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Feedback about MWC Manentia Wealth Consulting group?

Hello,


I was approached by a consultant from the firm MWC (Manentia Wealth Consulting Group, https://mwcgroup.ch), insisting on making an appointment with me to discuss "interesting opportunities for foreign residents in Switzerland regarding pension funds, real-state property, etc.")


First of all, I find it strange that they phoned me to work, not to my direct number but through the reception desk. But they knew my full name and where I work. When asked about how they got my data ... well, "someone may have referred your details, thinking you could be interested in our services", and other such vague statements.


Secondly, I find it quite aggressive that they want to come and meet me at my work place or at my home, instead of proposing a meeting in their offices ...


But anyway, has anyone else made business with them, or at least talked to one of their consultant? Do they have a good reputation? Are they serious?


Any comments welcome! Thanks


 

The text you are quoting:

Hello,


I was approached by a consultant from the firm MWC (Manentia Wealth Consulting Group, https://mwcgroup.ch), insisting on making an appointment with me to discuss "interesting opportunities for foreign residents in Switzerland regarding pension funds, real-state property, etc.")


First of all, I find it strange that they phoned me to work, not to my direct number but through the reception desk. But they knew my full name and where I work. When asked about how they got my data ... well, "someone may have referred your details, thinking you could be interested in our services", and other such vague statements.


Secondly, I find it quite aggressive that they want to come and meet me at my work place or at my home, instead of proposing a meeting in their offices ...


But anyway, has anyone else made business with them, or at least talked to one of their consultant? Do they have a good reputation? Are they serious?


Any comments welcome! Thanks


 


ajimenezpSep 27, 2018 @ 19:55
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Re: Feedback about MWC Manentia Wealth Consulting group?
Post 1

Before you decide, have a tead through this thread


https://www.englishforum.ch/finance-banking-taxation/257528-devere-group-cold-calling-again.html


The tactics seem the same. Ask them of the name of the person who refered you. If they cant get that right, of if they keep saying vague things, makes you wonder what else they lie about

The text you are quoting:

Before you decide, have a tead through this thread


https://www.englishforum.ch/finance-banking-taxation/257528-devere-group-cold-calling-again.html


The tactics seem the same. Ask them of the name of the person who refered you. If they cant get that right, of if they keep saying vague things, makes you wonder what else they lie about


Maria_, Sep 28, 2018 @ 11:50
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Re: Feedback about MWC Manentia Wealth Consulting group?
Post 2

Thanks, yes, after posting my question I found that thread and I scanned through it ... a bit nightmarish!

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Thanks, yes, after posting my question I found that thread and I scanned through it ... a bit nightmarish!


ajimenezp, Sep 28, 2018 @ 22:02
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Re: Feedback about MWC Manentia Wealth Consulting group?
Post 3

This is rather creepy, and smacks of "Big Brother". Read only today that up to 50 million FB accounts have been attacked. Possibly someone who knows their way around these social media sites is looking for likely candidates [read suckers]!

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This is rather creepy, and smacks of "Big Brother". Read only today that up to 50 million FB accounts have been attacked. Possibly someone who knows their way around these social media sites is looking for likely candidates [read suckers]!


sheila c, Sep 29, 2018 @ 17:27
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Re: Feedback about MWC Manentia Wealth Consulting group?
Post 4

Hi,


Something very similar happened to me last year but I told them I was not interested. 


By the way, if someone wants to charge you for a consultation, say no. I was able to get a personal finance advisor for free and for life. Those who really care to help you out will not charge you. I can call him whenever I want, ask questions and get quick answers. I also pay less taxes now thanks to him. 


Nick

The text you are quoting:

Hi,


Something very similar happened to me last year but I told them I was not interested. 


By the way, if someone wants to charge you for a consultation, say no. I was able to get a personal finance advisor for free and for life. Those who really care to help you out will not charge you. I can call him whenever I want, ask questions and get quick answers. I also pay less taxes now thanks to him. 


Nick


Nicholas K, Sep 29, 2018 @ 22:43
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