Wealth Office – value creation & convenience. We are dedicated to providing our Clients with services without compromises. Wealth Office service includes more than investment consultancy: wealth office advisors, as ’family members’, provide our Clients with a solution to every situation in life. Our Clients need not consider investment proposals in the diversified world of investments everyday – we do it for them immediately, focusing on their demands.
Our experienced, highly qualified wealth office advisors continuously manage our Clients’ portfolios, taking the necessary decisions off our Clients’ shoulders. Good relationship is based on mutual trust, and the financial advisory shall, over time, become a personal advisory. Our Clients’ advisors are always available, personal meetings may take place in our Clients’ office or their home. Naturally, we are also available via telephone and online channels, therefore we can flexibly tend to our Clients’ needs.
Beyond our discretionary wealth management services, our Clients may have global access to nearly all financial and capital market investment instruments, on any stock exchange, through the online platform provided by Equilor Investment Plc.
The Wealth Office department performs its activities as a subisidary of Equilor Asset Management Plc., enabling us to focus on the needs & demands of our Clients. With respect to the domestic asset management industry, Equilor Asset Management Plc. is one of the very few companies which are authorised to operate in every field of the investment area an asset management company may be entitled to. In addition to investment funds, our Clients also have the opportunity to invest their savings in, among others, real estate investment funds or private equilty funds.
Our related concierge services can help our Clients not only to increase the value of their wealth, but also with unique benefits in their private lives.
