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DirectoryFinance & InsuranceExternal Asset ManagementLuganoFinpromotion Société de Promotion Financière SA
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Finpromotion Société de Promotion Financière SA

Summary

About the company

Finpromotion Société de Promotion Financière SA is a wealth management and financial advisory firm that provides portfolio management, advisory and financial engineering services, multi‑family office support and wealth planning.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth management
Portfolio management with customized investment strategies, return optimization, wealth protection, proprietary monitoring models, and dedicated asset allocation.
Advisory
Advisory service for investors who want to participate actively in investment decisions, with investment analysis, continuous support, and assistance with compliance.
Advisory and financial engineering
Customized financial advice, strategic planning, financing arrangements, fiduciary and trading transactions, with support also in legal, tax and insurance matters.
Multi family office
Holistic management of family wealth, consolidation of assets managed by third parties, analysis of the overall portfolio, and support in succession, tax, insurance, commercial and corporate planning.
Wealth planning
Wealth planning for protection and growth of wealth, succession planning, analysis of family needs, and defining solutions aligned with the client’s intent.
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Reviews

Aggregated rating

Aggregated rating
3
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle31
★TrustpilotSoon
PProvenExpertSoon

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Location

Piazza Alessandro Manzoni 3
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-107.886.239
Founded
1972 · 54 years
Last commercial register change
July 8, 2026
Employees
11 to 20

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