ranQ
ranQ
ranQ
DirectoryIndustriesPlacesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,823 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoCP & PARTNERS SA
CP & PARTNERS SA Logo
Verified· 2 sources

CP & PARTNERS SA

Summary

About the company

CP & PARTNERS SA provides independent financial advisory and asset/wealth management services. It assesses clients’ overall financial situation—considering objectives, risk profile and regulatory, tax, pension and succession aspects—and offers discretionary portfolio management focused on diversification and risk control; it is authorized by FINMA as an asset manager.

AI-generated
Offering

Products & services

Industry:External Asset Management
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered2
Independent financial advice
Support for financial planning and investment management; analysis of the overall wealth situation considering financial objectives, family circumstances, risk, regulatory, tax, pension and succession aspects.
Wealth management
Discretionary and individualised management of the investment portfolio; definition of the investment profile, selection of financial instruments, diversification and risk monitoring.

Knowledge

No knowledge articles yet

Once CP & PARTNERS SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

CP & PARTNERS SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank CP & PARTNERS SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of CP & PARTNERS SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Via Ferruccio Pelli 2
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-291.794.369
Founded
2016 · 10 years
Last commercial register change
February 23, 2024
Employees
1 to 10

Similar companies

DS
D&D SA
Lugano
RA
Rexfin Asset Management SA
Lugano
VA
VCI Asset Management SA
Lugano
MC
M.E. Consulenze SA
Lugano
PG
Primus Gestione Patrimoniale SA
Lugano
LL
LCP Livingston Capital Partners SA
Lugano
EW
ELEUTHERIA WEALTH SA
Lugano
FM
FF MARCUARD SA
Lugano