Team

Our clients’ wealth is monitored by top of the line relationship managers and by our experienced and professional staff who come from diverse financial and business backgrounds, giving them the necessary knowledge and skills to successfully guide and support our clients.

WM offers its clients one main contact person to turn to, rather than having to contact various bank representatives worldwide on a daily basis, which can be time consuming, confusing and inefficient. As a result, our clients receive a clear and insightful picture of their current positions, returns and risks.

Our team provides ongoing support: back office continuously studies, monitors and analyzes client portfolios and conducts ongoing research, while mid office examines the rationale of the portfolios and executes various orders and transactions. Our Relationship Managers report to our clients on a regular basis, guiding each family through all types of financial situations and providing them with all the necessary data. We constantly seek new investment opportunities, making sure each portfolio is handled appropriately and professionally. In addition, our specialists seek and negotiate real estate opportunities and private equity investments on behalf of our clients.

We make sure that all of our clients’ transactions are executed in a prompt, discrete and professional manner. Our entire staff is supportive, courteous and provides our clients with customer service of the highest integrity while operating under strict regulations.