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DirectoryFinance & InsuranceExternal Asset ManagementLuganoSinergia Wealth Management SA
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Sinergia Wealth Management SA

Summary

About the company

The core activity of Sinergia Wealth Management is wealth management for private clients, including portfolio management, risk management and investment advice. The company offers individual wealth management solutions tailored to the specific needs and goals of its clients.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered2
Wealth management
Wealth management with portfolio management services, integrated financial solutions, systematic risk control, and the protection and growth of assets.
Family office
Personalised and efficient family office service for large family assets, with a wide range of tools and solutions available on the Swiss market.
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Location

Viale Stefano Franscini 30
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-115.308.861
Founded
2009 · 17 years
Last commercial register change
November 21, 2022
Employees
1 to 10

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