ZOI MASTRANTONI
CUSTOMER SERVICE

TEL: +30 213 090 4500
FAX: +30 213 090 4599

ELENI PAGONI
PROJECT MANAGER

TEL: +30 213 090 4500
FAX: +30 213 090 4599

MARIA PAPANDREOU
ADMINISTRATIVE ASSISTANT

TEL: +30 213 090 4500
FAX: +30 213 090 4599

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

CONSULTING SERVICES

You have all kinds of financial needs.
We have all kind of solutions.

As a “Wealth” client, you remain the decision maker, by taking full advantage of our experience and expertise in the field.

But why is an investment advisor more valuable than ever? Nowadays, a successful investment strategy has become more complex and demands a more versatile approach.

You set the goals, in other words the desired performance, investment time horizon and level of risk or safety, and our investment advisor creates the strategy which fits best to your needs.

This strategy shall include both less and more complex international investment products providing a full range of investment risk and providing cooperation with different depositaries in Greece and abroad. Thus, both an excellent knowledge of international markets and an agile approach towards potential investment risks and opportunities arising are required.

We value our people as our most precious asset. We target specialists whose expertise, independent views, experience, disciplined investment processes and ethical stance towards the interests of the Client and the Company. 

CAREER

GET IN TOUCH WITH US

Tied Agent of Euroxx Securities SA

Terms & conditions

The content of this network site and any files attached thereto is property of Wealth Financial Services. Its copying, use from a non-denominated recipient is contrary to the law. Given that the communications over internet are not safe, Wealth Financial Services is not responsible for any loss of data or other loss of the recipient or third party due to the use or delayed dispatch, interception, distortion or contamination from a virus of this network site. The visitor is exclusively responsible for the protection of his system from a virus and for the confirmation of the content hereof. The content of this network site contains personal views of its author, and does not constitute a suggestion or urge to purchase or sell stocks at the money markets of Greece or abroad.

Disclaimer

The information that Wealth Financial Services (henceforth the "Company") provides via the web page wealth.gr, can be used only for informative aims and not for commercial, investment or other purposes. They cannot be considered as offer, advice, or proposal for purchase or sale of securities issued by companies that are reported in the web page of the Company, or as prompt on the realisation of any form of investments. The Company is not by any chance accountable for commercial or investment decisions that will be taken based on this information.

The information emanates from sources that are available in public and are generally considered reliable. The Company overwhelm each possible effort for the verification of the validity of this information. Nevertheless, the Company is not committed as for the precision, plenitude and safety of information and consequently no responsibility arises for the company from the use of this information.

The use of web page wealth.gr is under the exclusive responsibility of each user, who accepts that the information and services, are provided "as such" and "depending on the availability", without any guarantee of the Company, indicatively reported the guarantees of satisfactory quality or appropriateness for concrete aims.

Shall you increase your capital without risk?

The wealth you have obtained during previous years might generate money
and become an ideal complementary source of stable income.
If you are either a deposit saver or an investor and seek professional investment advice,
you are in the right place.
Contact us now in order to discuss ways of reserving and growing your capital.

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