CUSTODIA

WEALTH MENAGEMENT

“Thinking
Independently”

CUSTODIA WEALTH MANAGEMENT

Custodia Wealth Management (“CWM”) is a Swiss company that operates as an independent asset manager and is based in Lugano-Paradiso, Switzerland.

Our aim is to provide highly personalised financial services to meet the real needs of each client and achieve maximum efficiency in terms of costs, revenues, fees, goals and performance.

Unlike other companies, we operate with no conflict of interests as we do not manage financial products which we then place in clients’ portfolios. Our investment choices are always made to protect (hence the name “Custodia”) and increase the assets entrusted to us.

Custodia Wealth Management is a member of OAD-FCT, the self-regulatory organisation of trustees in Canton Ticino, which is approved by and subject to the Swiss Financial Market Supervisory Authority FINMA.

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