Customer relations
Success in asset management also depends on the essential human factor.
Success in asset management also depends on the essential human factor: that client and advisor are on the same wavelength.
Eleutheria Wealth's first step is always to sit down with the client: discuss their personal situation, listen to their needs by devoting as much time as necessary, and finally set goals with them.
The alignment of interests is the basis of the relationship our managers establish with the client.
Segregation
Eleutheria Wealth firmly believes in the segregation model between custodian bank and manager and assists the client in their relationship with it.
On the one hand management, on the other hand custody, which remains with the client's bank. Experience shows that this type of structure is very efficient and is beneficial to the client. The manager acts as the client's representative with the bank; he negotiates costs and commissions and the client saves money due to the manager's greater negotiating capacity and expertise.
The manager effectively acts as an intermediary between client and bank. This system also ensures cross-control: the manager controls the bank, but the bank controls the manager. The client saves on banking costs and is better protected against conflicts of interest.