WEM services

Wealth Advisory

with assets up to 50 000 EUR

These services are the cornerstone of wealth management and are designed to build firm foundations of your wealth so that it can serve you for life. For this reason, they are available for all our clients.

Main services of Wealth Advisory

  • Complete 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