Independent wealth management

VARIANZA

We are an independent wealth management company. Our goal is to achieve a solid and stable growth for our clients wealth; with a strong commitment to transparency, security and simplicity, through a team with a long and proven track record.

Core values

Independence

VARIANZA considers itself an independent entity. We do not receive third party inducements, nor do have ties with banks. We do not distribute our own products among our customers, this way we eliminate any potential conflict of interest.

Investment style

Eclecticism and contrarian investing. No pigeonholing while keeping a critical spirit versus market consensus. Investment dynamism, flexibility and, above all, a long-term wealth management view with tight risk controls.

Alignment of interests

Optimized and straight fees, with the possibility to define a success fee. Partners and staff delegate their financial assets management to VARIANZA. Exclusive focus on wealth management services, with no cross-selling that may interfere with customer relationships.

What makes us different?
What makes us different?

Focused on our clients' wealth with a long term view

What we offer?

We offer a variety of solutions aimed to achieve client goals, while preserving an independent perspective

Discretionary mandates

Design for customers wishing to delegate financial analysis, investments and risk control

GO TO DISCRETIONARY MANDATES

Advisory

For high net worth individuals and institutional clients that require an independent advisory service

GO TO ADVISORY

Wealth management

For clients seeking a holistic overview of their wealth

GO TO WEALTH MANAGEMENT

CERVINO

A fund in which partners and employees invest.

Available as well for clients interested in investing in a fund with a long-term view, pursuing equities like returns but with lower volatility.

Go to CERVINO

Risk control

We have a long-term approach to investments and thus, we seek a balance between risk and return.

Security Confidentiality

VARIANZA applies high security and confidentiality standards. We understand both elements as the main foundation for a long-lasting relation with our clients.