Overlooking the City from across Lake Lugano, CI
Investments Management Company directs the wealth of a single-family office organization. With
roots from the fine Vineyards of Italy, and with related wealth emanating
from commensurate prior real estate holdings, the Family has allocated
up to one billion Euros of assets to be exclusively directed pursuant
to the family mandate.
Under the current enterprise structure, the family office has expanded
to include portfolio participation by key management individuals both
Family related and third party professionals. The advent of an
incentive structure for active management has now created a more permanent
team atmosphere for longer horizon opportunities for wealth appreciation
and accumulation.
As opposed to other family offices focused on wealth preservation
by only using traditional metrics, CI has created the foundation for
concomitantly preserving assets while generating active and passive
returns from targeted investments. To date, this model has proven
to be less volatile by comparison to beta instruments while generating
substantial returns on capital invested.