Redefining
Wealth Management

Crafting Personalized Solutions for Families and Foundations

ABOUT US

wealth management expertise tailored to your needs

Segetia was founded with a bold ambition: to provide exclusive, sophisticated, and meticulously tailored wealth management services to discerning families and esteemed foundations.

Aligned with our distinguished clientele, Segetia embraces a personal, forward-thinking approach rooted in partnership and autonomy.

Our team boasts a wealth of expertise covering various facets of wealth management, ensuring comprehensive and bespoke services that are thoughtfully crafted to meet your unique needs. From astute investment advice to risk and liabilities management, as well as specialized investments, we leave no stone unturned.

Our mission is to deliver excellence while ensuring the seamless transfer of wealth to future generations.

Recognizing the prevalence of conflicts of interest in financial institutions, we take great pride in our unwavering independence, unwavering integrity, and unparalleled transparency. At Segetia, we tirelessly strive to earn the unwavering trust of our esteemed clients.

We place paramount importance on team stability, cultivating a progressive work environment that nurtures personal growth, fosters unwavering confidence, and empowers our employees to achieve unparalleled expertise.

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Our Core Values

Nurturing Trust and Empowering Growth

Our unwavering commitment lies in emphasizing team stability as an integral pillar of our organizational ethos. We take great pride in cultivating a dynamic and supportive working environment that places a premium on the individual growth and development of each employee.

INDEPENDENCE

At Segetia, we value independence. By maintaining autonomy, we mitigate conflicts of interest and prioritize our clients’ needs.

INTEGRITY

Integrity is fundamental to our approach. We uphold the highest ethical standards, ensuring transparency, honesty, and accountability to build trust with our clients.

TRANSPARENCY

Transparency is key to our client relationships. We provide clear and comprehensive information, empowering clients to make informed decisions and fostering a transparent partnership.

The best preparation for good work tomorrow is good work today

Elbert Hubbard

Services

Comprehensive Solutions Tailored to Your Needs

WEALTH MANAGEMENT

Wealth consolidation, advisory and discretionary management to reinforce your investment decision.

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ASSET MANAGEMENT

To benefit from our whole investment expertise directly through our funds

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FAMILY OFFICE

Personalized consolidated reporting, ongoing relations with family counsellors, independent advisory and dedicated discretionary management.

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SPECIAL INVESTMENTS

Real Estate, equity stakes, co-investments, club deals, our clients have “members-only” access to unique investment opportunities

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The successful man is the one who had the chance and took it.

Roger Babston

ORGANISATION

Our Organizational Philosophy

At Segetia, we believe in the power of commitment and effective communication as the cornerstone of our organizational philosophy. We are dedicated to providing our clients with a clear and transparent understanding of their global financial situation through an analytical process. This approach not only simplifies complex financial matters but also fosters a strong and sustainable relationship with our clients.

Maintaining our independence is of utmost importance to us. We take pride in our decision not to be bound to any financial institution, allowing us the freedom to prioritize our clients’ best interests and make unbiased investment choices.

Transparency is a core value at Segetia, and it extends to our fee structure. We believe that high-end services can be delivered at attractive and fair conditions. Our comprehensive fee structure is always available for consultation, ensuring that our clients have a clear understanding of the value they receive

MEET THE TEAM