đź”— Read the full interview on Forbes: Wealth Management: “The International Context Requires Strengthened Strategic Support” – Forbes France
Olivier Liot, co-founder of Norman K, shares his analysis on the evolution of wealth management in an interview with Forbes France. In this interview, he discusses the current challenges of the sector, including the transformation of major global financial centers, new client expectations, as well as geopolitical and economic challenges. He also reveals the strategies adopted by Norman K to adapt to these changes and continue its growth internationally.
Clients Seeking Simplicity and Agility
Wealth management clients have evolved. Younger, better informed, and more mobile, they now seek a simple, direct, and tailored relationship with a single point of contact. In response to this demand, Norman K has developed an international platform capable of meeting all the needs of a “High Net Worth Individual” (HNWI), integrating a variety of services ranging from financial management to alternative investments, including financing and wealth engineering.
International and Agile Growth
The global landscape of wealth management is undergoing a significant transformation. New financial hubs are emerging, complementing historic locations such as Geneva and Luxembourg. In response to this evolution, Norman K is adopting a hybrid strategy combining organic and external growth to position itself in these high-potential markets.
Responsiveness and Personalized Support: Essential Strengths
In a volatile geopolitical environment, agility is essential to respond quickly to clients’ needs. Norman K stands out with its integrated model, which allows it to provide consistent and personalized solutions internally, without relying on intermediaries. This model ensures responsiveness and proximity, dedicating the time and attention each client deserves.
Artificial Intelligence: A Tool Serving Humanity
Artificial intelligence has already had a significant impact on wealth management by improving data analysis and the modeling of economic scenarios. However, Olivier Liot emphasizes that AI should remain a complement to human expertise. Trust and listening, key qualities in this sector, cannot be replaced by technology. It is the human touch that makes the difference in long-term client support.
