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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,805 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoFortworth AG
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Fortworth AG

Summary

About the company

The core activity of Fortworth AG is wealth management consulting, particularly the development of investment strategies and risk management solutions for high net worth private clients and families. This includes the analysis and optimization of assets, the creation of investment plans, risk management and the monitoring of investments. The company uses mathematical models and statistical methods to develop efficient investment strategies and represent the interests of its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Wealth Management Advisory
Independent strategic oversight across complex portfolios, capital structures and evolving wealth requirements.
Investment Strategy
Strategic asset allocation, mandate logic and investment frameworks shaped by objectives, constraints, liquidity needs, governance and long-term capital priorities.
Risk Management
Risk frameworks designed to preserve capital, control drawdowns and strengthen resilience across changing market regimes and periods of dislocation.
Portfolio Structuring
Disciplined portfolio architecture balancing opportunity, protection, implementation quality and coherence across the full allocation.
Multi-Bank and Multi-Manager Oversight
Independent supervision across banks, custodians, external managers and third-party providers to maintain consistency, discipline and strategic alignment.
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Location

Via Carlo Frasca 3
6900 Lugano
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-194.470.804
Founded
2014 · 12 years
Last commercial register change
January 3, 2024
Employees
1 to 10

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