WEM services

Wealth Advisory

with assets up to 50 000 EUR

Wealth Advisory services are available to all clients looking to build long-term wealth.

Wealth Advisory – Main services

  • Detailed analysis of personal and family assets of the client
  • Preparation of a personal investment plan
  • Optimization of investments and financial products
  • Exclusive WEM portfolios
  • Investment savings (Save For Tomorrow)

Complementary services Wealth Advisory