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:
Succession planning, trusts and structuring
Selecting appropriate fund managers
Asset allocation to meet financial goals
Due diligence on proprietary direct investment and co-investment opportunities
Have a special enquiry? Please get in touch.