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WEALTH
Investments

Gestione
Patrimoniale

Preserving, growing, and transferring wealth across generations with the discretion and expertise that only a century and three-quarters can bestow.

Overview Our Services Philosophy Portfolios Asset Classes Our Process Our Advisors FAQs
Wealth Management

Your Wealth. Intelligently Stewarded.

A Tradition of Careful Stewardship

The management of private wealth is amongst the most intimate of professional relationships. It demands not merely technical skill though ours is unmatched — but a profound understanding of who you are, what you have built, and what you wish to leave behind. We have been entrusted with this responsibility since 1972.

At Casa Della Finanza, wealth management is not a product to be sold. It is a service to be rendered with patience, precision, and an unwavering commitment to your interests. Our advisors hold no sales targets. Their success is measured solely by the growth and preservation of your capital.

Whether your wealth comprises a family business, a portfolio of financial assets, real estate, art, or some combination of all four, our team of specialists brings together every discipline needed to serve the whole picture not merely the parts that fall within a narrow mandate.

"True wealth management is the art of making a fortune last longer than the life that built it."

Casa Della Finanza · Wealth Management Philosophy
Wealth Management · At a Glance
Assets Under Management€ 64 Billion
Private Clients11,400+
Minimum Portfolio€ 500,000
Wealth Advisors186 Specialists
Avg. Client Tenure28 Years
Portfolio TiersClassico · Nobile · Privato
Asset Classes10 Distinct Classes
Discretionary AUM€ 41 Billion
€64B
Assets Under Management
11.4k
Private Clients
178
Years of Experience
186
Wealth Advisors
28yr
Avg. Client Tenure
10
Asset Classes
+14.7% p.a. avg. €500k €1M €2M Portfolio
Core Service · Discretionary

Discretionary Portfolio Management

Your wealth, actively managed on your behalf by our finest minds

In our discretionary mandate, you entrust your portfolio to our Investment Committee a body of twenty senior portfolio managers and economists who have navigated every market cycle of the last three decades. We manage your capital as if it were our own, because our advisors invest in the same strategies we recommend to you.

  • ✦
    Bespoke Investment Policy Statement crafted for each client
  • ✦
    Daily active management across all asset classes
  • ✦
    Quarterly performance review with your dedicated advisor
  • ✦
    Risk-adjusted returns benchmarked against your objectives
  • ✦
    Full transparency — real-time portal access, 24 hours a day
Speak to an Advisor → View Portfolio Tiers
BALANCED MANDATE Equities 38% Fixed Inc. 28% Alts 18% Real 10% Advisory
Advisory Mandate · Collaborative

Advisory Wealth Management

Expert guidance with the final word always yours

Some clients wish to remain the author of every investment decision but with access to the research, the analysis, and the expertise of a world-class investment team. Our Advisory mandate is designed precisely for them. Your dedicated Wealth Advisor presents opportunities, stress-tests assumptions, and provides recommendations, while you retain full decision-making authority.

  • ✦
    Weekly investment briefings from our Chief Investment Officer
  • ✦
    Personalised investment ideas aligned to your strategy
  • ✦
    Execution services across equities, bonds, funds, and alternatives
  • ✦
    Consolidated portfolio reporting across all institutions
  • ✦
    Access to IPOs, private placements, and exclusive fund tranches
Speak to an Advisor → View Portfolio Tiers
FONDATORE Gen. I Ramo A Gen. II Ramo B Gen. II Ramo C Gen. II Gen. III Gen. III TRUST Successione
Estate Planning · Succession

Estate & Succession Planning

Ensuring your legacy endures across generations with integrity

The transfer of wealth between generations is one of the most consequential financial events in a family's life. Poorly planned, it can fragment a fortune built across decades. Carefully structured, it can ensure that your values, your intentions, and your assets reach those you love intact and protected.

  • ✦
    Family governance and wealth council facilitation
  • ✦
    Trust and foundation structuring Italian and international
  • ✦
    Tax-efficient intergenerational transfer planning
  • ✦
    Business succession advisory for family enterprises
  • ✦
    Philanthropy structures — DAFs, foundations, impact mandates
Speak to an Advisor → Meet Our Specialists
REAL ESTATE PE PRIVATE EQUITY ART & COLLECT. HEDGE FUNDS INFRASTRUCTURE VENTURE CAPITAL Alternative
Alternatives · Real Assets

Alternative & Real Asset Investing

Beyond traditional markets capturing returns that reward patience

For sophisticated investors seeking diversification beyond listed equities and bonds, our Alternatives team provides access to institutional-grade investments private equity, real estate, infrastructure, hedge funds, and collectibles that are typically available only to the largest family offices and endowments. We curate, negotiate, and monitor these positions on your behalf.

