About Us
Empowering high-net-worth clients, we provide tailored, independent wealth solutions with unrestricted access to global investment opportunities.
ABOUT US
Independent, Client-Focused Wealth Management
Founded with a commitment to putting clients’ interests first, our company was built to offer an alternative to traditional financial institutions. From the start, we focused on providing unbiased, transparent wealth management solutions free from institutional restrictions. This client-centred approach allows us to build lasting relationships based on trust and expertise.
Over the years, our services have evolved to meet the diverse needs of high-net-worth individuals, encompassing everything from investment advice and tax planning to portfolio integration and global market access. Our mission remains simple: to empower clients with personalised strategies and the best financial tools, helping them achieve their financial goals with confidence.
OUR MILESTONES
Laying The Groundwork For Success
Foundation and Vision
SC Workwealth Management was established with a mission to deliver client-centred, independent financial advice, aiming to redefine traditional wealth management.
CySEC Licensing
In 2023, the company received its official license as a Cyprus Investment Firm, regulated under CySEC, marking its full compliance with EU financial regulations.
Global Service Expansion
Following licensing, we extended its advisory services across key European markets, including France, Greece, Italy, Luxembourg, and Portugal.
OUR APPROACH
Focus. Action. Accountability.
Expertise And Experience
Our advisors and partners bring decades of experience, merging deep market knowledge with practical solutions tailored to individual client needs.
Cutting-Edge Technology
Morningstar tools streamline and integrate asset views, empowering clients with precise insights for optimal decision-making.
Access To Global Markets
Through extensive partnerships, clients gain unique access to a range of top-tier international investment opportunities.
Independent Advice
Unbiased by design, our open-architecture approach prioritises client interests without ties to any single institution.
OUR TEAM
Our Experienced Advisors
Led by a team of experts in wealth management, tax strategy, and asset planning, each advisor is dedicated to helping clients achieve financial security and growth.
Sérgio Silva
Executive Director
José Carvalhinho
Executive Director
Chrystalla Neophytou
Non-Executive Director
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Awards/Accolades
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