WEALTH MANAGEMENT

Individual needs require individual solutions.

INDIVIDUAL WEALTH MANAGEMENT

We, from Winance, specialise in a holistic form of asset management and professional portfolio management for retail investors. We maintain a personal relationship with our clients that relies on continuity and trust. Thanks to our years of experience in the investment business, our clients can be sure that their capital will be invested and managed carefully and responsibly.

We attach great importance to developing a tailor-made investment concept together with our clients. The assets remain property of the clients at the depositary banks of their choosing. This way, our clients decide on the bank with which we safely deposit their securities. Thanks to our contacts and

long-standing business relations as well as to the fact that we do not accept refunds such as retrocessions and/or issue commissions etc. from banks and/or other financial service providers, our clients can benefit from very attractive terms with some depositary banks.

LET’S MEET

Winance represents openness and transparency, therefore we advise our clients on the risks involved in investment. Also, our fee is clear, transparent, and easily calculated.

We would be happy to invite you for a free, non-binding, and discreet consultation. Get a picture of who we are and compare us with other financial service providers.