We are a team of professionals with several years of experience in banking and legal institutions, which enables us to deal with the constantly evolving issues related to asset management. Past experience has helped us develop a solid foundation in the selection of diversified products, including ETFs, funds and individual instruments, such as bonds and shares. We also select alternative instruments, such as hedge funds and private equity funds, to meet the requests of our more sophisticated clientele.
Our clients are always assured of a direct relationship with a dedicated manager to allow them to monitor the performance of their investments.
WHAT WE DO
ASSET MANAGEMENT FOR INDIVIDUALS, FAMILIES, COMPANIES AND INSTITUTIONS
Each portfolio is constructed in consideration of the various investment opportunities available on the global financial markets, after the careful analysis of the following:
Once the investment profile has been defined and the portfolio allocation decided with the client, the assets can be managed through either a discretionary mandate or an advisory mandate.
A – Discretionary management mandates
By signing a discretionary management mandate, the client delegates the management of their assets to our company, which takes the individual investment decisions in strict compliance with the agreed strategy.
We wish to specify that Custodia is granted executive power of attorney solely for management, which only allows it to manage the asset and carry out investment operations (e.g. purchase and sale of shares).
This administrative mandate confers no powers whatsoever to withdraw or transfer money or funds belonging to the client, who always remains the sole owner of the assets.
We recommend this type of mandate to clients who are unable or less inclined to follow their investments on a daily basis and prefer to entrust us with the day-to-day care of their assets.
B – Advisory Mandate – Financial consulting
With this type of mandate, based on the agreed investment profile, Custodia provides the client with regular advice on existing and potential investments, taking into account market developments and investment opportunities.
The client can then decide in complete freedom.
Regular analysis and monitoring of the portfolio are an integral part of this type of mandate.
We recommend this type of mandate to clients who have some experience of financial markets and want to be actively involved in the management of their portfolio, with the support of our management team.
C – Asset monitoring mandate, consolidation and risk management
We monitor our clients’ portfolios based on the risk they present, making a performance evaluation in relation to the relevant markets and chosen investment profile, as well as the actual costs incurred (including hidden costs), to provide an objective and personalised overview of the financial assets.
This type of task is performed if the client wishes to use our services to verify management activities by third parties in relation to their assets.
D – Selection of alternative investments: club deal, private equity, passion investment
We offer our clients fiscal, legal and customs advice concerning the international art market and support them in the purchase and sale of artworks.
We have contacts with the leading international auction houses and art dealers.