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DirectoryFinance & InsuranceFiduciary OfficesLuganoICAM & PARTNERS SA
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ICAM & PARTNERS SA

Summary

About the company

The core activity of Icam & Partners SA is investment consulting and wealth management for high net worth individuals and families. This includes: Investment Advisory, Portfolio Management, Real Estate Management & Advisory, and Asset Management, encompassing the management of various asset classes such as stocks, bonds, real estate, luxury goods, and other assets. The company also offers specialized services such as the management of investment funds (e.g. ICAM FIRST and BOND GLOBAL FIRST) and consulting on investments in various markets and asset classes.

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Products & services

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Asset Management
Tailored investment management with discretionary, advisory and institutional asset management, plus private equity and club deal opportunities.
Wealth Reporting and Consolidation
Consolidated wealth overview with aggregation across asset classes and custodians, personalized reporting and cost supervision.
Succession and Family Wealth Planning
Succession planning, philanthropic structures and family governance with external specialist support, aligned with wealth objectives and family values.
Investment Advisory
Investment advice and personalized strategies with support for informed decisions while clients keep full control of their portfolios.
Cost Control and Supervision
Monitoring of investment costs, fee-structure optimisation and supervision of external managers.

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Location

Via Nassa 36
6900 Lugano
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.175.293
Founded
2009 · 17 years
Last commercial register change
March 9, 2026
Employees
1 to 10

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