PRIVATE WEALTH

In collaboration with our partner company Provideniza Wealth Management SA,
a leading wealth management and multifamily office based in Geneva and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

contact us
We have

to Wealth Management

an Integrated Approach

PRIVATE WEALTH

In collaboration with our partner company Provideniza Wealth Management SA, a leading wealth management and multifamily office based in Geneva and regulated by the Swiss Financial Market Supervisory Authority (FINMA).

contact us
We have

to Wealth Management

an Integrated Approach

Providenzia's THREE PILLARS CONCEPT

Preserving and growing wealth
Controlling the investment process
Protecting the family legacy

Using suitable legal structures and tax-optimized strategies
to transfer assets to the next generation.

Defining and executing an investment process that aligns with the client’s objectives.

Implementing management, monitoring, and reporting systems, and regularly rebalancing the portfolio.

Protecting the family legacy

Providenzia's THREE PILLARS CONCEPT

Preserving and growing wealth

Controlling the investment process

Using suitable legal structures and tax-optimized strategies to transfer assets to the next generation.

Defining and executing an investment process that aligns with the client’s objectives.

Implementing management, monitoring, and reporting systems, and regularly rebalancing the portfolio.

Providenzia Wealth Management services

Wealth
management

Private banking

Family office

Providenzia Wealth Management services

Private banking

Family office

Wealth
management

Wealth Management

We provide portfolio design solutions and implement investment strategies that cater to your specific financial goals.

Whether you're starting from scratch or already have an established investment plan, we ensure long-term wealth |

We have recognized expertise
in wealth management

contact us
Discretionary mandates
Advisory mandates

Discretionary mandates

Advisory mandates

Our dedicated experts manage your portfolio on your behalf, adhering to agreed-upon investment objectives and risk tolerance using a systematic process with regular rebalancing.

Our disciplined approach to advising you on your investments combines a comprehensive understanding of what is personally important to you with our extensive experience.

Systematic Process

Defining objectives

We assist in understanding your investment objectives
by providing transparency
in financial markets
to accurately assess your risk appetite.

Portfolio design

We create diversified strategies across themes, geographies, sectors, and asset classes that match your defined objectives.

Monitoring
& reporting

We constantly monitor
and analyze your designed portfolio, providing detailed reporting at agreed frequencies.

Review
& rebalancing

We perform regular reviews and rebalance your portfolio in response to evolving market conditions and your risk appetite.

Defining objectives

Portfolio design

Monitoring
& reporting

Review
& rebalancing

[ 01 ]

[ 02 ]

[ 03 ]

[ 04 ]

Wealth Management

We provide portfolio design solutions and implement investment strategies that cater to your specific financial goals.

Whether you're starting from scratch or already have an established investment plan, we ensure long-term wealth |

We have recognized expertise in wealth management

contact us

Discretionary mandates

Advisory mandates

Our dedicated experts manage your portfolio on your behalf, adhering to agreed-upon investment objectives and risk tolerance using a systematic process with regular rebalancing.

Our disciplined approach to advising you on your investments combines a comprehensive understanding of what is personally important to you with our extensive experience.

Systematic Process

[ step 02 ]
[ step 01 ]

Family office

We serve as a single point of contact to simplify and streamline your family's financial relationship process, ensuring your finances are prioritized within the context of your broader arrangements.

We procure and coordinate both internal and external specialist |

We preserve and grow your family’s values and wealth

Management of listed and unlisted investments (portfolio management)
Counseling on family-owned company transfers or strategic mergers and acquisitions
Reporting and consolidation of family assets, including real estate and private assets.
Banking services, credit, and financing.
Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.
Trust and tax services through 3rd parties
contact us

Management of listed and unlisted investments (portfolio management)

Counseling on family-owned company transfers or strategic mergers and acquisitions

Reporting and consolidation of family assets, including real estate and private assets.

Banking services, credit, and financing.

Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.

Trust and tax services through 3rd parties

Research and financial analysis

Research and financial analysis

Family office

We serve as a single point of contact to simplify and streamline your family's financial relationship process, ensuring your finances are prioritized within the context of your broader arrangements.

We procure and coordinate both internal and external specialist |

We preserve and grow your family’s values and wealth

contact us

Management of listed and unlisted investments (portfolio management)

Counseling on family-owned company transfers or strategic mergers and acquisitions

Reporting and consolidation of family assets, including real estate and private assets.

Banking services, credit, and financing.

Patrimonial structures and asset holdings through trusts, securitization, holding companies, foundations, funds, etc.

Trust and tax services through 3rd parties

Research and financial analysis

Private Banking

We facilitate access to leading private and investment banks worldwide through our extensive industry network, providing comprehensive support for a wide range of financial needs.

Our commitment to excellence and discretion ensures that clients receive the highest level of service |

We unlock global
opportunities with expertise
and personalized service

contact us
Arranging of custody
Arranging of credit lines
Arranging loan facilities
Nominee services
Payment solutions

Arranging of custody

Arranging of credit lines

Arranging loan facilities

Nominee services

Payment solutions

Private Banking

We facilitate access to leading private and investment banks worldwide through our extensive industry network, providing comprehensive support for a wide range of financial needs.

Our commitment to excellence and discretion ensures that clients receive the highest level of service |

We unlock global
opportunities with expertise
and personalized service

contact us

Arranging of custody

Arranging of credit lines

Arranging loan facilities

Nominee services

Payment solutions

We unlock global
opportunities
with expertise
and personalized service