Ιnnovative Wealth Services
At WWEALTH-E, we offer a fully independent, secure and highly discreet Banking Platform tailored to a variety of Private Banking needs. Explore how we create value for each type of client — from individuals and families to institutions and professional advisors.
Personalized. Independent. Confidential.
For Private Clients (Individuals & Families)
Get the Best Deal for Your Wealth Management.
Through our innovative banking platform, private Clients can securely and with the highest level of discretion and transparency receive the best possible offer for their Wealth Management needs. By connecting with us through the platform’s interface (choosing between meeting their dedicated Relationship Manager or opting to go through the process fully autonomously) we guide our Clients through a straight-forward process of identifying in detail the fees they are currently being charged, with two clicks of a mouse.
Once we acquire their portfolio figures, we utilize our proprietary algorithms and Swiss Banking expertise to determine whether they are enjoying an optimal Private Banking deal and inform them by email of our initial assessment. If we can add further value, we will provide the Clients with a range of the potential savings they could take advantage of.
Upon confirming our ability to save on fees, they can purchase a basic or a full audit of their portfolio(s), where we provide a bespoke report outlining exactly what they are paying, how much we can save them, and finally provide them with multiple high level banking options of esteemed Swiss and European Private Banks and Family Offices, utilizing our economies of scale to offer the best deal possible. The Client will then be entitled to a year-end review at no cost and have the option to retain our audit services going forward.
For Private Clients (Companies)
Unlock Value from Dormant Cash Reserves.
A large number of companies tend to hold vast amounts of cash as part of their operational expenses, but also in reserve accounts which might remain inactive for years or even decades. While for operations specific amounts need to be fully liquid and available constantly, the reserve cash accounts are gradually degraded through inflation and upkeeping fees, providing a net loss for the companies of about -2-3% per year, per account.
In time, this negative “performance” adds up, especially when referring to larger scale enterprises. As such, our independent platform’s vetted Banking Partners are able to provide a cash and/or portfolio management mandate on top of those existing accounts, without the need for the Client to change banks, open new accounts, or add staff to their workforce, creating value from zero, which in time can add up to potential millions worth of savings, through a simple change of mindset and the right tools, while upholding the liquidity and safe, lower risk nature of those accounts. The Client will then be entitled to a year-end review at no cost and have the option to retain our audit services going forward.
For Private Clients (Companies)
Unlock Value from Dormant Cash Reserves.
A large number of companies tend to hold vast amounts of cash as part of their operational expenses, but also in reserve accounts which might remain inactive for years or even decades. While for operations specific amounts need to be fully liquid and available constantly, the reserve cash accounts are gradually degraded through inflation and upkeeping fees, providing a net loss for the companies of about -2-3% per year, per account.
In time, this negative “performance” adds up, especially when referring to larger scale enterprises. As such, our independent platform’s vetted Banking Partners are able to provide a cash and/or portfolio management mandate on top of those existing accounts, without the need for the Client to change banks, open new accounts, or add staff to their workforce, creating value from zero, which in time can add up to potential millions worth of savings, through a simple change of mindset and the right tools, while upholding the liquidity and safe, lower risk nature of those accounts. The Client will then be entitled to a year-end review at no cost and have the option to retain our audit services going forward.
For Independent Advisors & Business Introducers
Introduce Value. Earn Rewards.
With Wealth-e, professionals can capitalize on their existing connections with their Clients and network by providing a safe and independent method to evaluate their Private Banking relationships, while earning an annually recurring Business Introducer’s fee from our banking platform, in a way that is easy to set up (through a simple online contract), while making sure they provide added value to the companies or individuals they choose to introduce.
As we understand the importance of knowing who you work with, we are constantly available to guide the onboarding process and explain in detail how we approach our work, so our Business Introducers can be rest assured that their Clients are in good hands. Upon evaluating the overall Wealth Management environment of the person/family/company introduced, we undertake the initial assessment at no cost and in a fully anonymous fashion – if requested, informing the Client (or the Business Introducer) whether we are able to provide better options than what is currently on the table.
If so, we will provide free of charge a range of the new fees we have been able to secure for them on a bespoke basis and the Client can then choose if they would like to move forward. If they do, they will be provided with detailed metrics as well as a range of new Private Banking propositions of high caliber Swiss and European financial institutions. The Client will then be entitled to a year-end review at no cost and have the option to retain our audit services going forward.
For Single Family Offices & Large-Scale Clients
Enhance Your Structure with Expert Oversight.
We recognize that alternative banking opportunities may not be suitable for everyone, particularly for ultra-high-net-worth individuals who already possess a tailored private financial structure with their chosen advisors and established agreements with preferred banks through longstanding partnerships.
As an independent Private Banking Advisor, we offer retainer-based support to conduct a comprehensive review of a Client’s entire banking and single Family Office structures. This includes identifying areas for improvement and cooperating with the Client’s advisors to rectify potential weaknesses. Additionally, we consider the need for new family office type services and structures, such as shipping, yachting, and aviation financing, PE/PC deals, consolidated reporting, and connections with industry-leading Trustees for the setup and management of Trusts.
We also provide expertise in estate planning, art advisory, legal, and accounting matters, thereby enhancing and expanding the current scope of business.
Furthermore, we can assume certain Family Office services and outsource them through our Partners, effectively reducing workforce costs. At the Client’s discretion, we remain involved to review and ensure that the agreed-upon terms and services are executed as planned.
For Single Family Offices & Large-Scale Clients
Enhance Your Structure with Expert Oversight.
We recognize that alternative banking opportunities may not be suitable for everyone, particularly for ultra-high-net-worth individuals who already possess a tailored private financial structure with their chosen advisors and established agreements with preferred banks through longstanding partnerships.
As an independent Private Banking Advisor, we offer retainer-based support to conduct a comprehensive review of a Client’s entire banking and single Family Office structures. This includes identifying areas for improvement and cooperating with the Client’s advisors to rectify potential weaknesses. Additionally, we consider the need for new family office type services and structures, such as shipping, yachting, and aviation financing, PE/PC deals, consolidated reporting, and connections with industry-leading Trustees for the setup and management of Trusts.
We also provide expertise in estate planning, art advisory, legal, and accounting matters, thereby enhancing and expanding the current scope of business.
Furthermore, we can assume certain Family Office services and outsource them through our Partners, effectively reducing workforce costs. At the Client’s discretion, we remain involved to review and ensure that the agreed-upon terms and services are executed as planned.
Single Family Office Set-Up
Establish Your Own Family Office — From A to Z.
For clients considering the establishment of their own Single Family Office, we provide comprehensive solutions from inception to execution. Our services encompass forming banking relationships, creating legal frameworks, offering a broad spectrum of services, and connecting clients with financial experts. Leveraging extensive Swiss Private Banking and Family Office expertise, we ensure coverage of every aspect from A-Z.
We can integrate any required product or service tailored to meet specific personal and family needs. Clients have the flexibility to establish a fully inclusive Single Family Office or create a legal structure in their country of choice.
Additionally, they may opt to outsource portfolio management and custody to selected Swiss and/or European financial institutions, thereby reducing costs while ensuring the highest standards of banking custody and portfolio management are upheld.
