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

The leading AI company directory, built to boost AI visibility.

DEENFRIT
Product
  • Pricing
  • Directory
  • Industries
  • Trust Score
Company
  • About
  • Partner program
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,904 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerLuganoCustodia Wealth Management SA
Custodia Wealth Management SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Custodia Wealth Management SA is an independent asset manager authorized by FINMA. It provides asset management and investment advice, as well as wealth planning, family office services, and advice on digital assets and generational transfers.

AI-generated
Offering

Products & services

Industry:Asset manager
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
4.1/5

Custodia Wealth Management SA

✓ Offered8
Wealth Management
Wealth management solutions for individuals, institutions, companies and families; portfolio construction, discretionary or advisory mandate, selection of alternative investments.
Discretionary Mandate and Advisory Mandate
Discretionary mandate to delegate investment management; advisory mandate with periodic advice, portfolio monitoring and personalised support.
Digital Assets
On-chain KYC, digital custody in hot/warm wallet or cold wallet, customised trading and tokenisation solutions for digital assets.
Wealth Planning & Family Office
Wealth planning, legal and tax advice, real-estate management and estate planning to protect, organise and transfer wealth.
Generational Transfer
Advisory for intergenerational transfer using trusts and foundations, protection of corporate assets, operational continuity and controlled governance.
Asset Monitoring
Ongoing portfolio monitoring, risk analysis, benchmarking, cost control and clear reporting to optimise investments.
Art Advisory
Advisory on works of art, tax, legal and customs support, liaison with auction houses and dealers, valuation and preservation of collections.
Real Estate
Real-estate advisory for residential and commercial investments, property search, day-to-day management and value enhancement of real estate assets.
Trust & reputation

ranQ Trust Score of Custodia Wealth Management SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of November 2026

Without public customer reviews the score stays capped.

Custodia Wealth Management SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
x
CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Custodia Wealth Management SA scores 78.6 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.75.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Custodia Wealth Management SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Custodia Wealth Management SA scores 2.6 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.2.64%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Custodia Wealth Management SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of November 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Knowledge

No knowledge articles yet

Once Custodia Wealth Management SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Custodia Wealth Management SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Custodia Wealth Management SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Custodia Wealth Management 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 al Forte 2
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-314.570.558
Founded
2019 · 7 years
Last commercial register change
February 8, 2024
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

    Similar companies

    LF
    LAGOM Family Advisors SA
    Lugano
    CS
    Capitalsuite SA
    Lugano
    PA
    Phosphor Asset Management SA
    Lugano
    AS
    Amgest SA
    Lugano
    AS
    AMFIN SA
    Lugano
    CS
    CARTHESIO SA
    Lugano
    CA
    Compass Asset Management SA
    Lugano
    PS
    PER4M SA
    Lugano