with assets over 50 000 EUR
Our suite of extended wealth management services is designed for sophisticated clients who have already started to actively build their wealth, or who are seeking to enhance existing asset allocations.
Wealth Guide – Main services
- All services included in Wealth Advisory
- Exclusive WEM portfolios with their investment architecture
- WEM Investment Opportunities portfolios
- Bespoke investment strategies and portfolios
- Comprehensive guidance for the client when adjusting asset allocations