The Work Index by Flexa

Handelsbanken Wealth & Asset Management

Handelsbanken Wealth & Asset Management provides wealth management and financial advisory services to individuals, businesses, and charities in the UK.

https://wealthandasset.handelsbanken.co.uk/
5.2

/10

Transparency ranking

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Description

Handelsbanken Wealth & Asset Management is a subsidiary of Handelsbanken plc, a Swedish bank with a long history of providing financial services. They pride themselves on a customer-focused, long-term approach to wealth management, with a strong emphasis on building trusting relationships. They offer a wide range of services including investment management, retirement planning, tax-efficient savings, protection insurance, and estate planning. Handelsbanken Wealth & Asset Management stands out for its decentralised model, empowering local branches to make decisions and build personal connections with clients.

The company prioritizes transparency and ethical practices. Their advisors are not incentivized by commissions or sales targets, ensuring they provide unbiased advice tailored to individual needs. They operate with a strong commitment to sustainability and diversity, reflecting their values in their daily operations and personnel practices. Handelsbanken Wealth & Asset Management is a reputable and trusted financial advisor for individuals, families, and businesses seeking comprehensive and personalized wealth management solutions.

Flexibility

Handelsbanken Wealth & Asset Management offers a variety of flexible working options, including the ability to work from home and flexible hours. Their process for hiring new employees considers both those with experience and those new to the industry, offering opportunities for professional development and a long-term career. This suggests a commitment to employee wellbeing and a desire to attract and retain a diverse workforce.

Benefits

Handelsbanken Wealth & Asset Management provides employees with a comprehensive benefits package that includes competitive salaries, a range of training and development opportunities, and opportunities to progress within the company. The company offers an inclusive and transparent approach to career development, with access to resources for all employees. In addition, Handelsbanken provides enhanced family-friendly leave and pay, including gender-neutral parental leave, as well as grandparent leave.

Enhanced parental leave

Mission

Handelsbanken Wealth & Asset Management's mission is to provide tailored wealth solutions and financial advice to individuals, families, entrepreneurs, business owners, corporates, and charities, helping them grow, protect, access, and pass on their wealth. The company prioritizes long-term relationships and a customer-centric approach, offering transparent fees and focusing on advice rather than sales, ensuring customers receive personalized solutions tailored to their specific needs and ambitions.

Environmental impact driven
Sustainability

Culture

Handelsbanken promotes a culture centered on long-term relationships, trust, and customer satisfaction. Their decentralized model empowers employees to make decisions locally, prioritizing personalized service over sales targets and commission-based incentives. This fosters a collaborative environment where colleagues feel valued and empowered to make decisions in the best interest of the customer. The company prioritizes transparency and ethical practices, reflecting a genuine belief in building lasting, mutually beneficial relationships with clients.

Autonomous
Collaborative
People-first
Progressive
Supportive
Transparent

DE&I

Handelsbanken Wealth & Asset Management values diversity and inclusion as integral to their success. They believe that bringing together and valuing different perspectives leads to greater competitiveness, innovation, and a stronger business. Their commitment to diversity and inclusion is reflected in their aim to recruit, develop, and retain employees from diverse backgrounds and perspectives, while also reflecting the communities they operate in. They believe that understanding the market and adapting to a constantly changing society is enhanced by a diverse workforce.

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