Strong since the beginning
Professionalism, experience
and understanding
are the foundation
of the entire process..
We were founded and have grown thanks to the alliance of financial professionals
The founders of Eleutheria Wealth are Alessandro Barbi and Silvia Quaglini.
People who passionately share their experience within international financial institutions, creating a stimulating working environment and a tailor-made service. Wealth management is a complex business, and confronted with the development of aseptic finance, with the use of software and algorithms, Eleutheria Wealth responds with an approach founded on listening, the human factor of professionals and expertise, providing independent solutions.Expertise
All of Eleutheria Wealth’s experts are highly qualified by Postgraduate and Master’s degree courses and many years of experience in the international financial industry.
The Portfolio Managers are CFA (Chartered Financial Analyst) certified and the Senior Investment Advisors are Certified Wealth Advisors (CWMA), having obtained the Private Wealth Management Diploma from UBS AG.
Irreproachability
We set high moral standards. In addition to criminal irreproachability, personal and qualitative requirements are examined: good reputation, references and ethical standards.
The Brand
The ‘e’ symbol represents discipline, balance and indicates growth and development, in a harmonious and progressive manner, evoking the golden rule.
We work with method and precision, without forgetting the innovative spirit that sets us apart.
The sinuous stroke is linked to the Art Nouveau style that characterises the Lugano headquarters.
We work with method and precision, without forgetting the innovative spirit that sets us apart.
The sinuous stroke is linked to the Art Nouveau style that characterises the Lugano headquarters.