External Asset Management in
Lugano

BS&MC Tax & Legal SA

Since 2001 · 51–100 empl.

The core activity of BS&MC is the provision of services as a Multi-Family-Office, including: Wealth Management, Company & Administration, Business Development, Investment Solutions, Family Governance, Sports & Celebrity Management, Arts & Collections, Real Estate Services, Crypto and Blockchain Services, and Trust & Legal Services. The company offers highly specialized and personalized services to high net worth individuals and families to protect and grow their wealth.

CA Indosuez Finanziaria SA

Since 2002 · 11–20 empl.

CA Indosuez Finanziaria SA provides wealth management services, including discretionary portfolio management, investment advisory and order transmission. The firm is authorised by the Swiss financial markets authority (FINMA) as a collective investment management firm and operates within the CA Indosuez/Crédit Agricole group network.

VIRIUM Investimenti SA

Since 2004 · 1–10 empl.

The company's core activity is wealth management and consulting, particularly in the area of Family Office, with a focus on: asset analysis and optimization, investment consulting and management, financial planning, pension and succession planning, real estate consulting, and relocation of companies and individuals. The company offers its clients comprehensive and individual consulting and management of their assets, with the goal of achieving their financial objectives and securing their wealth in the long term.

i Partners SA

Since 2004 · 11–20 empl.

The core activity of i Partners SA is asset management as an independent asset manager, based on the principles of transparency, responsibility and confidentiality. The company offers services in the field of asset management, including consulting and multi-family office services, and focuses on creating added value for its clients by monitoring risks and seeking the best possible risk-return ratio.

Cofis gestione immobiliare SA

Since 2004 · 1–10 empl.

Cofis gestione immobiliare SA provides real estate management and brokerage services, including rentals, sales, preparation of property documentation, and online and offline marketing. It supports clients in contract processes and coordinates with a network of professionals for valuations, facility services and legal matters.

Soave Private Investors SA

Since 2005 · 1–10 empl.

Soave Private Investors SA is a private financial boutique providing wealth management and family office services, including discretionary portfolio management, investment advisory and coordination of counterparties. The firm performs portfolio consolidation and reporting, defines strategic asset allocation and supports succession planning, philanthropic activities and international relocation, with custody maintained by a depositary bank chosen by the client.

Capitalsuite SA

Since 2005 · 11–20 empl.

Capital Suite SA provides services in the field of asset management. The core activity includes designing and managing asset portfolios for private and institutional clients, including the selection and monitoring of investment products, risk management and asset optimization. The company also offers consulting services for succession planning and wealth transfer.

Amgest SA

Since 2006 · 11–20 empl.

The core activity of Amgest SA is independent wealth management for private clients, particularly asset management, investment advice and portfolio management. The company also offers specialized services such as private equity, education and consulting.

NuVerse (Suisse) SA

Since 2007 · 1–10 empl.

The core activity of NuVerse Advisors LLC is investment advisory and wealth management for private and international clients, particularly for Family Offices and high net worth individuals. The company provides investment solutions and wealth management services and is registered as an investment advisor with the US Securities and Exchange Commission.

GLOBAL WEALTH ADVISORS SA

Since 2008 · 11–20 empl.

The core activity of Global Wealth Advisors SA is to provide independent and professional investment advisory and wealth management services to high net worth individuals, families and companies. This includes the development of investment strategies and financial plans to secure the financial independence and standard of living of its clients and enable an efficient transfer of wealth to future generations.

Eleutheria International SA

Since 2008 · 11–20 empl.

Eleutheria International SA provides wealth management and family office services, including wealth planning, tax advice, succession solutions and corporate advisory. The firm builds client portfolios using top‑down and bottom‑up approaches, implements ongoing risk monitoring and integrates ESG criteria through dedicated management and the Eleutheria Foundation.

IFO International Family Office SA

Since 2008 · 1–10 empl.

IFO International Family Office SA is a firm providing asset management, administration and financial consultancy services to private and institutional clients, including wealth management, advisory and family office offerings. Its services include discretionary portfolio management, one‑on‑one investment advice and coordination of external professionals for matters such as generational transfers, the setup of trusts and foundations, and alternative assets.

DOLFID FAMILY OFFICE SA

Since 2009 · 11–20 empl.

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

Pegaso Capital Partners SA

Since 2010 · 1–10 empl.

Pegaso Capital Partners SA is an asset management company focused on managing investment funds and providing financial advisory services to institutional investors. It also offers discretionary products and investment services based on flexible asset allocation and market-driven strategies.

Pagani REAL ESTATE SA

Since 2011 · 11–20 empl.

The core activity of Pagani Group is the provision of services in the fields of finance, real estate, taxes and corporate consulting. Specifically, this includes: Financial services: asset management, investment advice, fund management and financial planning for private individuals, companies and institutions. Real estate services: property management, real estate investment, real estate consulting and brokerage for private individuals and companies. Tax services: tax consulting, tax planning and tax returns for private individuals and companies. Corporate services: corporate consulting, corporate services, family office and support in the founding and management of companies. The company offers these services through various subsidiaries that are specialized in specific areas.

Open Partners Asset Management SA

Since 2012 · 11–20 empl.

The core activity of Open Partners Management SA is the design and management of assets, as well as the provision of financial advisory services. The company offers personalized solutions for the preservation and growth of its clients' assets, aiming to ensure long-term financial security for its clients and their families.

SWIX Family Office SA

Since 2013 · 11–20 empl.

The company offers private banking and wealth management services, particularly for wealthy families and private clients. The core activities include: wealth management and consulting, financial planning and control, investment consulting and management, support for international relocations and tax planning, philanthropy and sustainable investments, insurance services, shipping and aviation financing, corporate financing and M&A consulting, family mediation and conflict resolution, and concierge services. The company positions itself as a family office and offers a comprehensive range of services to meet the financial and personal needs of its clients.

Albula Advisors SA

Since 2013 · 1–10 empl.

The core activity of Albula Advisors is the provision of financial services, particularly in the areas of wealth management, investment consulting, and cash management. The company offers tailored solutions for high-net-worth individuals, especially entrepreneurs, and supports them in managing their assets, investing their funds, and handling payment transactions and liquidity management.

Brightside Capital SA

Since 2015 · 11–20 empl.

The core activity of Brightside Capital is wealth management and planning for private clients, including asset management, wealth planning, lending, private equity and wealth management. The company also provides services such as controlling and reporting, wrapping and custody.

AlTi Wealth Management (Switzerland) SA

Since 2015 · 11–20 empl.

AlTi Wealth Management (Switzerland) SA provides integrated investment and advisory services for families, individuals, fiduciaries, family offices and foundations. Its services include investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact investing, and outsourced Chief Investment Officer (OCIO) solutions.

Intelligent Invest SA

Since 2016 · 11–20 empl.

The core activity of Intelligent Invest SA is wealth management for private and institutional clients, including the analysis and selection of investment products, the creation of investment strategies and the management of diversified financial portfolios.

Veritable AG

Since 2016 · 1–10 empl.

Veritable AG publishes the cultural magazine Emozioni and manages its digital content, including the magazine, articles and the L'Agorà blog. The company also offers subscriptions, related services and contact and support options through the website.

BlueStar Investment Managers SA

Since 2016 · 11–20 empl.

The core activity of BlueStar Investment Managers SA is asset management, in particular the investment and management of assets for clients through the creation and management of investment strategies, portfolios and funds, with a focus on global credits, equities, bonds and other financial instruments.

Arkai Swiss Trustees SA

Since 2016 · 1–10 empl.

Arkai Swiss Trustees SA provides trustee and advisory services for asset and succession planning. The firm acts as trustee, co-trustee and protector and supports the structuring of trusts and intergenerational transfers.

