Worldwide Finance Awards 2024, Acquisition International | 13 Asset & Investment Management Firm of the Year 2024 - Belgium ffering a wide range of products and services across this space, just a couple of KBC AM’s defining solutions include handling investment funds and discretionary management with the utmost professionalism and care. The services the firm provides are afforded to a diverse range of clients, from those in the retail sector through to private wealth clientele with more than five million Euros. All of these clients can enjoy a bespoke approach that sees every available solution tailored holistically to their specific needs. A company that exists on the precipice of innovation, KBC AM strives to set the standard as opposed to just meeting it, doing so by remaining one step ahead of the competition at all times. Pioneering such advancements on an ongoing basis enables the firm to continue to make investing a straightforward, comfortable, and healthy financial habit for all. Taking the leap from becoming a saver to an investor is almost never easy, but with KBC AM by their side, it can be for the clients of this award-winning firm. By offering an easy solution, channel, and journey – as seen in the approximately two million active investment plans available and their mobile-first, digital, and lead-driven nature (59% of all plans are sold digitally) – KBC AM is the ideal choice for investors at any stage, particularly first-time and growing investors. On the back of this, the firm today enjoys an unrivalled 92% client satisfaction rate, a testament to its excellence and unwavering customer service commitment. Living by the motto, “everyone invested all the time”, KBC AM’s dual focus sees it offer a digital-first approach without losing the human touch that is integral in forging lasting relationships. Over the past decade, this has been reflected in the likes of KBC Mobile, the company’s mobile app that has now evolved into a multifaceted platform, spearheaded by Kate, the company’s virtual assistant. Kate helps clients to navigate their options across these digital settings with pinpoint accuracy, highlighting the firm’s technological prowess. Embracing AI has been instrumental for KBC AM, but this is not the only way that it has continued to advance its services. For example, the firm’s digital service was complemented nicely by the recent rollout of the “investing with your spare change” feature, which sees the cost of a transaction rounded up to the nearest Euro by KBC whenever a customer pays with their debit card. This feature sees spare change invested effortlessly, and it is incredibly easy to toggle on or off in the user-friendly mobile app mentioned above. Another example of the company’s invest management proficiency can be found in its smart advisory engine, which uses AI technology to screen the portfolios of the company’s private wealth clients on a daily basis, performing a detailed analysis of every portfolio, including risk and return factors, to provide personalised advice. This is an example of the end-to-end investment process favoured across the firm, something that AI is only continuing to drive, as seen in the two KBC AMs funds it is already managing, including an equity fund. Since beginning its journey in 1992, KBC AM has continued to fortify its policies, with credibility serving as the consistent primary focus. The firm’s meticulous diversity and inclusion policy is an example of this, guaranteeing a textbook internal culture is built on the foundation of respect. Ensuring gender diversity is achieved across the board is one of the firm’s fundamental aims, seen in its stimulating of mixed teams, zero-tolerance policy for flagrant disrespect, and through its joining of the Wo.Men in Finance organisation. Ultimately, KBC Asset Management NV aims to broaden the investment horizons of everyone, not just the most affluent. Its dedication to serving all is reflected in its diverse staffing team, all of whom work hard every day to make investing reliable and personal by leveraging the firm’s cutting-edge digital solutions. By continuing to innovate and grow in a sustainable way, the company is sure to continue to make waves in this sphere, one of many feats that makes it worthy of this award. Contact: Jan Standaert Company: KBC Asset Management NV Web Address: https://www.kbc.be/private-banking/en/portfolio-management.html KBC Asset Management NV (KBC AM) is the investment arm of KBC, a leading banking and insurance group that is comprised of more than 42,000 employees and 12 million clients across Europe, including in the likes of the Czech Republic, Slovakia, Hungary, and the firm’s native Belgium. KBC AM today handles approximately 2.8 million retail and institutional investors and specialises in providing investment fund sales and advisory support, as well as developing related products. O
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