Asset Management

Asset Allocation

At Fiducia, we provide tailored investment strategies allowing clients to divide their investment portfolios between different diverse asset classes to minimize investment risks. This includes global equities, fixed-income, cash and equivalents.
Active Advisory

With an exceptional ability to track global investments and financial markets, we analyze the opportunities and risks that these present, providing a managed advisory service tailored to specific client needs.
Discretionary Porfolio Management

At Fiducia, we reflect client needs, attitude to risk and desired level of involvement and help achieve their wealth ambitions. As it is impossible to accurately predict market movements we believe in playing the long game by staying invested.

Family Office Services

Long Term Capital Preservation

It is critical to preserve and grow wealth for decades to come. By achieving growth we look to maintain and increase our clients’ purchasing power in the real world. However, our expertise helps to provide growth in a way that is prudent and avoids irrevocable losses along the way.
Succession Planning

At Fiducia, we realise Family wealth is a resource requiring active management and planning. It is not sufficient to simply manage and protect their wealth but to leave a financial legacy for the next generation. Whilst delivering on a tailored strategy, we do so with shared values and objectivity.
Consolidated Reporting

Our consolidated reporting serves to deliver complicated financial statements across multiple entities in a concise, accessible and insightful report. These reports are highly beneficial for clients, who use them to easily review their overall positions and current performance.

Private Equity

At Fiducia, we have evolved a considerable network within global Private Equity providing clients with exclusive access to closed opportunities. Whether it is public or private corporate acquisitions through to buyouts we have cultivated a reputation for gaining effective access.
Early Stage Investments

For many years we have provided clients with exposure to early-stage investing without the need to stock-pick and commit management time. Deal flow is driven in this high-risk sector, which is mitigated through our selection methodology and due diligence processes garnered through many years of experience.
Late Stage Investments

Traditionally difficult to access, our late-stage investment opportunities for clients are a testament to our reputation and network. These companies have typically moved beyond the start-up phase of development and are rapidly scaling, positioning themselves for a buy-out or initial public offering.

Mergers & Acquisitions

At Fiducia, we can provide advice and execution for companies about both the buy-side and sell-side of their merger or acquisition. Additionally, we specialise in being able to conduct highly targeted research and reporting to raise capital for M&A.
Re-structuring & Disposals

Disposals and re-structuring can be extremely complex, particularly in cross-border transactions. At Fiducia, our diverse client base and extensive M&A experience leave us well-placed to advise on debt and equity restructuring. Additionally, disposals can be an effective way of realising value for shareholders and refocusing.
Capital Raising

Fiducia can assist in the planning and execution of strategic goals, whether this is for development, or investment in other assets, for example, M&A, joint ventures, and strategic partnerships.
Debt & Equity

Access to leading debt advisory specialists and debt capital markets along with loan underwriting arrangement capabilities is a formality. Where we excel is with our tailored advisory for your requirements. This expertise also extends to capital raising and stock market listings.