Born free
Eleutheria /ἐλευθερία/
means “Freedom”.
It signifies being independent and able to make decisions without constraint.
This was the start of Eleutheria Wealth
The selection of the name emphasises the importance of the concept of Freedom, because Eleutheria Wealth provides its clients with the expertise and autonomy they need to manage their assets efficiently, without constraints and limits on their investment choices.
Eleutheria Wealth was founded in Switzerland in 2020, where freedom and autonomy have been protected by the Swiss nation since the creation of the Confederation in 1291.
Ever since Homer’s ancient Greece, Eleutheros was free, especially as a citizen pleno jure, i.e. with full civil liberty. Today as then, especially in the financial sphere, such freedom is not everyone’s prerogative.
Our Mission is to achieve individual and personalized solutions for each client through:
PERFORMANCE
service and investment choices across all asset classes
RISK MANAGEMENT
is the cornerstone of the management team’s daily activities; it starts with an in-depth understanding of the client’s needs and risk appetite and then develops into the successive stages of the investment process. Our professionals ensure that each individual client’s needs are met.
DIRECT ACCESS
to internationally recognized financial institutions and banking groups.
PROACTIVENESS
investment opportunities are sourced, accrued and proposed constantly/periodically to our clients.
TAILOR-MADE SOLUTIONS
investment solutions and terms are defined and negotiated expressly for the benefit of our clients, reflecting market values and dynamics.
ESG principles are a new and alternative way of financial management.
Eleutheria Wealth implements investments with dedicated management that complies with ethical, ecological and environmental criteria (e.g. Green Bonds, stocks/bonds, funds that avoid investing in polluting or morally unacceptable activities, etc.).
We chose to invest in the viability of Eleutheria Wealth SA:
- subscribed and paid-up share capital of CHF 500,000.
- Compliance with the requirements of the new Financial Institutions Act (FinIA) and Federal Financial Services Act (FinSA).
Authorisation and Supervision
Eleutheria Wealth is authorised as an asset manager with FINMA – the Swiss Financial Market Supervisory Authority – and is subject to ongoing supervision by a supervisory body (SB) within the meaning of Art. 61 FinIA and Art. 43a ff. of the FINMASA, namely SSO – Swiss Supervisory Organisation. Eleutheria Wealth therefore meets the requirements of Art. 77 FinSA and Art. 16 FinIA.
Affiliation
Eleutheria Wealth is affiliated to SAM – Swiss Association of Wealth Managers – founded in 1986, a leading professional association for wealth managers that oversees the development of the profession and establishes and applies competitive framework conditions for its future. It sets the industry standards and the rules of the code of ethics by supporting the legal, organisational and regulatory areas of the profession.
Auditing Body
Eleutheria Wealth has chosen PKF Certifica as its external auditor.
Mediation body
Eleutheria Wealth AG is affiliated to the following mediation body: OFS Ombud Finance Switzerland.
