THE COMPANY
THE COMPANY
THE COMPANY
THE COMPANY
THE COMPANY
THE COMPANY
Slider

Company

WHO WE ARE

AT A GLANCE

 


  • The largest provider
    of custom Wealth
    Management services
    in Greece

  • 25
    certified
    advisors

  • Offers investment
    advice services
    to a total client
    portfolio of
    250.000.000€

 

 

Advisory Services on Wealth management – Risk measurement for profitable investment.
Investment advice on cash or cash equivalents in Greek and foreign banks, in cooperation with Euroxx Securities brokerage firm.
Tailor made solutions for each client, based on their risk profile.
Full access in an extended number of Global investment instruments (Stocks, Bond, Etfs, etc…).

 

* Exclusive cooperation with Euroxx Securities one of the largest and most prestigious securities brokerage firms in Greece

WHY WEALTH

DEVOTE SOME TIME
TO READ THE MOST INTERESTING PART OF OUR WEBSITE

Choose Wealth because... 

FAIR PRICING

We apply a fair system of annual fee or overperformance/success fee, in other words the cost of services we provide is closely connected with performance. 

MUTUAL BENEFIT

Your benefit is closely connected to ours. We are an independent financial advisors’ company, thus our success in closely linked to our clients’ high returns

OPEN ARCHITECTURE

We are active in global financial instruments which cover all the investment risk spectrum, always putting ourselves one step ahead domestic competitors who follow old-fashioned strategies and act as sales agents for mutual funds and bonds. 

INDEPENDENT OPERATION

We operate independently without been obliged to follow “orders from above”, thus flexibility is one of our core competitive advantages.

POWER IN NEGOTIATION

The large size of total portfolio of our clientele, consists of a strong argument when negotiating prices even with the largest financial institutions.

PERSONAL INVESTMENT ADVISOR

Personalized service provided by a dedicated investment advisor contributes to the growth of in-depth personal relations between the advisor and the client. Why talking with advisors from different banking institutions while you shall have a personal “key person” who has the control and supervision of your investment affairs?

COOPERATION

We cooperate with various custodians in Greece and abroad and advise on an expanded number of Global instruments in all categories of investment risk-appetite.

OUR CLIENTS

Our clients are individuals, natural or legal persons, depositors or investors, families or inheritors. They seek solutions of either protection or capital increase even in the harsh times of capital controls.

If you identify your needs in one of the below profiles, contact us:

  • Are you a depositor-saver looking for a steady return or even a monthly income for your savings? 
  • Have you spread out your funds among various banks and are looking for one central key advisor who will coordinate all counterparties involved?
  • Do you own assets which are unprofitable at the moment because they require specialized knowledge which you don’t possess?
  • Are you an investor seeking innovative and agile investment solutions?
  • Are you a private banking customer of either a Greek or foreign bank and simply feel "forgotten"?
  • Are you seeking timely and precise information concerning the latest updates in legislation and constantly changing international economic scenery?
  • Are you looking for guidance in making the right moves in the Greek or / and international stock markets?

OUR HISTORY

2010 - 2011

In 2010, a group of experienced ex - Private Bankers with extensive knowledge both in asset management as well as emerging markets came to the realization (understanding) that wealth management in Greece was limited both in its scope and operation.

Up to that point, and to a lesser extent nowadays, the country’s biggest Banks were the major participants/players involved, via their respective Private Banking departments.

The above-mentioned conclusion led to the creation of Wealth Financial Services, a pioneer in its field. The aim of the company is to combine successful /established practices with innovative and outside-the-box thinking in order to attain its clients’ goals.

Its decision to cooperate with Euroxx Securities, one of the largest and most prestigious securities brokerage firms in Greece allows Wealth to provide an ‘open architecture’ approach in the selection of its investment proposals

2013

In 2013, Wealth has become the largest tied agent in Greece, doubling assets under advisory.

 

2015

Despite the imposition of capital control, financial results are impressive:
+ 25% on turnover
+ 10% of pre-tax earnings
+ 45% in the underlying assets

2016

The profitability of Wealth is beyond expectations. The Company has a leading role in the Greek market and participates as an investment advisor in all the Greek corporate bonds which were issued in the Athens Stock Exchange. Finally, the upgrade of the company is completed with its new prestigious premises in the heart of Athens.

2017

In February 2017, Michalis Sallas-led investment corp. Lyktos Group, joined the shareholders’ scheme by obtaining its 22%. Mr. Sallas, founder of Greece’s leading Bank, Piraeus Bank, is the major shareholder of Pancretan Bank which is the largest co-op (cooperative Bank) of the country. Lyktos’ presence has brought strong networking advantages to Wealth as well as increasing exposure and awareness.

Cookies make it easier for us to provide you with our services. With the usage of our services you permit us to use cookies.
Ok