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.
Olivier Belleri, CFA
CIO Biography
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
Your Attitude towards Risk
In line with your capacity and your risk aversion.
Your Performance Expectations
Your objectives vis-à-vis your risk profile.
Investment Horizon
Based on your specific situation.
Liquidity Needs
A portfolio designed to support your lifestyle.
Cost-efficiency
We negotiate any bank’s costs and commissions on your behalf.
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
Choice of strong
institutions
Cost-efficiency
Portfolio
Management
Let’s open the dialogue
Please do not hesitate to contact us: