Kasikornbank delivers robust wealth management services under tailor-made operational plans.
Kasikornbank provides investment advisory services in diverse aspects of businesses and activities outside capital markets, focusing on efficiency enhancement and sustainable growth.
Wealth management services provide the expertise and guidance needed to navigate the complexities of managing wealth across borders, ensuring financial security and success on a global scale.
Thailand-based Kasikornbank’s private banking arm integrates expertise in wealth management from Lombard Odier, one of the oldest boutique private banking service providers in Geneva, Switzerland.
The bank provides family health planning services, helping clients establish a wealth framework for future generations. With the assistance of in-house relationship managers, families are guided and provided with the resources needed to achieve their personal goals and support generations to come. The solutions provided cover succession planning, family risk management planning and asset holder and structure planning.
ENSURING EFFICIENCY
Kasikornbank’s operations are designed to provide comprehensive advisory services to assist clients in real estate portfolio management, with the aim of ensuring efficiency and achieving financial goals in the short and long term, including management, real estate utilisation and land loans for investment.
Additionally, the bank provides investment advisory services in diverse aspects of businesses and activities outside capital markets, focusing on efficiency enhancement and sustainable growth. One of its key investment strategies is risk-based allocation, which involves using risk-based asset allocation to compare various asset classes in designing portfolios and adjusting investment proportions.
SUSTAINABLE APPROACH
Aside from sustainability and sharing, S-Curve is one of the three core strategies of Kasikorn Private Banking that largely focuses on clients attaining their financial objectives. This could be achieved through the pursuit of new investment opportunities, seeking sustainable solutions for individual portfolios, wealth management and global welfare (sustainability), and considering those instrumental in fostering mutual growth (sharing).
These guidelines can be restructured to accommodate changing market scenarios and client needs. By implementing such principles, Kasikornbank seeks to not only drive its business but also create an environment where clients can prosper without having to compromise.
Kasikornbank has been awarded Outstanding Private Bank for Growth Strategy at the PBI Global Wealth Awards 2023.