Providenzia capital group

The Global Investment Office

Providenzia Capital Group (Suisse) S.A. incorporated in 2005, is a global investment office based in Geneva, overseeing assets on behalf of wealthy families and institutions around the world. Providenzia runs its businesses independently and is affiliated to the Swiss Financial Market Supervisory Authority (FINMA) ensuring first-class quality control to its clients and partners.

Values & Principles

Providenzia Capital Group (Suisse) S.A. is neither a bank, nor just a family office. Instead, we bring together the best of both worlds : the high service standards and transparency expected of a private family office, combined with the quality of investment expertise and operational excellence typically associated with a major global financial institution.

To deliver this we have built our reputation upon four pillars :

& Independence

We are not tied to in-house managed funds or products. Our team is free to focus on the most appropriate investment solution for an individual portfolio without conflict of interest. We implement customized portfolios with the objective of selecting the best.

of Interest

The assets of Providenzia Capital Group’s partners and the clients are managed side by side. All clients can expect the same high levels of service, and are on the same fee scale. Access to the same managers is also assured across our clients with capacity being shared pro-rata between them.


Our investment team is led by professionals with extensive experience managing equity, bond and hedge fund portfolios directly, in some of the world’s most highly regarded fund management firms.


We are flexible and tailor each service to meet the particular needs of each client.


Our approach goes far beyond conventional asset management. We aim to add value across the whole spectrum of a client’s family wealth, from long-term strategic planning and investments to day-to-day advice and administration.

In order to ensure holistic wealth planning and management, our approach is based on :

  • Protecting the family fortune through the use of suitable legal structures and the tax-optimized transfer of assets to the next generation
  • Growing wealth by defining and executing an investment process that reflects the client’s objectives
  • Controlling the investment process using management, monitoring and reporting systems.