In Your Best Interest
Mindful Wealth’s Discretionary Wealth Management services are founded on the legal permission you give us to invest in your name and on your behalf.
Therefore, you will never have to deal with or worry about anything concerning your account and your investments.
Each decision to buy and sell will be made in your best interest by our investment managers, who have been given the freedom to decide on investments at their discretion, within the limits and restrictions that are set by our clients, always in line with their needs and indications.
We have established a sound screening process in order to understand your specific appetite for risk on one hand, and on the other your goals in terms of returns.
Our discretionary wealth management services administer a professionally managed account, focused on returns by cutting risks.
Thanks to Mindful Wealth, you will have more time to focus on what really matters to you. It’s a matter of trust. Or better: it’s a matter of having earned your trust over the years.
At Mindful Wealth, we are convinced we deserve your trust since we deeply trust our team of expert investment professionals and their vast experience.
At our discretion. But on your behalf. And first and foremost, in your best interest.
We follow your investments, in your best interest.
We help our clients define efficacious
investment strategies and make informed choices.
With a broad choice of investments selected on a global scale and professional consultants at your disposal, this synergy will continuously help you reach your personal financial goals.