WealthLine Management

WealthLine Management is a premier wealth management firm based in Valletta, Malta, offering personalized financial advisory and investment management services to high-net-worth individuals, families, and institutions. Founded in 2019 by financial strategist Jonathan Caruana, the firm specializes in asset management, retirement planning, tax optimization, and estate planning. WealthLine Management provides tailored investment strategies designed to meet the long-term financial goals of its clients while preserving wealth across generations.

With a team of experienced wealth advisors and financial planners, WealthLine Management manages diverse portfolios, including equities, bonds, real estate, and alternative investments. The firm is known for its expertise in sustainable investing, offering clients opportunities to grow their wealth through socially responsible and impact investments. One of the firm's notable achievements includes structuring a comprehensive multi-generational wealth plan for one of Malta’s prominent business families, ensuring financial security and succession planning for future generations.

WealthLine Management operates with core values of integrity, discretion, and client-centric service. In 2023, the firm reported assets under management (AUM) of €750 million, with revenues of €30 million. Looking forward, WealthLine Management plans to expand its offerings to include digital wealth management platforms and sustainable investment portfolios, further solidifying its position as a leader in Malta’s wealth management industry.