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DirectoryFinance & InsuranceFinancial ServicesLuganoSafe Capital Management SA
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Safe Capital Management SA

Summary

About the company

Safe Capital Management SA is a partner-owned wealth manager providing discretionary portfolio management and advisory services to private clients, corporate clients and institutional investors. Its services include wealth management, treasury and asset‑liability management, family governance support and asset management for regulated institutions; the firm is authorised by FINMA.

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Products & services

Industry:Financial Services
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Wealth Management
Wealth management for high-net-worth entrepreneurs and families with diversified wealth, including planning, implementing and monitoring liquid and illiquid assets, family governance, generational transfer and philanthropy.
Portfolio management
Discretionary management of individual investment portfolios, including strategic asset allocation, top-down macro-driven investment process, tactical positioning and management of multi-asset portfolios.
Investment advisory
Bespoke advisory services with full control over final investment decisions, including support on strategic asset allocation, tactical positioning, equities and bonds portfolios, and alternative strategies.
Corporate finance advisory
Support for companies through corporate finance tools, analysis and strategic advice, including business and liquidity planning, funding options, venture capital, joint ventures and financing for growth.
Corporate treasury and risk management
Corporate treasury management, asset-liability management, currency hedging, risk analysis and asset protection for companies, banks and other financial institutions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Via Serafino Balestra 5
6900 Lugano
Opening hours
Mon
09:00 - 13:00, 14:00 - 18:00
Tue
09:00 - 13:00, 14:00 - 18:00
Wed
09:00 - 13:00, 14:00 - 18:00
Thu
09:00 - 13:00, 14:00 - 18:00
Fri
09:00 - 13:00, 14:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-381.156.096
Founded
2023 · 3 years
Last commercial register change
November 17, 2025
Employees
21 to 50

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