• Growth

    Turning your assets
    into a lasting legacy

  • Transparency

    No strings whatsoever to
    any bank or institution

  • Loyalty

    We work exclusively
    for you and your family

  • Diversification

    Tailor-made portfolios
    with global reach

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We negotiate on your behalf - We are your family office

Being close and aligned to our clients’ interest is our main distinctive trait

Fidenza Asset Management provides an independent financial advisory service designed to help you perpetuate your wealth.

Our freedom to operate independently from any bank or institution helps us guarantee an ethical posture in our work.

We negotiate all fees and commissions on your behalf, while seeking profitability and risk management for your tailor-made portfolio.

We always adjust to your perspective regarding needs, risk, expectations and the values that represent your family.

Foto Olivier Belleri, CFA

Olivier Belleri, CFA

CIO Biography

Firmado: Belleri

A tailor-made portfolio

We analyze your specific profile and define:

  • Flows expectations

  • Risk Aversion

  • Performance objectives

  • Wealth planning

  • Options for ethical investment and social responsibility

  • Philanthropy

  • Any other special needs

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Your Attitude towards Risk

In line with your capacity and your risk aversion.

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Your Performance Expectations

Your objectives vis-à-vis your risk profile.

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Investment Horizon

Based on your specific situation.

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Liquidity Needs

A portfolio designed to support your lifestyle.

Calculadora

Cost-efficiency

We negotiate any bank’s costs and commissions on your behalf.

Personas cercanas

Loyalty

A service permanently at your disposal and exclusively designed to serve the interests of a privileged number of clients.

A solid and competitive business model

Triángulo

Choice of strong
institutions

Cost-efficiency

Portfolio
Management

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Let’s open the dialogue

Please do not hesitate to contact us: