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DirectoryFinance & InsuranceExternal Asset ManagementLuganoSumus Capital SA
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Sumus Capital SA

Summary

About the company

Sumus Capital SA is an asset management and wealth management firm providing asset management, wealth management and family office services. The company manages Luxembourg-domiciled SICAV funds (two SICAVs with eight sub-funds) and offers investment advice, portfolio structuring, consolidated reporting and family governance; it is FINMA-regulated.

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Offering

Products & services

Industry:External Asset Management
✓ Offered3
Asset Management
Asset management for portfolios, including strategic asset allocation, tactical asset allocation and fund-based investment solutions.
Investment Advice
Investment advice for private clients and banks, with recommendations tailored to financial situation and short- and long-term financial goals.
SUMUS Funds
Fund solutions providing access to a diverse range of asset classes for different investment styles, with access gated by country and investor type.
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Secure profile

Location

Via Canova 1
6900 Lugano

At a glance

Legal form
Branch
UID
CHE-322.971.391
Founded
2018 · 8 years
Last commercial register change
October 29, 2018
Employees
11 to 20

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