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Professional FINANCIAL & BANKING Consulting

GLOBAL WEALTH MANAGEMENT

Optimize Your Business Today!

We help
businesses grow

Don’t Settle For Less

GLOBAL WEALTH MANAGEMENT

We are a fully Romanian owned financial-banking consulting company. We aim to ensure a new and professional vision in the crediting services: flexibility, transparency, celerity and efficiency. We work with leading institutions in the banking and another financial institutions in all major areas.

Charge Forward

Experience In Helping Your Business Grow

Global Wealth Management has deep expertise in financial services, but we also look beyond the industry and draw upon our capabilities experience. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

  • Growth strategy
  • Organizational effectiveness
  • Operational excellence
  • Compliance
  • Information technology
  • Mergers and acquisitions
  • Change management
  • Private equity
  • Performance improvement
  • Customer experience
  • Customer loyalty and insights

Our Specialties

We Can Do It All. CALL US AND GROW YOUR BUSINESS

CORPORATE BANKING

RETAIL BANKING

PRIVATE BANKING

WEALTH MANAGEMENT

CAPITAL MARKETS BUSINESS

TRANSACTION BANKING

ASSET MANAGEMENT

INSURANCE

REINSURANCE

RISK AND LIQUIDITY MANAGEMENT

Specialties

Philosophy

Our philosophy is simple: customize and diversify.

We strive for the highest level of personal service and client satisfaction.

By customizing our clients’ portfolios, the allocation can reflect the individual’s risk tolerance, return objectives, liquidity needs and investment horizon.

We focus our efforts on long-term investment strategies and employ more sophisticated and proven wealth management techniques.

We believe that most investors will benefit in the long-run from a well-diversified portfolio.

Our status as an investment advisor enables our clients to access investment banks, institutional money managers, investment vehicles, and funds not generally available to retail investors.

Services

What We Can Do For You

First of all, because you will no longer have to waste your time trying to obtain a credit offer instead of developing your own business, you will no longer have to go to the bank, then to another bank, in order to compare the offers, and take a decision…the best decision for you. After all these trips you would have to draft and fill-out, with no guidance, the documents required for a loan facility approval. After that you would have to make a new trip to the bank in order to submit the file, and answer hundred more questions asked by the bank, without even being certain about your success! In order to avoid all that, Global Wealth Management through its experts, provides you with the best financing solutions adjusted to your business, and even more than that:

Notifies you regarding the competitive advantages or disadvantages related to each loan facility.

Provides assistance in order to maximize the granted amount. Prepares the credit file in order to guarantee up to 99% the loan facility approval by the bank.

Monitors the fast approval of your file.

Notifies you regarding the file’s flow in the bank and regarding the status thereof.

From Our Founder

We Share Our Client’s Ambition

We work to understand their reality and deliver true results—focusing on strategic decisions and practical actions. And we align our incentives with our clients’ objectives, so they know we’re in it together. Global Wealth Management partners with the most important foreign and Romanian banks to provide comprehensive advisory services to our investment clients. We serve as fiduciaries for our clients and work to reduce risk and enhance returns in helping our clients achieve their financial objectives. We do this by gaining a clear understanding of our clients’ tolerance for various types of risk and their time frames for achieving stated goals.

Don’t Settle For Less

Our Consulting Services

European Funds

Build your business and expand. By accessing European funding you will have the possibility to create a reality out of your dreams.

Capital Financing

We will guide you in the most professional manner in order to select the appropriate financing for accessing the funds required for your scope of business development

Tailored For You

the best thing you can do for your business is give us a call and we will help you achieve your goals and vision.

Get In Touch

GLOBAL

WEALTH

MANAGEMENT