Wealth Management

We are portfolio managers by nature and we take care of all the phases of the management of a family’s assets, this is also thanks to a consolidated network of trusted professionals.

barra_wealth

Investors

Value of talent: The constant search for the best possible results has led the Group to invest a good part of the assets of customers, shareholders and collaborators with some of the best independent managers in the world.

1

INVESTING TOGETHER

We invest the assets of our customers in the same tools we select to manage our own assets, following a logic of co-investment with the managers to whom we entrust our assets.

2

BELIEVING IN THE TALENT

In the world of wealth management, as in all other disciplines, there are professionals with innate talents, who achieve above average results.

3

BEING INDEPENDENT

We believe that talent can best be expressed, in an active management model, within independent structures with a high entrepreneurial content.

VALUES AND INVESTMENT PHILOSOPHY

DEPOSITARIES

We have historically carried out a custodian bank service and we boast among the highest financial strength indicators in the sector. Pursuing a mainly cautious strategy, the balance sheet contains a high level of liquid assets.

GROUP FINANCIAL SOLIDITY INDICATORS

38.9%

Leverage ratio simplified

410.7%

Liquidity coverage ratio (average last 12 months)

67%

Cost/income (average last 5 years)

Financial statement data as of 09/30/2023

TRUST SERVICES

We provide the customer with the consolidation tools to manage, monitor and administer their assets, independently from their custodians.

The Group offers fiduciary services to satisfy the interests of individuals, entrepreneurs and companies / trusts that see a value to be preserved in confidentiality.

The trust company can thus place itself at the center of the overall management of complex assets, both financial and real, even in several jurisdictions.