Global Wealth Management
Management with a global vision, technical excellence, and experience in demanding markets
Our CIO has been working for over two decades with global allocation, combining a precise macro reading with deep expertise in multiple asset classes. The team is composed of specialists with certifications such as CFA, CQF, and PhD in Finance, ensuring an independent, grounded management prepared to navigate confidently through complex scenarios, always focusing on capital preservation and consistent value generation.
Global exposure: 85% of total AuM
85% of our assets are allocated internationally—mainly in developed markets and across a wide range of asset classes.
Strategic international presence
Our research-oriented approach is strengthened by direct engagement with global managers — enhanced by our presence in New York.
Institutional access
Direct connectivity with trading desks ensures institutional prices with total transparency.
