Wealth management

We provide high-net-worth individuals, families and corporates with dedicated guidance to set up and manage their investment portfolio.

Trust is the foundation of all successful long-term relationships and CiliaFormosa was founded with a critical and non-negotiable purpose: for clients to have complete assurance that their financial needs and goals are fulfilled in the most effective way possible. Our step-by-step approach enables us to identify our clients’ specific needs and the changes required to obtain financial stability and growth.

When you reach out to our team, we will assign a dedicated advisor with whom you can discuss your short-term and long-term goals.

Your dedicated advisor will work with you to devise a tailor-made portfolio. Starting with an in-depth analysis review backed by solid financial expertise, we will help you achieve both your short-term and longer-term goals in a timely manner.

No matter how meticulous our plan is, we understand that your circumstances change throughout life.  We devise plans that allow your portfolio to be flexible enough to accommodate all the required changes.

Our team will send you quarterly detailed valuations so that you can monitor your portfolio’s progress.  We will communicate with you any new investment opportunities or market fluctuations that can affect your financial goals and also advise on any potential adjustments needed within your portfolio. Nevertheless, we will ask you to meet us for a face-to-face review on a regular basis.

Click on any of our fund houses below to learn more about them.