Vision

Medici Firma’s vision statement is to collaborate with and align the interests of its investors and portfolio companies. Find out what that means for you.

Service

The direct investment pipeline and structure employed by Medici Firma offers them the ability to provide the best investment opportunity for every client.

Partnership

Medici Firma has many corporate partners and offices located throughout the world. This puts them in the best position to help all types of companies.

Strategies

They manage a full range of active and quantitative investment solutions including equity, fixed income, money markets and alternative strategies. 

5
Continents
32
Countries
12
Industries
280
Allocations
120
Partners
200+
Members

Our Motto

“It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” – Theodore Roosevelt

CONNECT WITH MEDICI FIRMA THROUGH OUR CONTACT MANAGEMENT PLATFORM

Message from the Partners

Medici Firma Group Today

As an independent partnership, we are under no pressure to maximize short-term returns for shareholders. We manage our clients’ assets to create value over the longer term.

Our only business is asset and wealth management, together with related asset services. We do not engage in investment banking, nor do we extend commercial loans. Medici Firma’s partnership structure ensures that we remain committed to maintaining the financial strength and solidity of the Group.

Independence lies at the heart of our approach to business and we consider it to be the ultimate source of success for our clients and for Medici Firma.

As owners and managers our primary responsibility is for the interests of our clients. As a matter of principle, all partners remain available to meet clients and indeed do so regularly.

Because Medici Firma is privately owned, we are able to set our own business strategy without pressure from external shareholders. This financial independence goes hand-in-hand with independence of spirit, and frees us from the temptations of short term fashion.

Medici Firma has a distinctive culture of cooperation and partnership which we believe springs directly from our long history of stability, continuity and organic growth.

Over the past years there have been only several partners, each with an average tenure of over 20 years. Because the partners’ terms overlap, the knowledge, experience and values of each generation of partners are absorbed and passed on without interruption.

While this tradition ensures continuity, it also creates the adaptable and entrepreneurial environment which is essential to the future prosperity of our clients and of Medici Firma itself.

Medidci Firma’s strategy for over the years has been guided by the conviction that our success depends on providing individuals and institutions with the highest possible investment quality and service.

Today, we have a diversified and profitable asset management business similar in scale to our wealth management business.

Established with old European tradition, Medici Firma specialized in asset and wealth management, attracting discerning private clients and leading financial institutions from around the world.

Management owned

Medici Firma is a partnership of owners managers responsible for the entire business of the Group. Our principles of succession and transmission of ownership have remained unchanged since foundation.

Three businesses, one focus

As an investment-led service company, we offer only wealth management, asset management and related asset services. We do not engage in investment banking, nor do we extend commercial loans. The partnership ethos of Medici Firma ensures that we remain committed to preserving the integrity of the Group.

Independence

We are able to set our own business strategy without pressure from external shareholders or creditors. Our financial independence goes hand-in-hand with independence of mind, exacting risk management and freedom from the temptations of short term fashion.

Continuity

Over the past years there have been only limited partners, each with an above average tenure. Because the terms of the partners overlap, their knowledge, experience and values are absorbed and passed on without interruption. Successive generations therefore act as custodians as much as owners of the Medici Firma.

Adaptability

Our adaptability springs from solid and entrepreneurial foundations. Together with our size, these foundations allow us to enjoy the technical expertise and range of skills of the biggest financial groups, while retaining the agility and pioneering spirit of the smallest.

Medici Firma is built on Strength of Loyalty.

– Dr. Joseph Alfredo