ZBP Asset Management SA

Since 2016 · 11–20 empl.

The core activity of Zürcher Balmelli & Partners SA is asset management and the provision of family office services, including planning and strategy as well as maintaining relationships with banks.

LAGOM Family Advisors SA

Since 2017 · 1–10 empl.

The core activity of LAGOM Family Advisors SA is independent wealth management and advisory services for a select number of families and high net worth investors, including financial and administrative management of assets.

GJT Wealth Management SA

Since 2017 · 1–10 empl.

The core activity of GJT Wealth Management SA is to provide services in the field of wealth management, including: asset management and investment advice, tax consulting and planning for companies and individuals, support in the establishment and liquidation of Swiss companies, accounting and financial reporting, social insurance and employment contract management, immigration and residence procedures, and representation before Swiss authorities. The company also offers specialized services such as due diligence, mergers and acquisitions, as well as support in the creation of business plans and budgets.

Kudos Capital Management SA

Since 2017 · 11–20 empl.

The core activity of Kudos Capital Management SA is wealth management for private clients, particularly in the long-term management and preservation of wealth across generations.

Treefield Partners AG

Since 2018 · 1–10 empl.

Treefield Partners AG provides financial advice, wealth management and family office services focused on the Latin American markets. As a Swiss asset manager it states that it operates independently and transparently and is subject to the Financial Services Act (FIDLEG).

Sumus Capital SA

Since 2018 · 11–20 empl.

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.

Next Family Wealth SA

Since 2018 · 1–10 empl.

Next Family Wealth SA provides family office services that support clients in the governance, management and protection of family wealth.

Auriga Partners SA

Since 2019 · 11–20 empl.

The core activity of Auriga is the provision of asset management and investment advisory services, in particular for private and institutional clients in Switzerland.

Custodia Wealth Management SA

Since 2019 · 11–20 empl.

The core activity of Custodia Wealth Management SA is independent wealth management for private clients, families and institutional clients. The company offers tailored services in the areas of wealth management, investment advice and financial planning, with the goal of creating sustainable value for clients and achieving their financial goals.

Veco Invest SA

Since 1988 · 51–100 empl.

The core activity of VECO Group SA encompasses wealth management, financial consulting, investment strategies, consolidated financial reporting, trusts and asset protection, real estate management, art consulting and yachting. The company also provides services for private individuals and households, including support and optimization of taxation, relocation projects and real estate brokerage.

Lapis Asset Management AG

Since 2008 · 11–20 empl.·5.0(3)

The core activity of Lapis Asset Management Ltd is the development and calculation of rule-based equity and crypto-asset analytics, which serve as investment patterns for institutional and private clients. The company offers investment solutions in the form of funds and mandates and focuses on wealth management through investments in high-quality stocks and cryptocurrencies.

VCI Asset Management SA

Since 2004 · 11–20 empl.·5.0(4)

The core activity of VCI Asset Management SA is independent asset management and consulting for clients on the Swiss financial market. The company offers a proprietary platform for portfolio management, including the design of investment strategies, monitoring of investments and creation of analyses and reports. In addition, VCI Asset Management SA also provides consulting services to clients to achieve their financial goals.

Wullschleger Martinenghi Manzini Servizi Fiduciari SA

Since 1999 · 21–50 empl.·5.0(1)

Wullschleger Martinenghi Manzini Servizi Fiduciari SA provides fiduciary and advisory services, including tax and corporate consultancy, wealth management, trust services and real estate management. Offerings include accounting, payroll administration, estate and succession planning, and the establishment and administration of trusts.

LCP Livingston Capital Partners SA

Since 2013 · 1–10 empl.·5.0(3)

The core activity of Livingston Capital Partners is wealth management and family office services, specializing in individual and personalized care of private and family assets. This includes services such as asset management, investment consulting, strategic planning, and family office services, all aimed at preserving and increasing the wealth of its clients.