External Asset Management in Lugano

Private wealth managementAsset managementRisk analysis and risk management

CROSSINVEST SA

Since 1985

Advisory for Private, Professional and Institutional clientsAsset managementInvestment advisory

VG Consulting SA

Since 1989

Private wealth managementFamily officeEstate planning

Extrafid SA

Since 1989

Wealth managementInvestment solutionsAdditional services

A - Round Investment SA

Since 1993

Portfolio ManagementDistribution of fund offerings to qualified investors in SwitzerlandInvestment Solutions

LEMANIK INVEST SA

Since 1997

Wealth managementFinancial adviceDiscretionary portfolio management mandate

Primus Gestione Patrimoniale SA

Since 1998

Wealth managementDiscretionary wealth managementAdvisory and execution

Compass Asset Management SA

Since 1998

Discretionary wealth managementFinancial advisoryPortfolio advisory

CARTHESIO SA

Since 1998

Independent Wealth ManagementFinancial AdvisoryMergers & Acquisitions

Rexfin Asset Management SA

Since 1999

Business and tax consultingTax consultingWealth and succession planning

Wullschleger Martinenghi Manzini Servizi Fiduciari SA

Since 1999

Discretionary wealth managementFinancial consultingPresentation of consolidated wealth situations

Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA

Since 1999

External Asset Management

Mangart Capital Advisors SA

Since 1999

Wealth management mandatesWealth advisoryFamily Office

Taurus Asset Management SA

Since 2000

Wealth managementInvestment advisoryDiscretionary wealth management

PER4M SA

Since 2000

Trust & Legal ServicesCompany & Administration ServicesWealth Management

BS&MC Tax & Legal SA

Since 2001

CA Indosuez Finanziaria SA

Since 2002

Wealth management

Independent wealth advisoryPortfolio managementSecurities analysis

VCI Asset Management SA

Since 2004

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VIRIUM Investimenti SA

Since 2004

Wealth managementFamily officeRisk analysis

Portfolio ManagementCustomised Portfolio ManagementAnalytics & Reporting

i Partners SA

Since 2004

Property managementProperty management for private clients

Cofis gestione immobiliare SA

Since 2004

INCH FAMILY OFFICE SA

Since 2004

Wealth management

Wealth managementInvestment adviceFamily office

Soave Private Investors SA

Since 2005

Advisory and portfolio managementSupervision and monitoring of banking and investment relationshipsTrust services and wealth planning

RAMELLA FAMILY OFFICE SA

Since 2005

Wealth managementFinancial advisoryFamily Office

Capitalsuite SA

Since 2005

Discretionary Asset ManagementAdvisory Asset ManagementInstitutional Asset Management

Amgest SA

Since 2006

Asset ManagementFamily OfficeWealth Management

ESSEDI ASSET MANAGEMENT SA

Since 2006

Wealth ManagementInvestment StrategyInvestment Products

NuVerse (Suisse) SA

Since 2007

Wealth ManagementAsset ManagementTailored Solutions

GLOBAL WEALTH ADVISORS SA

Since 2008

Direct MandateAdvisoryFunds

Lapis Asset Management AG

Since 2008

Wealth ManagementFamily office

Eleutheria International SA

Since 2008

Wealth ManagementAdvisoryFamily Office

IFO International Family Office SA

Since 2008

Wealth managementInvestment advisoryPortfolio monitoring / consolidated values

DOLFID FAMILY OFFICE SA

Since 2009

Strategic Wealth AdvisoryInvestment AdvisoryProfessional Reporting

ESSENTIA FAMILY OFFICE SA

Since 2009

Wealth & Asset ManagementReal EstateFamily Office Services

GKC Advisors SA

Since 2009

Wealth managementFamily office

Sinergia Wealth Management SA

Since 2009

Discretionary wealth managementFinancial advisoryFamily office

Phosphor Asset Management SA

Since 2010

Asset management & investment advisoryCorporate finance & direct investmentFamily governance

AGENDA INVEST AG

Since 2010

Wealth ManagementDiscretionary Portfolio ManagementAdvisory Mandates

FF MARCUARD SA

Since 2010

Wealth managementFinancial advisoryWealth analysis

Helvetica Advisors SA

Since 2010

RE Portfolio ManagementRE Asset ManagementRE Creative Investments

Pagani REAL ESTATE SA

Since 2011

Wealth managementFinancial advisoryRisk management and asset consolidation

Häfliger & Partners Asset Management SA

Since 2011

Investment advisory for fixed-income productsTailored portfolio advisoryFund advisory for Luxembourg funds

INCA INDEPENDENT CAPITAL ADVISOR SA

Since 2011

Financial adviceInvestment strategiesWealth management

M.E. Consulenze SA

Since 2011

Discretionary wealth managementAdvisory and coordination for wealth structuringSupport for real estate transactions and financing

AMFIN SA

Since 2011

Wealth ManagementWealth Management AdvisoryFamily Office

Open Partners Asset Management SA

Since 2012

Discretionary Asset Management (DPM)Investment adviceAzimut Funds

AZIMUT SWITZERLAND SA

Since 2012

Wealth ManagementInvestment AdvisoryReporting & Consolidation

LCP Livingston Capital Partners SA

Since 2013

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Studio Commerciale Ottaviani

Since 2013

Asset managementTax consultancyCorporate consulting