Patrimoniale - EN | Custodia Wealth Management

WEALTH MANAGEMENT

At Custodia Wealth Management, we create tailored solutions for individuals, institutions, businesses, and families. We put the client at the center of our work, building portfolios that reflect their aspirations and unique profile. Our commitment is based on a relationship of trust and mutual understanding, and every strategy we implement is developed after careful analysis:

● of the client’s investment needs and goals;
● of their risk tolerance and investment horizon;
● of expected returns;
● of the tax implications related to their residence.

Once the investment profile is developed and the portfolio allocation is decided together with the client, their assets can be managed through a discretionary management mandate or through a consultancy mandate. This dynamic approach allows us to create bespoke asset management solutions: we consider various investment opportunities available in global financial markets and tailor them to personal needs, ensuring flexibility and responsiveness to any changes.

We preserve and grow our clients’ wealth with carefully selected alternative investment solutions that align with their long-term ambitions. We offer exclusive access to non-traditional investment opportunities, including:

– Club Deal: Collective investment among a group of investors who pool resources to access high-value deals, often in real estate or corporate acquisitions, aimed at diversifying risk and maximizing bargaining power.

– Private Equity: Direct participation in private companies aiming to enhance their performance and sell them at a higher value. It offers high potential returns but requires a longer time horizon and involves greater risks compared to traditional investments.

– Passion Investments: Investments in luxury assets such as art, fine wines, and classic cars. Beyond the economic return, these assets provide emotional and cultural value, making the portfolio more diversified and personal. These innovative solutions go beyond traditional strategies and allow for portfolio diversification, seizing new opportunities in a constantly evolving economic and geopolitical landscape. With a tailored approach and active management, we support our clients in exploring high-potential sectors that combine growth and value.