmental or social issues.

We are aware of the scale of the challenge, but why not aspire, as Aaron Hurst comments, that what we do transcends? Why not "transform by investing"?

About Vall Banc

Vall Banc is an

Andorran entity founded in July 2015

, owned by JC Flowers, committed to the firm principles of customer service, independence and transparency.

It offers wealth solutions to the needs of customers through a Wealth Management service

- wealth

management

- that includes products, services and the most advanced digital tools aimed at making the customer's usual banking activity easy.

Its differential value is the

holistic approach

(or 360 degrees) that it contributes to the wealth management service with solutions tailored to the goals and family and professional circumstances of the client.

It prepares an

adapted and personalized plan

so that the client has a comprehensive wealth strategy and places itself at their disposal to be

present in all phases of their life cycle

and thus offer them what they need at all times

(Bank for life)

.

MADE BY UE STUDIO

This text has been developed by UE Studio creative firm of branded content and content marketing of Unidad Editorial, paraVALLBANC.

According to the criteria of The Trust Project

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