FERRARELLI
& MONTEIRO
PARTNERS
Core Wealth & Asset Management
A structured and institutional framework combining portfolio management, strategic advisory, and long-term capital oversight. Designed to provide governance, consistency, and alignment across investment solutions. Serving as the foundation for disciplined wealth structuring and portfolio allocation.
Wealth
Management
A Comprehensive Wealth Management Framework
A holistic wealth management approach integrating custody, financing, advisory, and execution capabilities. Designed to address complex private and institutional needs while ensuring governance, flexibility, and continuity across wealth structures.
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Tailored Custody Solutions
Bespoke custody structures supporting sophisticated wealth architectures with transparency and security.
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Lombard & Hybrid Credit
Financing solutions designed to enhance liquidity management while preserving long-term investment strategies.
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U.S. Clients Custody & Advisory
Dedicated custody and advisory services addressing the specific regulatory requirements of U.S. clients.
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External Asset Managers (EAM)
Comprehensive infrastructure and support services for external asset managers, including custody and execution.​
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Execution Only
Direct market access with institutional-grade execution capabilities for clients seeking autonomy.
Asset Management
A Disciplined Approach to Asset Management
Institutional-grade asset management solutions designed to support long-term portfolio construction within robust and governed frameworks. Access is provided across traditional and alternative strategies, combining active management, regulatory alignment, and strategic diversification.
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Actively Managed Certificates on Listed Equities
Structured investment certificates offering targeted exposure to listed equities through active management processes.
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LPP Mandates
Pension-compliant investment mandates aligned with Swiss regulatory requirements and long-term institutional objectives.
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Private Markets & Niche Strategies
Access to private market investments and niche strategies, enabling diversification beyond conventional asset classes.
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Discretionary & Advisory Mandates
Portfolio management solutions combining professional discretion with strategic advisory oversight.
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Alternatives & Private Assets Advisory
Advisory services dedicated to alternative strategies and private assets within a controlled and institutional framework.