Wealth
Management
Decisions taken by principals, not by a sales desk
Managed by principals, not by a sales desk
We protect and grow wealth through a disciplined, conflict-free process. Every portfolio is tailored to your specific mandate, risk profile, and long-term objectives, with full transparency at every step.
Defining Mandate
We start by listening: what you want to pass on, what you will not put at risk, and when you will need it. That framework becomes your mandate, and nothing is decided outside it.
Portfolio Design
We then build a portfolio that exists for you alone, spread across asset classes, geographies and instruments, calibrated to that mandate and to market conditions.
Monitoring and Reporting
You see everything, at all times: performance, the risks taken, every position held. Reporting is regular and complete, with no blind spots.
Review and Rebalancing
We review the portfolio at set intervals and rebalance as soon as markets pull your allocation away from its target.
Core investment convictions
Our choices rest on a few convictions we stand behind, applied to the major risks of a diversified portfolio.
Duration Risk
We manage interest rate exposure with precision, calibrating duration across fixed income allocations to reflect the macro environment and client-specific sensitivity to rate movements. Duration is a lever, not a fixed position.
Credit Risk
Rigorous credit analysis underpins every fixed income investment decision. We favour quality issuers, in investment grade as in selective high yield, with particular attention paid to spreads, covenants and issuer fundamentals.
Equities
We focus on where value truly compounds: in private and real assets, and in decorrelated long-term strategies. Public equity exposure is managed through disciplined factor analysis and fundamental research across global markets.
Three ways to work with us
Three mandate structures, depending on how much decision-making you want to hand over.
Discretionary
- Full portfolio management authority delegated to Providenzia
- Investment decisions executed within agreed parameters
- Regular reporting on positions, performance, and attribution
- Quarterly strategy review with your dedicated advisor
- Ideal for clients seeking full oversight without daily involvement
Advisory
- Providenzia provides recommendations; client approves each decision
- Regular investment proposals with detailed rationale
- Full transparency on market analysis and positioning logic
- Suited for clients who wish to remain actively engaged
- Direct access to portfolio managers at all times
Execution-Only
- Client directs all investment decisions independently
- Providenzia executes transactions across global markets
- Access to institutional execution infrastructure and pricing
- Consolidated reporting across all positions
- Suited for experienced investors with defined strategies
"We focus on where value truly compounds: in private and real assets, and in decorrelated long-term strategies. The best portfolios are not the most complex ones; they are the ones built with the clearest conviction and the most disciplined execution."
Beyond portfolio management
Your private bank executes and holds. We decide, negotiate and control on your behalf, with leading Swiss and international institutions, while being employed by none of them.
Custody
We select your custodian banks according to your profile, your jurisdiction and your asset mix. We negotiate their terms, monitor their service, and split your assets across several centres when that serves you.
Credit and Lending
We obtain the Lombard credit, mortgage financing or bespoke lending you need, negotiating terms with the banks and pledging your portfolio as collateral without dismantling your strategy.
Execution and Coordination
We take on execution across markets, currencies and centres, then the settlement and reporting that follow, whatever the custodian. The operational complexity stays with us.
Investment management expertise
Strategic Asset Allocation
We allocate your capital across asset classes according to your long-term objectives, and adjust as markets change.
Risk Management
We monitor the portfolio continuously, test scenarios and hedge when required, to protect capital through the bad stretches.
Manager Selection
We select external managers after serious due diligence, and keep assessing them once they are running your money.
Reporting and Transparency
You receive reporting you can actually read: what you hold, what it returned, and where that return came from.
Tax Optimization
We structure your assets around what you keep after tax, coordinating jurisdictions with specialist tax and legal advisers.
Succession Planning
We prepare the transfer: who decides, who receives what, and under which rules, so that one generation hands over to the next without friction.
Your estate 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.
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