Fiduciary Custody
We hold shares, quotas, and other assets on your behalf, handling all administrative obligations (such as corporate communications and shareholders’ meetings) for you.
Manage your participations intelligently through Weltix's digital fiduciary service.
<p dir="auto">You’ll no longer have to worry about administrative tasks or tax obligations: your investments are held in a fiduciary structure, giving you confidentiality, tax optimization, and complete oversight through a single one-stop-shop dashboard. This simplifies life as a private investor, allowing you to focus on investment decisions while we handle all the operational aspects.</p>
We hold shares, quotas, and other assets on your behalf, handling all administrative obligations (such as corporate communications and shareholders’ meetings) for you.
We support you in identifying and implementing all tax benefits and provide clear reporting to simplify your tax return and other tax obligations.
View all your participations, documents, and communications in a single online portal, and issue instructions (sales, transfers) with just a few clicks.
Fiduciary ownership ensures confidentiality for your investment by keeping your identity anonymous in the public registries of the companies in which you hold participations.
Investing in innovation requires fit-for-purpose tools. With Weltix, I found a simple, rigorous, and transparent platform that allows me to operate efficiently even abroad. A modern gateway to the future of investing.
Company duly authorized under Italian Law No. 1966 of 23 November 1939 to perform fiduciary activities, as per the Decree of the Ministry of Economic Development dated 10 March 2020.
