About Us

Custodia Wealth Management SA is an independent asset manager, authorized to operate by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by AOOS SA – Supervisory Body for Asset Managers and Trustees.

We are passionately committed to being a trusted partner for entrepreneurs, families, and institutional clients, both now and in the future. For us, enhancing and protecting wealth is a responsibility we take toward each client’s unique history.

Our mission is to safeguard and protect the entrusted assets by making investment choices that ensure their growth and security over time.

wealth management

Our Services

PERSONALIZED ASSET MANAGEMENT

Tailored solutions for individuals, institutions, businesses, and families.
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ADVISORY MANDATE / DISCRETIONARY MANDATE

Manage your wealth independently or with the guidance of our experts.
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WEALTH PLANNING & FAMILY OFFICE

Organize, preserve, grow, and pass on your wealth.
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ASSET MONITORING AND RISK CONTROL

Protection, analysis, and optimization of your portfolio, today and tomorrow.
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ART ADVISORY

Specific consultancy on artworks in collaboration with the best professionals in the field.
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REAL ESTATE

Tailored real estate investments with a strategic and personalized approach.
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WEALTH MANAGEMENT FOR INDIVIDUALS, FAMILIES, BUSINESSES, AND INSTITUTIONS
The construction of each portfolio is carried out by considering the various investment opportunities available in global financial markets, following a thorough analysis.  

RELOCATION
& LIFE STYLE SERVICES

OUR TAILORED SERVICES

OUR FINANCIAL SERVICES
OUR INSURANCE SERVICES
We also support you in selecting the best insurance policies through partnerships with selected brokers and insurance companies in Switzerland, Europe, and internationally.

The Team

Custodia Wealth Management SA is entirely managed by its key members, who ensure its direction and stability. We are a team of professionals with many years of experience gained in banking and legal institutions, enabling us to address the constantly evolving challenges surrounding wealth management. Our mission is to provide tailored financial solutions, maximizing efficiency, performance, and transparency, while maintaining a stable and secure course in the long term.

Erika Sangiuliano

Director and Head of HNWI and UHNW Clients

Barbara Vanacore

BV & Compliance
Head of Compliance & Risk

Giuseppe Lombardo

Chief Investment Officer

Valeria Pesci

Middle Office

Igor Rebesco

Financial Analyst

Marco Riccomini

Art Advisor "of counsel"

We Look Forward To Introducing You To Ticino And Swiss Culture!

Welcome to Switzerland

Compliance

Custodia Wealth Management SA is authorized by the Swiss Financial Market Supervisory Authority (FINMA) to operate as an asset manager under Article 2, paragraph 1, letter a, and Article 5, paragraph 1 of the Federal Act on Financial Institutions (FinIA).

The company is a financial intermediary under the Anti-Money Laundering Act (AMLA) and is supervised in accordance with the laws on anti-money laundering and counter-terrorism financing.

Custodia Wealth Management SA is subject to the Supervisory Body (“OV”) AOOS SA, affiliated with the mediation body FINOS (Financial Ombudsman Switzerland – Zurich), and is a member of the Swiss Association of Asset Managers – VSV-ASG.

For more details on the risks associated with trading financial instruments, please refer to the informational booklet Risks in Trading Financial Instruments (2023), prepared by the Swiss Bankers Association (SBA).

Authorized by

Supervised by

Monitored by