Bertoldi Holding is a private investment Company controlled by the brothers Gianluca and Giacomo Bertoldi. The first activities date back to the sixties, when their grandfather Aldo Bertoldi, a strong and entrepreneurial businessman, focused its activities on the market of import and export of spices, dried fruit and coffee.
The opening of the first supermarkets under the Orvea brand, left an indelible mark in Trentino: we contributed to the development of local economies with a sales format that was not yet known. It's been over half a century and several generations have succeeded; to date, the 3rd generation is in command with a new holding company, Bertoldi Holding.
The activities of Bertoldi Holding are today concentrated in the operational management of the group companies, in the investee advisory and in the development and research of new businesses, operating and investing primarily in the areas of food distribution, real estate and fintech for a better financial and digital world, successfully carrying out entrepreneurial initiatives built in more than six decades of experience.
We like to tell the story of the year 1940, when the shopping cart showed itself in the "Saturday Evening Post" accompanied by the title "The trolley that changed the world". Conceived by Sylvan N. Goldman, the brilliant owner of an Oklahoma supermarket, the classic trolley was born as an entrepreneurial challenge aimed at multiplying the number of items purchased by customers.
Right after the 2nd world war, we started the activity of importing "new" products for a post-war Italy that needed to reborn: dried figs and sultanas from Turkey, prunes from California, pineapples from the Ivory Coast, peanuts from China, pepper from Sarawak.
The experience of a decade brought us to think of a new retail shopping experience: this was the year of the inauguration of the first "Orvea supermarket", in the central Via Belenzani in Trentino: we definitely changed the way people were used to buy food and groceries with the first self-service supermarket in town.
After more than half a century spent managing ordinary businesses and a supermarket chain that needed to bridge a competitive gap, we started pursuing new businesses and the third generation of the family with Gianluca and Giacomo took over the company by selling some side activities of the group. Bertoldi Holding decides in that year to invest more than 10 million euros in the development of the group.
Walliance is born, the first Italian real estate crowdfunding platform, today authorized by Consob in Italy and AMF in France came alive to disrupt the entire Real Estate sector. With 28 millions invested as of today, 22 real estate developments, it has more than 39k active users.
Today, Fintech is the main focus of the group.
The world has completely changed, consumption methods have been almost entirely wiped out by a digital world.
To continue our growth over the next years and beyond, we have to watch forward, understand the trends and forces that will shape our enterprise in the future while moving quickly to prepare us for what has yet to come.
We continue to invest in high-quality teams with short-term profitable companies.
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2020 group and subsidiaries revenues
Holding Projected Net Asset Value
YoY Investments value increase
*when in €, numbers are in millions of euro
The criteria that guides the Group's investment choices are:
People: we are looking for people with high professionalism and with successful experiences participating in the value creation and think and act as entrepreneurs.
Economic and financial results: we are looking for companies that have demonstrated a significant ability to generate cash and profits, with a balanced equity structure.
Competitive positioning: we invest in companies with a long-term sustainable competitive advantage, that are best in class or are capable of becoming one.
Governance: we participate in the Boards of Administration to monitor the progress and contribute to the development of company.
Walliance is the first Italian equity crowdfunding platform where investors can meet entrepreneurs to support individual real estate projects.