Tosetti Value

Overview

Tosetti Value SIM S.p.A. is a Turin-based investment firm that describes itself as one of the first multi-family offices in Europe, founded by Dario Tosetti in 1997. For families it provides financial advisory (investment strategy, asset allocation, instrument selection and portfolio monitoring across the client's banks), plus generational, trust, tax, legal, philanthropy and art services. It also advises companies on treasury and extraordinary transactions and institutions on instrument selection. The site states about 100 clients, 29 professionals and around 5 billion euros of financial assets assisted (advised, not managed).

Investment thesis

Grow family wealth with tight control of risk and costs, through consolidated analysis, asset allocation and daily monitoring of the invested portfolio.

People

• Luca Ferraris
  Head of Research Centre and Director (investment sustainability) · source
• Marco Lavazza
  Chairman · source
• Dario Tosetti
  Founder and Chief Executive · source
• Umberto Viano
  Managing Director (Consigliere Delegato) · source
• Davide Tosetti
  Managing Director (Consigliere Delegato) · source
• Mauro Filacchione
  Partner and Director (bond risk) · source
• Marco Bernardi
  Director · source
• Giuseppe Lavazza
  Director · source
• Carlo Pavesio
  Director · source
• Antonio Baravalle
  Director · source
• Alessandro Gabetti Davicini
  Director · source

Frequently asked questions