Growing together
Successful management depends on one essential human factor: listening to each other.
Eleutheria Wealth’s first step is to listen and explore the client’s needs in order to understand their expectations and mutually agree on financial goals.
The client relationship
The management team implements a solution aligned to the client’s needs.
This relationship is consolidated over time thanks to constant dialogue, enabling the client to obtain prompt answers to deal with changes in both the macroeconomic environment and personal development.
Segregation
Eleutheria Wealth firmly advocates the segregation model between custodian bank and manager, actively supporting clients in managing this relationship.
The manager, acting on behalf of the client, liaises directly with the bank, negotiating costs and fees. Thanks to his strong negotiating skills and expertise, the manager provides the client with significant savings.
The manager acts as an intermediary between the client and the bank, ensuring a system of cross-checking: the manager monitors the bank and vice versa. This mechanism ensures greater transparency and security for the client.