Sofia: born to manage the assets of our clients

Sofia is an Independent financial laboratory designing customized wealth management services. Our wealth management style features flexibility and freedom from all banks and institutions. Throughout these years we have been free to think with our Customers to build a bespoke investment system, able to create vehicles to meet their specific goals.

To reach this goal we made use of many asset managers, many markets, sometimes a lot of cash and, most of all, a profound understanding of our clients’ needs.

About Us

Sofia style

Our offer

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Advisory and Management

Experience, technique risk-control at the clients needs


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News and press review

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Our clients exclusive area

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