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DirectoryFinance & InsuranceHolding companyLuganoEssentia Holding SA
Essentia Holding SA Logo
Verified· 2 sourcesTrust Score
Summary

About the company

Essentia Holding SA is an independent multi-family office providing strategic wealth management and advisory services to an international clientele. Its services include investment and wealth planning, tax and expert reporting, worldwide banking, corporate services, property advisory and philanthropy support.

AI-generated
Presence

Service area

Offering

Products & services

Industry:Holding company
✓ Offered8
Investment advisory
Investment advisory based on information, investing and risk management; decision support, execution of investments and monitoring of the portfolio.
Wealth planning
Strategies for private wealth and family continuity, including succession planning, functional reorganisation of family assets and support for the projects.
Business consulting
Strategic consulting and operational support for family-owned businesses, including accounting, tax returns, incorporation and liquidation of companies, internationalisation and offshoring.
Professional reporting
Consolidated reports and interpretation of the data for assets held at multiple institutions, with an up-to-date view, transparency of costs and risks and support for the investment strategy.
Tax consulting
Tax consulting with expertise in the local, regional and global context, on developments in tax policy, legislation and tax administration.
Worldwide banking
Access to an international network of banking services, selection of banks based on jurisdiction and local experience, centrally coordinated banking relationships.
Real estate consulting
Identification and valuation of real estate investments in Switzerland and abroad, with support for developing strategies for international property portfolios.
Philanthropy
Analysis of mission, vision, governance and the infrastructure of non-profit structures, definition of objective parameters and evaluation of the social impact of the projects.
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4.1/5

Essentia Holding SA

Trust & reputation

ranQ Trust Score of Essentia Holding 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.

Essentia Holding 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%
Essentia Holding SA scores 83.5 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.95.212%
  • 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.55.07%
Essentia Holding SA scores 85.0 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).85.022%
Essentia Holding SA scores 22.9 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 35.22.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Essentia Holding 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.

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Location

Via Ferruccio Pelli 3
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-376.413.471
Founded
2013 · 13 years
Last commercial register change
June 17, 2024
Employees
1 to 10

Active in 1 of 26 cantons · 1 municipality

  • TILugano
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

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