  • ✦
    Private equity co-investments alongside premier PE houses
  • ✦
    Direct real estate investment — residential, commercial, trophy
  • ✦
    Infrastructure and renewable energy project finance
  • ✦
    Art, wine, and collectibles advisory and custody
  • ✦
    Access to selected hedge funds and liquid alternatives
Speak to an Advisor → Explore Asset Classes
"

The measure of our success is not the return we generate in a bull market — anyone can do that. It is the capital we preserve when markets fall, and the fortune we hand intact to the generation that follows.

Casa Della Finanza · Chief Investment Officer
How We Think About Wealth

Our Investment Philosophy

I

Capital Preservation First

Primum ne perdas

The first duty of a wealth manager is not to make money it is to avoid losing it. Every portfolio we construct begins with a rigorous assessment of downside risk. We would rather earn a moderate return with certainty than a spectacular one with the possibility of ruin.

II

Long-Term Horizon

Patientia vincit omnia

Markets reward patience above all other virtues. We build portfolios for decades, not quarters. Our average client relationship spans 28 years and the investment strategies we recommend reflect that time horizon. We do not chase short-term performance at the expense of long-term compounding.

III

Genuine Diversification

Ne omnia in unum

True diversification is not owning many assets it is owning assets whose fortunes are genuinely uncorrelated. We combine listed securities, private markets, real assets, and alternatives to build portfolios that can withstand any single market shock without permanent impairment.

IV

Cost Consciousness

Omnia cum ratione

Every basis point of fees is a reduction in your return. We are ruthless in managing the cost of your portfolio favouring low-cost index exposures where active management adds no demonstrable value, and reserving active management fees for asset classes where skill genuinely matters.

V

ESG Integration

Lucrum cum honestate

We believe that environmental, social, and governance factors are not a constraint on returns they are a source of alpha. Companies that manage these risks well outperform over time. Every portfolio we construct integrates ESG analysis as a matter of investment discipline, not ethical obligation.

VI

Your Interests, Solely

Semper fidelis clienti

Our advisors hold no product sales targets. They receive no commissions from fund managers or product providers. Their remuneration is aligned solely with the growth of your wealth. This is not a marketing claim it is a structural feature of how we are organised, enforceable by the terms of your advisory agreement.

Our Fiduciary Commitment

We operate under a full fiduciary duty to every client meaning that in every decision, without exception, your interests take precedence over our own commercial interests, over the interests of any product provider, and over any relationship we hold with any third party. This duty is not aspirational. It is legally binding, and we are audited against it annually by our independent compliance function and by the Banca d'Italia.

Choose Your Level of Service

Portfolio Management Tiers

Wealth · Entry

Patrimonio Classico

For clients beginning their wealth management journey

€ 500,000
Minimum portfolio value
  • ✦Dedicated Wealth Advisor
  • ✦Diversified multi-asset portfolio
  • ✦Quarterly performance reviews
  • ✦Online portfolio portal, 24/7
  • ✦Annual financial plan
  • ✦Management fee from 0.65% p.a.
Request a Consultation →
Most Requested
Wealth · Private

Patrimonio Nobile

Comprehensive wealth management with full advisory access

€ 2,000,000
Minimum portfolio value
  • ✦Named Senior Wealth Advisor
  • ✦Bespoke Investment Policy Statement
  • ✦Monthly portfolio reviews
  • ✦Access to alternatives & private equity
  • ✦Estate & succession planning advisory
  • ✦Tax optimisation advisory
  • ✦Management fee from 0.45% p.a.
Request a Consultation →
Wealth · Ultra-Private

Patrimonio Privato

Our most exacting service for exceptional wealth

€ 10,000,000
Minimum portfolio value
  • ✦Dedicated Chief Wealth Officer
  • ✦Full family office services
  • ✦Weekly portfolio reporting
  • ✦Direct Investment Committee access
  • ✦Philanthropic advisory & foundation setup
  • ✦Art, wine & collectibles advisory
  • ✦Management fee from 0.25% p.a.
Request a Consultation →

All management fees are quoted net of VAT and subject to final agreement. Minimum portfolio values are guideline thresholds and may be reviewed by your advisor.

