Kleinwort Hambros has today announced the launch of EVA, an interactive tool for exploring investment solutions with prospects and clients.
Kleinwort Hambros launches digital investment tool and appoints new Chief Digital Officer
EVA is a digital reinvention of traditional document-based proposals, replacing them with an interactive application containing the entire range of Kleinwort Hambros’ standard discretionary investment solutions. Advisers can work with clients in real-time to find the right solution, in a highly personalised and accessible way.
Initial capabilities focus on investments, while future versions will integrate wealth planning and credit. The app is designed for iPads, Android tablets and touch-enabled PCs, and can also operate on a standard non-touch computer.
In conjunction with the launch, Kleinwort Hambros has appointed Gene Salerno, programme lead on EVA, to the newly created role of Chief Digital Officer. Reporting to Deputy CEO and CIO, Mouhammed Choukeir, Gene will direct the development of the firm’s digital capabilities to help enhance the client proposition and drive business growth.
Gene joined Kleinwort Hambros in 2011 as Head of Asset Allocation and Equities and became Head of Investment Strategy in 2015, chairing the Investment Committee and overseeing recommendations for Kleinwort Hambros’ investment management clients. He is the former manager of the multi-award-winning Global Equity strategy and managed multi-asset portfolios for clients directly.
Commenting on the launch, Gene Salerno said: “EVA is a leading-edge capability that can positively differentiate us in the market. It further empowers our advisers with the most effective tools to interact with clients, leveraging modern information technologies and data with the human touch.
“‘Eva’ means ‘full of life’ traditionally, and our EVA brings greater life to discussions with clients. We are delighted by their feedback so far.”
Kleinwort Hambros has a wealth of experience in helping individuals, families, entrepreneurs, charities and their advisers to manage their financial assets, whether they are based in the UK or overseas.