Wealth Financial Services Overview
- Headquarters
- Gr
- Website
- wealth.gr
- Industry
- Financial Services
- Employees
- 24
- Founded
- 2010
- Funding
- 3K
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Wealth Financial Services
Δραστηριοποιούμαστε στον κλάδο του wealth management παρέχοντας στους πελάτες μας πολύτιμες συμβουλές και υπηρεσίες. - Υπηρεσίες asset management δηλ. παροχή συμβουλευτικών υπηρεσιών επί ρευστών διαθεσίμων σε ελληνικές και ξένες τράπεζες, σε συνεργασία με την Euroxx securities*. - Eξατομικευμένες λύσεις για κάθε πελάτη, ανάλογα με το βαθμό ρίσκου ή ασφαλείας που επιθυμεί. - Παροχή πλήρους πρόσβασης σε χρηματιστηριακές συναλλαγές (μετοχές, ομόλογα, etfs κλπ). Συμπληρωματικά παρέχουμε μέσω επίλεκτων συνεργατών - Νομικές και φορολογικές υπηρεσίες - Art consulting *Συνεργαζόμαστε αποκλειστικά με τη διεθνούς εμβέλειας χρηματιστηριακή εταιρία Euroxx ΑΧΕΠΕΥ ------------------------------------------- We are a wealth management company providing the following valuable consultation and services to our clients: - Asset management services, that is, advisory services on cash in Greek and foreign banks, in collaboration with Euroxx securities* - Individualized solutions based on the risk or security level dictated by each client - Full access to stock market transactions (shares, bonds, ETFs, etc.) In addition, through our network of business partners we also provide: - Legal and tax advisory services - Art consulting *We collaborate exclusively with the global securities brokerage firm Euroxx Securities
Wealth Financial Services Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
Wealth Financial Services Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Christos Datsikas, Mba | Senior Relationship Manager at Wealth | Athens, Attiki, Greece |
Email
|
| Tina (Evgenia) Iordanidou | Wealth Management/ Private Banking | Greece |
Email
|
| Claire Llewellyn Rn Bsn | Registered Nurse Consultant | Portland, Oregon Metropolitan Area, United States |
Email
|
| Athanasios Kontonikas | Managing Partner Wealth Fund Services | Greece |
Email
|
Employees by Management Level
Individual contributor
9 profiles
Manager
8 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 4 | 4 | 0 |
| Finance | 3 | 3 | 0 |
| Executive | 1 | 1 | 0 |
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