Driven by our values.
Focused on your objectives.
Our values
At LUWEA, we know trust must be earned by actively listening to our clients and truly understanding their needs and aspirations. We strive to be transparent with our actions while continuing to uphold our integrity. We want to develop loyal client relationships based on trust.
We are experienced Wealth and Investment Advisors committed to delivering excellence, always meeting or exceeding our clients’ expectations. Therefore, we choose to focus on what we are best at and partner with trusted experts who are leaders in their respective fields.
We feel accountable to deliver results to our clients. We are driven by the passion to find solutions and add value for them. For us, sustainability means having a win-win attitude in everything we do, be it for our clients, the environment, or anything else.
We never stop learning. Our natural curiosity enables us to look beyond tomorrow, champion new trends, and foster a culture of continuous improvement.
Leadership
With over 35 years in banking, Marco has held roles at prestigious institutions such as UBS, Rothschild & Co., and Banque Internationale à Luxembourg. He has successfully built and led investment businesses globally, earning a strong track record as a strategic advisor to private and institutional clients on wealth management and investment strategies.
With a PhD in intelligent systems for algorithmic trading and 15 years of expertise in quantitative finance, Aleksandar brings a deep understanding of both research and real-world applications seamlessly bridging the gap between innovation and practical wealth advising, driving smarter financial decision-making.
With a robust background in IT and financial services, Andja brings a forward-thinking and innovative perspective to the Belgrade branch. By leveraging technology-driven solutions, she has extensive experience in optimizing operations and elevating client experience.
Differentiation Factors
Family office roots, benefiting from its know-how, experience and network
With deep experience in supporting the entrepreneurial journey, we understand what it takes to build and grow a thriving business. Coupled with our expertise in Wealth advice, we’re uniquely positioned to be the trusted partner for those who share our entrepreneurial spirit.
We are holistic in our advice, offer personalized solutions and access to exclusive investments
We at LUWEA take a holistic approach to your needs. By understanding the full picture of your financial life, we tailor strategies that not only grow your wealth but also secure the future for you and your family.
Strong track record of advising clients and helping them achieve their broader wealth objectives
At the core of our approach is a commitment to excellence. Our seasoned advisors bring years of experience and proven success in crafting wealth solutions, ensuring your goals are not just met but exceeded.