Wealth Financial Services
Δραστηριοποιούμαστε στον κλάδο του wealth management παρέχοντας στους πελάτες μας πολύτιμες συμβουλές και υπηρεσίες- Υπηρεσίες asset management δηλ. παροχή συμβουλευτικών υπηρεσιών επί ρευστών διαθεσίμων σε ελληνικές και ξένες τράπεζες, σε συνεργασία με την Euroxx securities*- Eξατομικευμένες λύσεις για κάθε πελάτη, ανάλογα με το βαθμό ρίσκου ή ασφαλείας που επιθυμεί- Παροχή πλήρους πρόσβασης σε χρηματιστηριακές συναλλαγές (μετοχές, ομόλογα, etfs κλπ). Συμπληρωματικά παρέχουμε μέσω επίλεκτων συνεργατών - Νομικές και φορολογικές υπηρεσίες - Art consulting *Συνεργαζόμαστε αποκλειστικά με τη διεθνούς εμβέλειας χρηματιστηριακή εταιρία Euroxx ΑΧΕΠΕΥ - We are a wealth management company providing the following valuable consultation and services to our clients- Asset management services, that is, advisory services on cash in Greek and foreign banks, in collaboration with Euroxx securities*- Individualized solutions based on the risk or security level dictated by each client - Full access to stock market transactions (shares, bonds, ETFs, etc.) In addition, through our network of business partners we also provide- Legal and tax advisory services - Art consulting *We collaborate exclusively with the global securities brokerage firm Euroxx Securities
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LinkedIn employees
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11 to 50 range
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Distinct roles
12
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Monthly traffic
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Top roles at Wealth Financial Services
12 distinct titles indexed · top 10 shown.
- 7senior relationship manager
- 2partner
- 1business owner
- 1chief financial officer
- 1customer service
- 1finance
- 1financial cunsultant
- 1head of back office
- 1insurance producer
- 1relationship manager
- +2more titles
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