Consulting Services

Individuals and Families

We know our clients are unique, so our service is personalised upon their specific needs.

Our independent and trusted service allows our clients to save time to dedicate to themselves.

We monitor all aspects of our clients’ wealth, acting as a point of reference and ensuring complete transparency and effectiveness of the choices made.

Services offered:

Customised accounting and reporting

Generational handover

Asset managers selection and due diligence

Real estate management

Institutional Investors

Services for asset managers by asset managers.

Our team members have gained a long and diversified experience in the asset management industry; therefore, they can understand the challenges that asset managers face, efficiently supporting their business development activities. In particular, we can access an extensive network of international professionals, offering the following services:

Strategic consulting for business growth

Target market analysis

Products structuring

Distribution channels analysis and selection

Lead generation

Kallisto Partners is an independent financial boutique with offices in Rome and London, offering tailor-made solutions for institutional investors, families, and HNWI. With extensive expertise and industry insights, the team creates customised solutions that meet each client’s unique needs and objectives.

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Contacts

ITALIA
Via Flaminia, 21, 00196 Roma
Tel. +39 06 93574730
info.roma@kallistopartners.com

UK
5th Floor, Eagle House, 108-110 Jermyn Street
London SW1Y 6EE
Tel. +44 (0) 203 287 1428
info.london@kallistopartners.com

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