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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCustodia Wealth Management SA
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Custodia Wealth Management SA

Summary

About the company

The core activity of Custodia Wealth Management SA is independent wealth management for private clients, families and institutional clients. The company offers tailored services in the areas of wealth management, investment advice and financial planning, with the goal of creating sustainable value for clients and achieving their financial goals.

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Products & services

Industry:External Asset Management
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✓ Offered8
Wealth Management
Wealth management solutions for individuals, institutions, companies and families; portfolio construction, discretionary or advisory mandate, selection of alternative investments.
Discretionary Mandate and Advisory Mandate
Discretionary mandate to delegate investment management; advisory mandate with periodic advice, portfolio monitoring and personalised support.
Digital Assets
On-chain KYC, digital custody in hot/warm wallet or cold wallet, customised trading and tokenisation solutions for digital assets.
Wealth Planning & Family Office
Wealth planning, legal and tax advice, real-estate management and estate planning to protect, organise and transfer wealth.
Generational Transfer
Advisory for intergenerational transfer using trusts and foundations, protection of corporate assets, operational continuity and controlled governance.

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Location

Via al Forte 2
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-314.570.558
Founded
2019 · 7 years
Last commercial register change
February 8, 2024
Employees
11 to 20

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