Proud to have attended the 3rd Private Wealth Management Conference organised by the CFA Society Greece, representing Mereo Wealth .

The event brought together leading professionals to exchange views on the future of private wealth — from investment strategy and risk to regulation and client needs in an increasingly complex environment.

At Mereo Wealth, we are committed to delivering independent, highly personalised advice on wealth management and wealth planning, aligned with each client’s long-term goals and values.

Congratulations to CFA Society Greece for another excellent initiative.

Read more about the event here
Or explore explore the agenda details here