Values & Principles
Providenzia Wealth Management is neither a bank, nor just a family office. Instead, we bring together the best of both worlds: the high service standards and transparency expected of a private family office, combined with the quality of investment expertise and operational excellence typically associated with a major global financial institution. To deliver this we have built our reputation upon four pillars:
We are not tied to in-house managed funds or products. Our team is free to focus on the most appropriate investment solution for an individual portfolio without conflict of interest. We implement customized portfolios with the objective of selecting the best. We charge a single investment management fee and we never keep commissions on third party products.
All clients can expect the same high levels of service, and are on the same fee scale. Access to the same managers is also assured across our clients with capacity being shared pro-rata between them.
Our investment team is led by professionals with extensive experience managing equity, bond and hedge fund portfolios directly, in some of the world’s most highly regarded fund management firms.
We are flexible and tailor each service to meet the particular needs of each client.