Wealth Management

World-class investment and consultancy professionals at your disposal to achieve your personal financial goals: that’s what you can get from our Wealth Management services. Mindful Wealth is your best partner when you want to enhance your financial situation, yet at the same time you absolutely need to feel relaxed about protecting your invested capital. You can also rely on Mindful Wealth if you are interested in the field of impact investing, a new and fast-growing sector that an ever-increasing number of individuals, especially millennials, pay close attention to.

Depending on both the investment strategies that make the most sense to you and on your attitude towards financial investments, our Wealth Management services can be delivered in two different ways: Wealth Advisory and Discretionary Wealth Management.

Discover our services.

Wealth Advisory

We help our clients define effective
investment strategies and make informed choices.


Discretionary Wealth Management

We take care of all “buy” and “sell”
decisions in your best interest.



A sound opportunity to diversify your investments in various asset classes, from stocks and bonds to real estate.

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Mindful Wealth’s Tailor-Made Investment Services are offered within the ambit of its fund management and financial advisory regulated activities. They range from private equity and family office services to real estate and art investments. Tell us your goals: our team's years of expertise in financial and investment advice is entirely at your disposal.

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