CI Investments
Single-family office in Ticino, Switzerland, directing up to EUR 1bn of an Italian family's wealth; invests directly and does not use outside managers.
USEFUL FOR Co-investors
Family & background
- HEADQUARTERS
- Ticino, Switzerland
- OUTSIDE CAPITAL
- No — own capital only
Investment approach
- ROUTES
- Companies (own capital)
Overview
CI Investments Management Company is a single-family office near Lake Lugano in Ticino, Switzerland. It states that the family, whose wealth comes from Italian vineyards and earlier real estate holdings, has allocated up to one billion euros to be directed by the office. Its mandate does not allow allocations to outside or third-party money managers. Besides investing, it handles security, travel, shared assets, philanthropy and estate planning for family members.
Investment thesis
Preserve assets while generating active and passive returns from targeted investments, with wealth accumulation pursued alongside preservation.
People
- Gordon "Grant" CurtisPortfolio Manager & Executive Director · source
Frequently asked questions
CI Investments is a single family office based in Ticino, Switzerland.
CI Investments invests its own capital into companies.
Key people at CI Investments include Gordon "Grant" Curtis (Portfolio Manager & Executive Director).
No. CI Investments invests its own capital and does not raise money from outside investors.