We Value Transparency in all Directions

Indirect costs such as product margins, transaction charges, and a range of embedded portfolio fees not visible in headline agreements, among others.

Not necessarily. Suitability depends on portfolio structure and behavior, as well as the specific all-in fee terms; not all are created equal.

Yes. With expert support, banks are often willing to adapt fee structures, especially when they recognize you possess the knowledge to negotiate with them.

For every bespoke report and proposal that reaches our Clients, we have Banking Partners who have already accepted our terms in real time and are willing to go ahead with a push of a button.

No, we work solely with industry leaders (mostly in Switzerland, Europe, Asia, and the UAE) and our Banking Partners include Banks and Family Offices with global presence and recognition. In fact, more often than not, we can provide you with a better deal at the Bank you are currently a Client of.

Categorically No. Family Offices are essentially Asset Managers (just like an in-house Portfolio Manager of any bank) with the exception that they have no loyalty to any specific bank. Hence allowing them to manage your account in an independent way, while also being regulated in the same way as any banking institution. In addition, Clients enjoy a range of available custodian banks, with centralized management, without having to worry about staff turnover or miscommunication between their different accounts in their different banks. Finally, Family Offices use their economies of scale to benefit Clients as the pricing and servicing terms offered by Banks can be severely different for a EUR 10 mio individual Client vs a Family Office that holds over EUR 100 mio in that specific Bank. The Family Offices we work with receive a clear-cut flat fee and nothing more. In addition they also monitor the Banks to ensure they follow the agreed upon terms.

Having insider knowledge of the Private Banking system, we are an added independent layer of security and negotiating power, at no cost for you. On the contrary, our presence helps create a suitable and efficient banking environment, while taking advantage of our experience and expertise in crafting both simple and complex Wealth Management structures. In addition, not all institutions are created equal, or willing to adjust to the terms Wwealth-E proposes. Besides having found and vetted the best institutions through years of working relationships, we are also matching you with the ones best suited to your specific needs, while continuously guiding each part of the process.

This is a multi-layered question but in simple terms, we have imposed to ourselves and all our Partners a transparent pricing policy that does not provide any monetary added benefit to management tactics that traditionally have been utilized to obscure certain types of commissions. We aim for long-term relationships with our Clients that can also withstand any type of scrutiny and this is the only way to achieve it. In addition, we are always open to external reviews, at all times, while every fee we negotiate for you is well stated and transparent.

The catch is simple. There is plenty of margin for everyone, we still get paid handsomely, but within reason. We do not claim to be non-profit financial activists; we simply are professionals with deep industry knowledge and thus able to negotiate fairly with institutions based on each of our Clients’ bespoke needs. Times have changed, transparency and trust are becoming the most valuable commodities, and we want to be amongst the first in the Banking industry to serve them!

Wwealth-E might be an online tool but in its core, it is powered and operated by experienced professionals with long standing experience and deep working knowledge in Wealth Management, a traditional industry where trust and secrecy are of paramount importance. We know that.

A large part of our process can be conducted anonymously, even until the stage where we tell you if and how much we can help you based on a bespoke analysis of your specific situation. Additionally, you always have access to our trained professionals as well as the Founding Partner of Wwealth-E, Konstantinos, who aims to speak with each Client before any evaluation even begins. Answering all questions, providing all information, details, and background needed for the Client to make an informed decision about whether utilizing the platform would bring them value. Finally, on the IT side of things, we have taken extensive steps to make use of state-of-the-art security systems to protect our Client data in full (we are able to provide you, through our relevant Department, additional information on that aspect as well). Finally, you can request to delete any information at any time and we will gladly do so immediately.

Wwealth-E is an independent Wealth Management Advisor. We create the best possible Private Banking environments for our Clients, solely focused on their interests and nothing else. To achieve that, first we speak with our perspective Clients in detail and analyze their respective situations. Secondly, we are able to provide them with a full audit of their ongoing Private Banking relationships in terms of fees, portfolios, service, jurisdictions, structures, and more. Finally, following our detailed assessment we give them our honest opinion and provide support (if needed) for specific elements that could be optimized (ie shifting between banks, creating a multi-banking solution for them, fee and commissions renegotiations, supporting with the creation of structures such as Trusts, Companies etc., making comprehensive Wealth Planning arrangements for future generations, and everything else Wealth Management related).

For Clients without prior Private Banking experience or accounts, we build an efficient and transparent banking environment from scratch, tailored to their and their Families’ precise needs, while keeping them informed in full during each part of our process.

A large part of our process can be conducted anonymously, even until the stage where we tell you if and how much we can help you based on a bespoke analysis of your specific situation. Additionally, you always have access to our trained professionals as well as the Founding Partner of Wwealth-E, Konstantinos, who aims to speak with each Client before any evaluation even begins. Answering all questions, providing all information, details, and background needed for the Client to make an informed decision about whether utilizing the platform would bring them value. Finally, on the IT side of things, we have taken extensive steps to make use of state-of-the-art security systems to protect our Client data in full (we are able to provide you, through our relevant Department, additional information on that aspect as well). Finally, you can request to delete any information at any time and we will gladly do so immediately.