WealthLine Italia

WealthLine Italia is a leading wealth management firm based in Milan, specializing in personalized financial planning, investment advisory, and estate management services for high-net-worth individuals (HNWIs) and families. Since its establishment in 2019, the firm has gained a reputation for offering tailored solutions that help clients grow and protect their wealth through diversified portfolios, tax optimization, and legacy planning.

Founded by Giovanni Lombardi, a finance expert with over two decades of experience in wealth management, WealthLine Italia provides comprehensive services, including retirement planning, real estate investment consulting, and philanthropic advisory. The firm’s approach combines deep market knowledge with personalized service, ensuring clients receive financial strategies that align with their long-term goals.

WealthLine Italia operates with values of trust, excellence, and discretion. In 2023, the firm managed assets worth €700 million, driven by a growing base of clients seeking sophisticated financial strategies in the Italian and European markets. The company plans to expand its digital wealth management services and explore sustainable investment options, providing clients with innovative tools to manage their wealth.

WealthLine Italia

  • Industry
  • Wealth Management Firms
  • Founded
  • 2019
  • Headquarters
  • Italy
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