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DirectoryFinance & InsuranceFinancial ServicesLuganoCOLOMBO WEALTH SA
COLOMBO WEALTH SA Logo
Verified· 4 sources

COLOMBO WEALTH SA

Summary

About the company

COLOMBO WEALTH SA is an independent Swiss wealth manager that provides investment management and advisory services to private and institutional clients. The company develops and implements tailor-made investment strategies, family office services and investment products, including funds and actively managed certificates.

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Products & services

Industry:Financial Services
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4
Wealth Management
Individual wealth management and investment advisory for private and institutional clients, with tailored investment strategies, investment review and risk assessment.
Family Office Services
Family office services for families, with consolidated wealth reporting, national and international tax advisory, corporate advisory and relocation support.
Investment Fund Management
Development and management of investment funds and financial products, including portfolio management for Luxembourg UCITS funds and actively managed certificates.
Investment Advisory for Institutional Clients
Investment advisory for institutional investors and financial intermediaries, with needs-based analysis and implementation of investment strategies.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

October 31, 2024Media
Colombo Wealth Celebrates with High-Profile Guests
finews.com

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Location

Via Clemente Maraini 39
6900 Lugano
Opening hours
Mon
08:00 - 12:00, 13:30 - 18:00
Tue
08:00 - 12:00, 13:30 - 18:00
Wed
08:00 - 12:00, 13:30 - 18:00
Thu
08:00 - 12:00, 13:30 - 18:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-112.471.588
Founded
2005 · 21 years
Last commercial register change
July 9, 2024
Employees
21 to 50

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