VIEW TABLE OF CONTENTS
FAMILY OFFICES Client Initiative
KEY PRIVATE BANK (KPB)
Enhancements for UHNW Clients
The wealth industry is undergoing seismic shifts fueled by changing demo- graphics, the looming wealth transfer and prolonged economic turbulence. If the last several years are any indication, volatility, disruption, and adaptation are the new norm. As individuals rely more heavily on emerging technologies and digital tools, trusted advice from qualified financial professionals is need- ed now more than ever. Anticipating these shifts, it’s clear that knowledge is
power. We continue to invest in new channels of communication and meth- ods of delivery led by members of the Key Wealth Institute to provide timely insights, historical trends, and unbiased advice. This knowledge gives us the power to anticipate and adapt to client needs, while empowering our clients to maintain and nurture their wealth, now and in the future.
For nearly two hundred years, Key Private Bank (KPB) has helped affluent families take a comprehensive approach to building, managing, and protecting wealth in any market environment. Our culture is rooted in helping our clients thrive and our success depends on our adaptability, agility and proactivity when responding to their needs. We have risen to meet the historic challenges of the moment, allowing us to stay on top of economic shifts and be highly attuned to the changing needs of our clients. Rather than dilute resources and be all things to all people, KPB recognizes that growth comes from leveraging the entire organization’s capabilities to benefit clients. Our industry insights are a crucial differentiator for us, and we continue to invest in communications and thought leadership initiatives that are responsive to the evolving landscape and offer perspectives from our world-class team of leaders, researchers, and experts.
www.key.com/kpb/index.html
111
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook