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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoHäfliger & Partners Asset Management SA
Häfliger & Partners Asset Management SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

The core activity of Häfliger & Partners Asset Management SA is independent asset management and consulting for private and institutional clients. This includes the management of assets, optimization of returns, risk management and succession planning. The company also offers services such as analysis and consolidation of bank assets, risk measurement and creation of reporting documents.

AI-generated
Offering

Products & services

Industry:External Asset Management
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3.9/5

Häfliger & Partners Asset Management SA

✓ Offered5
Wealth management
Independent wealth management based on an agreed risk profile, with selection of equity and bond securities, dynamic open architecture and tax optimization.
Financial advisory
Financial advisory for private and institutional clients, with tailored investment services, focus on preserving purchasing power, and risk monitoring.
Risk management and asset consolidation
Analysis of bank assets with consolidated reporting, measurement of portfolio risk, focus on counterparties, liquidity, expected volatility, leverage and stress tests.
Consolidated reporting
Consolidated reporting of bank assets allocated across multiple banks, to obtain an overall view of the portfolio and support asset allocation and risk management.
Estate planning
Estate planning tools in collaboration with specialized external advisors, in compliance with the regulations of the countries where clients are resident.
Trust & reputation

ranQ Trust Score of Häfliger & Partners Asset Management SA: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

Häfliger & Partners Asset Management SA scores 56.5 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.68.224%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.17.610%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.70.08%
Häfliger & Partners Asset Management SA scores 85.5 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.100.012%
  • 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.55.07%
Häfliger & Partners Asset Management 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%
Häfliger & Partners Asset Management SA scores 0.0 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 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Häfliger & Partners Asset Management SA reaches a ranQ Trust Score of 3.9 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 1 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

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

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Riva Giocondo Albertolli 1
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-230.142.491
Founded
2011 · 15 years
Last commercial register change
October 8, 2026
Employees
1 to 10
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.100.06%
  • 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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