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Since 1974

WEALTH ELEMENT LLC

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WEALTH ELEMENT LLC

Wealth Elements Consultancy « WE » is a collective of very senior and experienced professionals in the wealth, asset management and private banking field.

Consultants from WE analyze the entire value chain of wealth management units from front to back to identify weaknesses or gaps and suggest necessary action plans to bring to unit to best international practices. WE consultants are engaged in advising wealth management units to keep up with current industry trends and technology to increase efficiencies in sales, product offerings, investment communication and digital applications.

Practitioner Consultants 
– Knowledgeable, experienced, practical and efficient
– Facilitate relevant solutions and time to market

Specialist Know-how 
– Wide range of skills, experience and geography enables us to assist at all points of the value chain and at all stages of market evolution
– Cover all investment products range
– Can help create a sustainable franchise based upon trust.

Regional Experience 
– Wealth Elements provides training and consultancy
– Our consultants are familiar with the business environment in Europe, the Middle East and the US as consultants and as senior executives living and working in theses region now or in the past

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