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DirectoryFinance & InsuranceExternal Asset ManagementLuganoIntelligent Invest SA
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Intelligent Invest SA

Summary

About the company

The core activity of Intelligent Invest SA is wealth management for private and institutional clients, including the analysis and selection of investment products, the creation of investment strategies and the management of diversified financial portfolios.

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Products & services

Industry:External Asset Management
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Wealth Management
Asset management services with discretionary or advisory mandates, investment strategy design, asset allocation, portfolio construction, monitoring and risk management.
Portfolio analysis, monitoring and risk management
Portfolio analysis and monitoring services with consolidated portfolio overview, detailed investment analysis, and objective assessment of returns and associated risks.
Investment consultancy
Investment advice for private, professional and institutional clients, including assessment of market trends, scenarios and time-sensitive financial matters.
Family office services
Family office services drawing on a network of trusted experts for wealthy individuals, entrepreneurs, family offices, private foundations and institutional clients.
Real estate financing
Financing of real estate in Switzerland through bank partners.

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Secure profile

Location

Via Massimiliano Magatti 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-313.201.420
Founded
2023 · 3 years
Last commercial register change
December 5, 2023
Employees
11 to 20

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