Recently, we were lucky to team up with Lyra Wealth Management , an investment and financial planning firm lead by Alexandre Arnbäck, Trevor Pavitt, Sarah Genequand Miche and Sarah Clason. Lyra Wealth Management is a fee-only firm specializing in personalized and strategic planning and investments. Based in Geneva, Switzerland and Stockholm, Sweden Lyra is equipped to handle a wide variety of clients. We had the opportunity to speak with Alexandre to learn more about Lyra Wealth Management and their experience in working with Twenty Over Ten to create their new website.
What was the inspiration behind the creation of Lyra Wealth Management?
We were successful private bankers, but were struggling with the constant choice between our clients’ best interest and the one of our employer. We felt that the traditional product and transaction driven private banking revenue model was in conflict with our values. It was salesmanship, not advice. We jumped ship to start a truly independent fee-only firm.
What are your company’s main values and how do you use these when you work with clients?
We stand for what we believe in, provide clarity and are professional and trustworthy. We apply those values by understanding each client’s unique situation, evaluating whether we can help create value or not, carefully planning, meticulously executing, and telling the truth, no matter what.
How is it unique working in multiple countries? Are there any cultural differences that you have to work around?
There are minor behavioral and technical differences but the big picture always derives from similar driving forces such as client behavior, financial planning and taxes.
Tell us a little about the book you wrote- how did you come up with the idea?
It was inspired by David Servan Schreiber and his ability to challenge conventional wisdom in the medical world through education of the patient. We wanted to achieve something similar since we believe in finance for common good.
What was your experience like working with Twenty Over Ten?
They had great collaboration and a very responsive team.
If you had to pick your favorite feature of your new website, what would it be?
I love the change of picture when you scroll over the team pictures with the mouse.
We loved working with Wendy because she grasp the essential of our story and our value. Her writing is snappy and to the point.