by info@responsa.ch | May 13, 2025 | Events
In the prestigious Forbes space, Custody Wealth Management recounts its vision as an independent, FINMA-licensed family office, capable of accompanying HNWI and UHNWI clients throughout the wealth lifecycle, with a holistic, flexible and generational...
by info@responsa.ch | Mar 27, 2025 | Events
Custodia Wealth Management alongside Robb Report to Celebrate Italian ExcellenceThe new spring edition of Robb Report, the magazine of “uncompromising luxury,” was presented at the prestigious Ugolino Golf Club, featuring exceptional figures from the worlds of Italian...
by info@responsa.ch | Jan 31, 2025 | Events
The first roundtable dedicated to our clients was held at the headquarters of Custodia Wealth Management in Lugano – an exclusive event focused on Liechtenstein Foundations and their role in wealth planning strategies and generational wealth transfer.Accessible...
by info@responsa.ch | Nov 9, 2024 | Events
Custodia Wealth Management participated in the Charity Dinner for Africa on November 9, 2024, an event dedicated to raising funds for development and support projects in Africa. On this occasion, Dr. Erika Sangiuliano and Dr. Fabio Palisi represented the company,...
by info@responsa.ch | Nov 7, 2024 | Events
Our article “When Consulting Becomes Holistic” has been published in Ticino Welcome No. 081. In this piece, we explore the concept of holistic financial consulting, an innovative approach that goes beyond mere wealth management to embrace all dimensions of...
by info@responsa.ch | Sep 12, 2024 | Events
Custodia Wealth Management took part in the Grand Prix Open Tournament, a charity event supporting the “Fondazione Bambini Insieme”. The initiative, which took place on September 12, 2024, saw the participation of our key figures, Dr. Erika Sangiuliano and...
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