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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoAnchora Wealth Advisory SA
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Anchora Wealth Advisory SA

Summary

About the company

The company's purpose is to provide wealth and strategic consulting, with particular reference to consulting related to investments in securities or real estate, market, sector or specific investment analysis, execution of economic and financial due diligence, control of the activities carried out by banks, asset managers or other professionals and related reporting, supervision of assets and family office activities, selection of managers, consultants and third-party professionals, consulting in asset protection matters and assistance in succession planning at a personal and corporate level, assistance and consulting in the context of projects for transferring residence or headquarters, concierge services in the broadest sense, introduction and connection to selected partners for various personal needs and respective coordination, all in favor of individuals and families residing in Switzerland or abroad, as well as other entities (including companies, foundations or trusts). The company may carry out any commercial, industrial, financial and real estate operation, and financial operation connected to and/or instrumental to the main commercial activity, also in favor of other controlled and/or affiliated companies belonging to the group, including the provision and receipt, also without consideration and solely in the interest of the beneficiary, of intra-group financing and guarantees. The company may open branches and subsidiaries in Switzerland and abroad, participate in other companies in Switzerland and abroad; represent third parties, carry out activities and conclude agreements aimed at promoting the company's purpose, or which are directly or indirectly related to it. The company may also acquire, encumber, manage, administer, lease and sell real estate in Switzerland and abroad, as well as participate in real estate companies and enterprises with headquarters and/or activities in Switzerland and abroad, in compliance with applicable laws. Any activity carried out in the real estate sector is not aimed at third parties but limited to real estate for its own account.

Commercial register, canton of TI·As of May 8, 2026View on Zefix
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Products & services

Industry:External Asset Management
✓ Offered6
Asset Management
Global assets allocation, investment strategy decisions, selection of portfolio managers, private markets solutions and consolidated reporting; coordination with banks and other financial counterparts.
Fund Management Solutions
Advisory services for private equity funds across due diligence, deal sourcing, execution, post-investment monitoring and exit strategy support.
Wealth Planning
Wealth structuring, estate planning, life cycle management, residence and citizenship analysis and relocation services for families and international situations.
Risk Management
Portfolio risk identification, assessment, measurement and mitigation, including asset protection, liability management, monitoring and response planning.
Governance & Directorship
Family governance advisory, family meetings, directorship and coordination of professionals to support family-business alignment and decision-making.

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Location

Hier entsteht die Karte
Crocicchio di Cortogna 6
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-192.276.355
Founded
2024 · 2 years
Last commercial register change
May 8, 2026
Employees
1 to 10

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