We believe in the significance
of one's decisions as a means of shaping the future of many.







family led, Swiss private banking heritage
Fiduciary to your needs: Wwealth Privée provides a holistic wealth management offering, holding your hand from A to Z, operating on trust, transparency, and dedication to adding value.

ABOUT WWEALTH PRIVÉE

A boutique consultant primarily operating between Switzerland and Greece, offering bespoke international wealth related services.

 

Our team’s modus operandi originates from the Swiss Wealth Management framework and more specifically from the city of Geneva, the Mecca of traditional Private Banking. 

 

The long-term cultivation of a network of working relationships with owners and executives of Swiss, European, and International Banks, Law Firms, Real Estate Boutiques, Trustee Firms, Funds, Art Galleries, and other related industries, in combination with our in-house expertise in managing wealth, has been the key to enabling our Clients reaching the full potential of their respective goals.

 

Finally, focused on the importance of knowledge, through the Wwealth Privée Academy, we offer our Clients the ability to access our expertise in person to the level of detail they wish, with regards to the mechanics of managing their wealth, in conjunction with educating the future generations of their families.

ACTIVE BETWEEN SWITZERLAND AND GREECE

Originating from Geneva, evolving in Athens.

 

Wwealth Privée offers contacts to a diverse range of Banks globally, while additionally undertaking comprehensive consulting projects pertaining to wealth management and estate planning on an international scale.

 

 

Merging our extensive network, in-house expertise, and dedication to value creation, we put forward a traditional offering in an innovative framework.

OUR PROCESS

By creating a simple, straightforward framework we are able to offer a complex set of strategies in a transparent and easily understood process, always utilizing a clear method of approach.

 

 

Meet and discuss with our potential Client
Create an inventory of their respective needs
Work out the optimal strategy with the relevant in-house and external experts
Present our plan in terms of implementation, timeline, and experts’ involvement
Provide a transparent and clear evaluation of costs and fees
Create the guidelines for the agreed upon plan, signed by the Client
Organize and implement the strategy, updating the Client depending on their chosen level of involvement
Deliver the solution
Evaluation by the Client
24/7 availability following completion

ESG ORIENTED

Through our decision to partake in adding value to the Environment and our Society, we aim to be at the forefront of a sustainable world, allowing our Clients to join in our efforts by being able to extend our knowledge, experience, and expertise to them.