ABOUT US

Custodia Wealth Management SA is an independent asset management company authorised to conduct business by FINMA, the Federal Financial Market Supervisory Authority, and supervised by AOOS SA – the Supervisory body for asset managers and trustees.

Our goal is to offer a highly personalised service focused on the specific needs of each client, through the right combination of skills, knowledge and commitment, in order to create lasting value. We bear in mind that, for clients, each important financial event is also an important psychological event.

Closeness to our clients and transparency are our key values. We work closely with clients in order to fully understand their needs, goals and financial concerns, which normally concern more than one member of the family.  

Transparency helps build trust between the client and Custodia Wealth Management SA, allowing clients to fully understand the implications of financial decisions.

Unlike other companies, we operate without conflicts of interest, as we do not manage or sell our own financial products. Our investment choices are always made in order to protect and increase the assets entrusted to us, hence the name “Custodia” (Italian for “Safekeeping”).