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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,937 companies indexed · Last updated: today
DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoLFA - Lugano Financial Advisors SA
LFA - Lugano Financial Advisors SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

LFA - Lugano Financial Advisors SA provides wealth management and investment advisory services for clients with U.S. tax obligations. Services include discretionary and non-discretionary portfolio management across multiple asset classes and currencies, currency/forex management, tax and risk mitigation support, and access to Swiss private banking and related administrative services.

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Products & services

Industry:Funds & Investment Companies
✓ Offered5
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LFA - Lugano Financial Advisors SA

Wealth Management
Discretionary and advisory portfolio management services, global asset allocation, ongoing portfolio monitoring, currency-aware investing, and U.S.-compliant tax reporting.
International Wealth Planning
Trust and succession planning, insurance-based strategies, philanthropic planning, multigenerational planning, family governance, and coordination with the U.S. as well as international professionals.
Alternative Investments
Access to precious metals, commodities, hedge funds, real estate, private equity, and also digital assets and cryptocurrency funds, depending on the investment structure and risk profile.
Self-Directed IRA Advisory
International diversification within suitable self-directed IRAs, integration of Swiss custody, alternative assets, and ongoing portfolio management in line with IRS rules.
Service for U.S. Investors
Wealth management for U.S. investors and U.S. citizens in Switzerland and abroad, with international diversification, reporting, and advisory services within the SEC-, FINMA-, and IRS frameworks.
Trust & reputation

ranQ Trust Score of LFA - Lugano Financial Advisors SA: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

LFA - Lugano Financial Advisors SA scores 49.8 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.35.08%
LFA - Lugano Financial Advisors 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%
LFA - Lugano Financial Advisors 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%
LFA - Lugano Financial Advisors SA scores 31.4 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 35.31.44%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

LFA - Lugano Financial Advisors 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

Via F. Pelli 3
6900 Lugano
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.335.504
Founded
2010 · 16 years
Last commercial register change
May 20, 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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