Wealth Management
DISCRETIONARY PORTFOLIO MANAGEMENT
Our objective is to protect and increase the wealth of our clients by achieving superior returns while keeping investment risks to an agreed level. Providenzia Wealth Management works with a clearly articulated investment philosophy.
INVESTMENT CONSULTANCY
In addition to our discretionary mandates, we assist with Global custody issues, Investment strategy researches, bespoke investment products.
We identify trends, opportunities, propose solutions and let our clients decide on the investments. We provide a full range of financial services, from standard public markets and funds… to bespoke private equity opportunities. Today’s market sophistication & legal requirements imply access to efficient tools, wide scope team profiles, organization and reactivity.