The Global
Investment Office
We sit above your private banks: they execute and hold, we decide, coordinate and negotiate. One point of entry for wealth management, structuring and private transactions, for families and institutions.
Aligned by structure
Providenzia Wealth Management S.A. is authorised by FINMA and supervised by SO-FIT. We belong to no banking or asset management group and carry no distribution obligation towards any provider. Every allocation is reviewed by an independent investment committee, and any Providenzia-structured product is disclosed as such and held to the same underwriting standard as third-party solutions.
"Services have always been developed in response to client needs, because we believe we can learn more from listening than from imitating."
Three disciplines, one interlocutor
The transparency of a family office with the execution capability of a merchant bank. We cover management, structuring and private transactions without passing you from one provider to the next, and without the inertia of a large institution.
Wealth Management
Personalized portfolio construction and oversight across discretionary, advisory, and execution-only mandates. We protect and grow your estate through disciplined risk management and institutional-grade strategies.
Learn moreFamily Office Services
Your single interlocutor for every financial and personal dimension: investment coordination, consolidated reporting, operational support and private services. One number to call, whatever the subject.
Learn moreAdvisory Services
Corporate finance, transaction structuring, accounting, and legal advisory for complex decisions. End-to-end support from strategy through execution for families, entrepreneurs, and institutions.
Learn moreWhat guides every decision
Four commitments we accept to be judged on.
Independence
We are not tied to any in-house funds or third-party products. Every investment decision is made solely on its merits for your portfolio.
Alignment
Uniform service standards and fee scales across all clients. No preferential treatment, no tiered access. Your interests govern every trade-off.
Intelligence
Our team brings decades of direct experience managing equities, bonds, and alternative investments at globally recognized institutions.
Flexibility
No two families are alike. We design bespoke solutions that adapt to your unique circumstances, objectives, and generational vision.
Founders who manage, not delegate
Your wealth is overseen directly by the partners who built the firm.
Nicolas Loubet
Master in Business Law (Assas) and MBA (ESSEC). Former tax and business lawyer at Lefebvre, then Equity Capital Market Director at KBC Securities and Co-head of Private Equity at Avendis Capital before founding Providenzia.
Mansur
Masters in Finance (HEC Lausanne). Built ventures across North Africa and the Middle East, developed HNW clientele at HSBC Private Bank, and founded Elyseum Capital Partners before co-founding Providenzia.
Your wealth deserves undivided attention
A first conversation is usually enough to identify what deserves a second look in your current arrangements. It is confidential and without obligation.
Get in touch