Switzerland’s third-largest financial center, Lugano specializes in wealth management. We have been present in Ticino’s finance capital since 1993. Our offices are located in the historical center of the town.

 

Our team offers its clients a broad range of asset management advice, financial products and specialized services. By listening attentively to their clients’ needs, they are able to take a global approach to each financial situation and come up with tailor-made solutions meeting the highest professional, ethical and quality standards.

 

• Wealth Management
• Institutional Asset Management
• Traditional and Alternative Mutual Funds
• Pension Plans and Actuarial Services
• Global Custody+
• Investment Advice
• Estate and Succession Planning
• Legal and Tax Advice
• Services for Family Offices
• Trusts and Foundations
• Private Equity
• Financial Intermediaries