We are an established and experienced Wealth Manager. We work with successful families, entrepreneurs, foundations and charities in Italy, helping them to structure and safeguard their wealth, and to invest and manage their financial assets.
Our overall aim is to achieve returns for our clients over the long term, while also providing a high standard of service.
In an environment where short-term thinking often dominates, our long-term perspective sets us apart. Our founding family is one of the few to have successfully preserved their wealth over many generations and we aim to replicate this success for our clients.
We understand that our clients' capital is precious and irreplaceable so our overriding goal is to keep our clients wealthy over the long term, while avoiding large losses along the way.
We have extensive experience supporting and guiding our clients in their financial affairs beyond their investment portfolios. Our Client Advisers work alongside our extensive network of global experts to ensure you have access to the best advice and planning. We proactively seek innovative ways to provide considered, creative and principled solutions to our clients, through thoughtful advice and thorough planning, so that the advice we offer and the planning we encourage add considerable value.
Passaggio Centrale 3
20123 Milano
Italy
Contact us via email
or phone: +39 02 7244 31
Regulatory information is available here.