Custodia Wealth Management SA
Family Office / Private Investment · Lugano, Ticino
Custodia Wealth Management SA is a Swiss family office / private investment company based in Lugano, Canton of Ticino, listed in the Swiss commercial register since 2019 (UID CHE-314.570.558).
Board members & signatories
- Fabio Palisi
- Erika Sangiuliano
Registered purpose
La Società ha per scopo la gestione patrimoniale e la consulenza in investimenti per clientela di ogni tipo, in Svizzera e all'estero. Lo svolgimento di ogni tipo di attività nel campo della consulenza e amministrazione di Società fondazioni e trust, come pure l'amministrazione di partecipazioni nonché la realizzazione di tutte le attività legate ai trust. In particolare la Società si occupa inolt…
Source: Swiss commercial register (Zefix / SOGC) and Alpintel analysis · Data as of March 2026
What Custodia Wealth Management does
OFFERING
Custodia Wealth Management SA provides wealth management services, including personalized asset management, discretionary advisory mandates, and digital asset services such as on-chain KYC and digital custody. They also offer wealth planning, generational transition services, risk monitoring, art advisory, and real estate investment solutions.
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