David Curmi, the Chief Officer at Curmi & Partners, has been a central figure in the company’s evolution and success over the decades. Founded by his father in 1978, Curmi & Partners has grown to become a well-established firm providing specialised investment management services.

In an in-depth discussion, David shared insights into the company’s journey, its steadfast philosophy, and the trends shaping the future of the investment sector.

A Legacy of Trust and Investment Services

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Curmi & Partners has always been a monoline company, with a clear focus on investment management. Over the years, the firm has remained true to its founding principle of providing tailored investment solutions to its clients. David explained that the firm started at a time when Malta’s political and economic landscape was vastly different. His father, recognising the demand for a secure way to invest overseas, built the company on the values of trust and long-term financial planning.

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Despite changes in Malta’s regulatory and financial environment, especially following the country’s accession to the European Union and the introduction of the Euro, Curmi & Partners has remained committed to its core philosophy. David noted, “The way we do things has evolved, but our focus on delivering quality investment services has not changed.”

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Navigating Milestones in Malta’s Financial History

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The company has been part of several pivotal moments in Malta’s financial history, including the establishment of the Malta Stock Exchange in 1991. Curmi & Partners executed the very first transaction on the Exchange, a momentous occasion that David fondly recalls. His father was also one of the founding members of the Stock Exchange, helping to shape the foundations of Malta’s investment landscape.

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When discussing the major shifts in the industry, David highlighted Malta’s entry into the EU and the adoption of the Euro as defining moments for the company. These changes brought about new opportunities, but also a more regulated environment. Curmi & Partners adapted to these developments, ensuring that their clients could transition smoothly from Sterling to Euro-based investments. David reflected on these transitions, emphasising how the company’s steady approach has always been in line with its dedication to client service and trust.

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Embracing Technology and Maintaining Personal Relationships

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Technology has been another major factor influencing the investment world, and Curmi & Partners has embraced these advancements while maintaining a personal approach with its clients. David spoke about how the speed and accessibility of transactions have transformed the industry, but noted that the firm still prioritises long-term, relationship-driven investment strategies. “We try to use technology without losing the personal touch. It’s about blending innovation with the human aspect to provide the best possible service,” he said.

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Looking ahead, David believes that artificial intelligence will play a significant role in further shaping the industry. He sees this as an opportunity for growth and adaptation, emphasising the need for the company and the industry as a whole to embrace these changes while continuing to deliver value to clients.

A New Leadership Chapter

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After decades at the helm, David recently stepped down as CEO of Curmi & Partners, passing the leadership baton to Christina Casingena in March 2024. David remains actively involved in business development and client relationships, allowing him to focus on the aspects of the business he enjoys most. He expressed confidence in the new leadership, noting that Christina’s expertise and focus have already resulted in one of the firm’s best years in terms of raising assets under management.

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David explained that stepping back from his role as CEO was part of a carefully planned succession strategy designed to ensure the company’s longevity. “We need to always think about the longevity of the company for our clients’ benefit,” he said, stressing the importance of continuity and long-term planning for the firm’s success.

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Continuing the Journey

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Looking to the future, Curmi & Partners will continue to focus on providing specialised investment solutions, blending technological advancements with its signature personal approach. David is confident that the company’s deep-rooted values will enable it to navigate future challenges and opportunities in the investment world. As he put it, “We believe that through knowledge and expertise, we can provide better solutions for our clients.”

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With its legacy of trust, strategic foresight, and dedication to client service, Curmi & Partners remains well-positioned to continue leading the investment services sector in Malta for years to come.