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

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,877 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoHäfliger & Partners Asset Management SA
Häfliger & Partners Asset Management SA Logo
Verified· 2 sources

Häfliger & Partners Asset Management SA

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
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
✓ 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.

Knowledge

No knowledge articles yet

Once Häfliger & Partners Asset Management SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Häfliger & Partners Asset Management SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Häfliger & Partners Asset Management SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Häfliger & Partners Asset 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

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
February 17, 2026
Employees
1 to 10

Similar companies

LL
LCP Livingston Capital Partners SA
Lugano
CA
CIMEN ADVISOR
Lugano
ES
Extrafid SA
Lugano
FM
FF MARCUARD SA
Lugano