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DirectoryFinance & InsuranceExternal Asset ManagementBaselLugaresi Ness Partner AG
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Lugaresi Ness Partner AG

Summary

About the company

The core activity of Lugaresi Ness Partner AG is independent wealth management for affluent private individuals from Switzerland and abroad, including investment advice, pension planning and financing.

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Products & services

Industry:External Asset Management
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Asset Management
Asset management with bank-independent investment policy, ongoing monitoring of assets, active adjustments and individual investment strategies for affluent private clients.
Investment Advisory
Investment advisory including development of a risk profile, objectives and investment strategy, investment proposals, monitoring of assets and regular updates; transactions remain with the client.
Financial Planning
Comprehensive financial planning for retirement provision, wealth, insurance, real estate as well as matrimonial and inheritance-law aspects, with analysis of the personal situation and optimisation proposals.
360° Consultation
Personal, bank-independent and neutral financial advice for affluent private individuals, focusing on investing, retirement planning and financing.
Sustainable Investment Strategies (ESG)
Investment process using ESG criteria, active analysis and risk management, along with transparent reporting for the portfolio’s sustainable positioning.

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Location

Elisabethenstrasse 23
4051 Basel

At a glance

Legal form
Corporation
UID
CHE-112.625.325
Founded
2005 · 21 years
Last commercial register change
December 1, 2025
Employees
1 to 10

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