Wealth Office is a high-level wealth management service, in which we efficiently manage our Clients’ investments along the strategy agreed with the Client’s dedicated Wealth Office advisor. Our unique portfolio management approach ensures our Clients’ investment portfolio react flexibly to and benefit from all changes in global financial markets. Wealth comes with responsibility: successful wealth management is of equal importance for both the private family and the business. Continuous volatility of money and capital markets, however, force investors to make quick and efficient steps while they do not have enough time nor appropriate information. The unique approach of Equilor Wealth Office provides our Clients with a solution for making efficient and quick decisions.
We execute (the required) transactions in accordance with our Clients’ own investment strategy, contributing to efficient portfolio management.
Equilor Wealth Office’s global market access also enables offering instruments to which otherwise one has very limited or no access. You do not need to continuously follow and assess economic developments and make corresponding decisions – this is our task along the investment strategy agreed with you.
Our professional, highly qualified Wealth Office advisor colleagues are constantly available on the phone as well as in person – regardless of whether the meeting is at our Clients’ office or their home. Upon Wealth Office Client request, we establish & manage our Clients’ private investment funds or help them with issuing bonds.
Investments are based on trust. One needs to have trust in the country, the region, the industry, the currency, the actual investment instruments and, of course, the company responsible for one’s portfolio’s management. Building up and maintaining this trust is never easy. Wealth management is not only about yield; human relations are no less important. To the possible extent, we strive to get to know our Clients’ goals and, along with dedicated Wealth Office advisors, to introduce our Clients the investment philosophy we represent through regular personal meetings in order to create an efficient portfolio.
Through the contribution of Wealth Office advisors, our Clients can also get professional advice in wealth planning, taxation and legal matters. In addition to securities investments, if our Clients are interested in investing in works of art, Equilor Fine art can providewith professional art counselling for them. Our Clients may benefit from several areas using our related services.
By complex management of our Clients’ investments, our goal is to provide them with expertise and security across generations.
