CUSTODIA

CUSTODIA

Illiquid, active investment in private companies and real estate, to build and develop value with a long-term view.

I

The business dimension

Custodia Holdings holds the business dimension of Custodia Group. Its scope is everything that cannot be bought or sold from an investment account: stakes in private companies and direct real estate.

Its nature is illiquid and active. Here, capital is not enough: every stake calls for attention, judgment, and involvement. Holdings does not merely invest in companies and assets; it takes part in building them, developing their capabilities, and helping them grow through ethical, sustainable, and successful business work.

II

Principles

Custodia Holdings is not defined by a sector, but by the criteria with which it takes part.

Take part to build
Bring more than capital: judgment, structure, and hands-on support.
Deliberate patience
Illiquidity demands long horizons. We enter knowing that exiting will be neither quick nor easy.
Understand before committing
Know the business, the asset, and the people in depth before investing.
People before projects
A good business with the wrong people is not a good business.
Ethics as a condition
Profitability does not make a business legitimate. The value created must be legitimate.
Works that endure
Build companies and assets able to sustain themselves, grow, and be passed on.
III

Within the system

Custodia Holdings is the engine of building for the family wealth. Custodia Capital is its stable foundation. Neither replaces the other: the liquidity of Capital gives room to the decisions of Holdings, and the growth of Holdings gives meaning to the patience of Capital.

This page

CUSTODIA HOLDINGS

Illiquid and active. Private companies and direct real estate. Contributes growth, building, and value creation.

Sister subsidiary

CUSTODIA CAPITAL

Liquid and passive. Public markets. Contributes stability, liquidity, and consolidation.

Whatever can be bought and sold from an investment account belongs to Custodia Capital. Everything else belongs to Custodia Holdings.

IV

Correspondence

Custodia Holdings invests private wealth of Custodia Group exclusively. It does not accept third-party capital or offer investment services to the public. It does not actively seek projects or opportunities: its participation is by invitation only.