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DirectoryFinance & InsuranceExternal Asset ManagementLuganoPrimus Gestione Patrimoniale SA
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Primus Gestione Patrimoniale SA

Summary

About the company

The core activity of Primus Gestione Patrimoniale SA is the creation and management of tailored asset allocation strategies for clients, with a focus on transparent and customer-specific solutions. The company thus provides services in the field of asset management.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management for private clients, with customised investment strategies, portfolio construction, diversification, active management and continuous risk monitoring.
Financial advice
Financial advice to define investment objectives, assess possible scenarios, choose suitable strategies and structure solutions according to the client's risk profile and preferences.
Discretionary portfolio management mandate
Discretionary portfolio management mandate for managed accounts, with day-to-day management of investments in accordance with the mandate granted and the client's risk profile.
Family office services
Family office services with support from external partners, including concierge services, relocation and administrative support, integrated into overall wealth strategies.

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Location

Via Giovan Battista Pioda 5
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-104.505.110
Founded
1998 · 28 years
Last commercial register change
May 26, 2025
Employees
11 to 20

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