A modern advisory experience: Hauck Aufhäuser Lampe is cooperating with Fincite with immediate effect and will introduce a new client suite - a digital advisory tool. The goal of the cooperation is to support the relationship managers of the private bank with maximum transparency and accelerated processes. This will further increase the quality of advice for clients, from onboarding to reporting. The roll-out of the new Client Suite is planned for spring 2024.
The personal exchange between relationship managers and clients remains at the heart of the advisory service. The Client Suite supports the relationship manager and enables the advisory process to be expanded. The software provides a clear and intuitive presentation of the client's entire wealth situation and thus an effective basis for the joint development of an individually tailored overall wealth strategy.
The Client Suite also serves to visualize the relevant data for clients, thus creating additional transparency and generating corresponding reports on request.
Paul Kammerer, Chief Commercial Officer Fincite: "In an increasingly complex world, the advice of the future will be characterized by holistic client relationship management. This means that all client assets can be viewed holistically - both liquid and illiquid assets.Together with Hauck Aufhäuser Lampe, we are realizing the demand for the highest quality of advice and thus shaping the future of wealth management - from onboarding to reporting."
Lars Busch, Business Development & Steering Hauck Aufhäuser Lampe: "As a modern private bank, we combine key values such as excellent expertise and a profound understanding of our clients with future-proof technologies. In doing so, we always place optimum client benefit at the center of our services.Our new cooperation with Fincite also serves this goal: together we are redefining advisory excellence by providing our relationship managers with optimal support for the advisory process."
HAUCK AUFHÄUSER LAMPE can look back on 227 years of tradition. The bank emerged from the merger of three traditional private banks: Georg Hauck & Sohn Bankiers in Frankfurt am Main, founded in 1796, Bankhaus Lampe, founded in Bielefeld in 1852, and Bankhaus H. Aufhäuser, on the market in Munich since 1870.The two banks Georg Hauck and Bankhaus H. Aufhäuser merged in 1998, with Bankhaus Lampe joining in 2021.The bank's Management Board consists of the Chairman of the Management Board Michael Bentlage and the members of the Management Board Oliver Plaack, Madeleine Sander, Dr. Holger Sepp and Robert Sprogies. HAUCK AUFHÄUSER LAMPE sees itself as a traditional yet modern private bank.The private bank focuses on the four core business areas of private and corporate banking, asset management, asset servicing and investment banking.Its business activities center on comprehensive advice and asset management for private and corporate clients, asset management for institutional investors, comprehensive fund services for financial and real assets in Germany, Luxembourg and Ireland as well as cooperation with independent asset managers. In addition, Hauck Aufhäuser Lampe offers research, sales and trading activities with a specialization in small and mid-cap companies in German-speaking countries as well as individual services for IPOs.