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DirectoryFinance & InsuranceExternal Asset ManagementLuganoAnchora Wealth Advisory SA
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Anchora Wealth Advisory SA

Summary

About the company

Anchora Wealth Advisory SA is an independent multi-family office that supports families with wealth management, wealth planning, risk management and governance services. The company also provides fund management advisory, asset allocation support and concierge-related services for complex family affairs.

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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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