With membership at the Wealth Office, investment consultancy develops into personal counselling based on mutual trust. This ensures long lasting cooperation – even through generations. Distinct attention is the very foundation stone of our services: each of our wealth office advisors manages a limited number of Clients, who in turn can receive special attention from us. Our Clients’ dedicated wealth office advisors will be confident, competent and reliable partners in our Clients’ everyday lives.
The Wealth Office does not focus on sales of certain instruments; it rather considers our Clients’ willingness to take risks. Wealth management for our Clients, their families & companies is carried out with this in view. We believe mutual trust and partnership are the bases for successful cooperation. We pay special attention to each Client and are constantly available for them.
Our Clients’ wealth is our responsibility besides being an opportunity for us. We at Equilor Wealth Office consider discretion very seriously.