Wealth managers & EAMs
Independent wealth managers and external asset managers who need a credible, well-structured website that reflects their standards and supports conversations started by referral.
Digital for private wealth
Secure, discreet websites for wealth managers and family offices
Your clients arrive through referrals, then look you up before they call. We design and build calm, precise websites, analytics and reporting for wealth managers, family offices and private banks, with security and privacy built in from the first page.
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Who we work with
Family offices
Single and multi-family offices that value discretion above visibility, and want a quiet, secure presence that says enough, and nothing more, to the families and advisers who look them up.
Private banks
Private banking teams that need focused microsites or reporting that sit comfortably alongside existing systems, governance and approval processes.
Wealth-tech & platforms
Technology companies serving the wealth industry that must explain a complex product clearly to banks, wealth managers and portfolio platforms, and earn their trust online.
What we do
Four focused services for firms where trust, privacy and precision come first. Each can stand alone or work together as one considered digital presence.
01
Websites for wealth managers
Calm, precise websites with clear team bios, investment philosophy, services and insights, built static and secure, with English, German and French available.
02Digital presence care
Your website, looked after: hosting, security monitoring, updates and content changes handled for you, with a short monthly report and one team to call.
03Analytics & reporting
Consent-based GA4 or privacy-first EU and Swiss analytics, plus automated Looker Studio dashboards delivered by email, with the numbers that matter consolidated.
04Discreet SEO
Quiet, considered visibility for the searches that matter, from search engines to AI assistants and Google Business Profile, without pushy marketing.
How we work
Discretion
We treat your business, your clients and your plans as confidential from the first conversation. We do not publicise our work without permission, and we sign a non-disclosure agreement whenever you ask.
Security by design
Static websites with no database, no plugins and no admin login exposed to the internet. HTTPS only, security headers configured and third-party scripts kept to the minimum the site genuinely needs.
Direct access
You work with the two senior people who plan and build your website, not with a chain of account managers. Questions reach the person who can answer them, and every draft goes to you for approval before it is published.
Measured
We measure what matters with consent-based, privacy-first analytics and clear reporting. No pushy marketing and no vanity metrics, only the information you need to judge whether the website is doing its job.
A clear, unhurried process
- 1
Listen
An introductory call to understand your firm, your clients, your jurisdictions and the constraints your compliance team works within.
- 2
Plan
A written proposal covering structure, content, security, hosting and analytics, with a clear scope, timeline and agreed price before any work begins.
- 3
Build
We design, write and build in short stages, sharing each draft for your review and your compliance officer’s approval before anything goes live.
- 4
Look after
After launch we maintain, monitor and report, keeping the website secure and current as your team, services and regulatory requirements evolve.
Selected work
Selected work: Dafin
Dafin builds enterprise AI for wealth management, serving private banks, wealth managers and portfolio platforms. We designed and developed the dafin.ai website and advised on SEO, social media and digital strategy, helping a sophisticated product speak clearly to a demanding, regulated audience.
Read the case study
A small, senior team
You work directly with the people who do the work. Our background is in mathematics and statistics, and we have been building for the web since 2009, from offices in London and Athens.
Dimitris Spyropoulos
Founder
Panagiotis Spyropoulos
Strategic Partner · Lead Developer & AI
Insights
Practical notes for wealth managers and family offices, written by the team that does the work.
Being found discreetly: SEO and AI search for family offices and wealth managers
Visibility does not have to mean promotion. For family offices and wealth managers, good search practice is mostly about being found accurately by people who are already looking for you.
By Dimitris Spyropoulos
Google Analytics and Swiss data protection: what wealth managers should know
Website analytics raises real data-protection questions for Swiss and UK wealth managers. A plain guide to the nFADP, consent practice, Consent Mode v2, US transfers and privacy-first alternatives.
By Tati
SPF, DKIM and DMARC: stop fraudsters sending email as your firm
Fraudsters can send email that appears to come from your firm's own domain. SPF, DKIM and DMARC make that much harder. Here is what each one does and how to introduce them without disruption.
By Panagiotis Spyropoulos
Contact
Start a conversation
Tell us a little about your firm and what you have in mind. We will reply personally, and everything you share with us stays confidential.
Everything you share with us is treated as confidential, and we are happy to sign a non-disclosure agreement before any detailed discussion.