Investment Universe

Asset Classes We Navigate

Equities
Global equities across developed and emerging markets direct stocks, ETFs, and managed funds.
Fixed Income
Government bonds, investment-grade and high-yield corporate credit, inflation-linked and green bonds.
Real Estate
Direct property, REITs, and real estate debt residential, commercial, logistics, and trophy assets.
Private Equity
Buy-out, growth equity, and venture capital co-investments alongside leading global PE firms.
Infrastructure
Renewable energy, transport, utilities, and digital infrastructure long-duration, inflation-linked income.
Hedge Funds
Carefully selected absolute return and multi-strategy funds portfolio decorrelation and downside protection.
Commodities & Gold
Physical gold, precious metals, agricultural and energy commodities inflation hedges and crisis diversifiers.
Art & Collectibles
Fine art, vintage wine, jewellery, and rare collectibles advisory, valuation, custody, and discretionary collection management.
Our Process

From Introduction to Investment

01
Discovery Meeting
Your Wealth Advisor meets you at our offices, at your home, or wherever you prefer to understand your financial life in full: your assets, your liabilities, your family, your ambitions, and the values you wish to see expressed in your portfolio.
02
Investment Policy
We translate everything we have learned into a personalised Investment Policy Statement a document that defines your objectives, risk tolerance, liquidity requirements, ESG preferences, and the benchmarks against which we will be held accountable.
03
Portfolio Construction
Our Investment Committee designs a portfolio that implements your policy statement across the full universe of asset classes available to us. We stress-test every proposed allocation against historical crises and forward scenarios before presenting it to you for discussion.
04
Ongoing Partnership
Once invested, we manage, review, and report. Markets change; your circumstances change. We meet regularly, rebalance proactively, and present every significant decision to you before it is implemented. Our relationship has no defined end only milestones to celebrate together.
Begin Your Discovery Meeting → Download Our Wealth Guide
The Minds Behind Your Money

Your Wealth Advisory Team

Prof. Alessandro Conti
Chief Investment Officer

Former Head of Multi-Asset at Generali Investments and Professor of Finance at the University of Milano. Alessandro has managed through five major market crises and oversees Casa Della Finanza's €64 billion wealth management book with a philosophy of patient, evidence-based investing.

Request a Meeting →
Dott.ssa Francesca Romani
Head of Family Wealth & Succession

Specialist in multigenerational wealth transfer, trust structuring, and family governance for Italian and international UHNW families. Francesca has advised on over €3.2 billion in succession transactions and holds qualifications in Italian and Swiss trust law.

Request a Meeting →
Giorgio Mastroianni
Head of Alternatives & Real Assets

Fourteen years building and managing alternative investment portfolios for UHNW clients across private equity, infrastructure, and real estate. Giorgio co-founded Casa Della Finanza's art advisory division and oversees €8.4 billion in non-traditional assets.

Request a Meeting →
Common Questions

Frequently Asked Questions

What is the minimum investment required for Wealth Management? ▾
Our Patrimonio Classico tier begins at €500,000 in investable assets. However, we assess suitability holistically a client approaching retirement with a lower initial portfolio but substantial expected inflows may be accepted at our discretion. Please contact us to discuss your specific situation.
Do you manage assets already held with other institutions? ▾
Yes. We offer consolidated reporting across all your financial holdings regardless of where they are custodied. Under an Advisory mandate, we can advise on externally held assets. Under a discretionary mandate, we typically require custody at Casa Della Finanza, though exceptions can be made for certain alternative investments.
How are your advisors remunerated? ▾
Our advisors receive no sales commissions, no referral fees, and no product-linked bonuses. They are salaried professionals whose variable remuneration is linked solely to client satisfaction scores and the long-term performance of the portfolios they oversee. This structure is audited annually by our Compliance function and disclosed in our annual remuneration report.
What happens to my portfolio if my advisor leaves Casa Della Finanza? ▾
Your portfolio is managed by our Investment Committee an institutional body, not an individual. Your advisor's departure triggers our formal continuity protocol: a senior replacement is introduced within five working days, and all investment decisions and documentation are handed over in full. Your portfolio never stops being managed because of a personnel change.
How transparent is the reporting on my portfolio? ▾
Complete transparency is one of our founding commitments. You have real-time access to every position, every transaction, and every cost within your portfolio via our secure online portal, available 24 hours a day. Formal performance reports are issued monthly, with a detailed annual review that breaks down returns by asset class, benchmark comparison, and fee disclosure.
Can you help us with philanthropic and impact investing? ▾
Absolutely. Our Philanthropy Advisory practice assists clients in establishing charitable foundations, donor-advised funds, and impact investment portfolios. We help you define your philanthropic mission, structure vehicles that are tax-efficient under Italian and EU law, and identify high-impact giving opportunities aligned with your values.
Begin Your Wealth Journey

Your Fortune Deserves
a Guardian Who Understands It.

A Wealth Advisor is ready to meet you at your convenience, at no obligation to explore how Casa Della Finanza can serve you, your family, and the generations that will follow. The conversation costs nothing. The value of beginning it is immeasurable.

Book a Discovery Meeting → Download Our Wealth Guide