WEALTH MANAGEMENT

Fintonia provides comprehensive and bespoke "your own personal investment banker" services to ultra-high net worth families, trusts foundations, and investors around the world. Our integrity and experience, combined with an investment approach designed to enhance your goals and aspirations, creates a strong and lasting relationship. Our highly bespoke services cover:

 
Story Time

Succession planning, trusts and structuring

Business handshake

Selecting appropriate fund managers

Wood Bridge Walking

Asset allocation to meet financial goals

Analyzing Data

Due diligence on proprietary direct investment and co-investment opportunities