Financial advisor in
Lugano
94 companies in Financial advisor based in Lugano — name and year of registration from the commercial register.
50 of 94 companies
Henry Heyden SA
Since 1973 · 1–10 empl.
Henry Heyden SA provides private asset management. Its services include financial and commercial advice, family office services, and the review of asset management carried out by third parties. Its stated investment focus includes primary markets, securities and precious metals.
Newfin SA
Since 1983 · 1–10 empl.
Newfin SA is a consultancy offering family office services, investment monitoring and wealth planning. It also publishes analyses of current economic and financial topics.
VG Consulting SA
Since 1989 · 1–10 empl.
VG Consulting SA provides financial advice to private, professional and institutional clients. Its services include investment and portfolio advice, using quantitative models for asset allocation and risk management.
D'A Sagl
Since 1997 · 1–10 empl.
D'A Sagl provides independent retirement and wealth planning advice. It analyses state, occupational and private pension provision, develops financial scenarios and prepares action plans that can also take tax implications into account.
Rexfin Asset Management SA
Since 1999 · 1–10 empl.
Rexfin Asset Management SA provides independent wealth management and financial consultancy to private and institutional clients. It also advises on mergers and acquisitions, including due diligence, contract negotiations and business succession.
Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA
Since 1999 · 21–50 empl.
Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA provides wealth management and financial advisory services for private, professional and institutional clients. Its services include discretionary portfolio management, financial and portfolio risk analysis, and consolidation of assets held with different custodian banks.
Beat Mattenberger & Co
Since 2004 · 1–10 empl.
Beat Mattenberger & Co advises on real estate investments in southern Switzerland and gathers relevant information and facts to support them.
DOLFID FAMILY OFFICE SA
Since 2009 · 11–20 empl.
DOLFID FAMILY OFFICE SA is an independent family office offering asset management and investment advice for private and family assets. Its services include administrative and accounting support, monitoring banks and third-party asset managers, and managing humanitarian foundations.
JRR Solutions SA
Since 2011 · 11–20 empl.
JRR Solutions SA provides independent strategic and financial advice to entrepreneurs and investors. Its services include budgeting, cash-flow planning, funding and growth support for businesses, as well as venture-capital strategy, investment valuations, due diligence and transaction advice for investors.
Open Partners Asset Management SA
Since 2012 · 11–20 empl.
Open Partners Asset Management SA is an independent asset management firm authorised by FINMA and provides financial advice. Its services include asset management, wealth advisory and family office services such as financial, succession and tax planning.
MGK Advisors & Consulting SA
Since 2013 · 11–20 empl.
MGK Advisors & Consulting SA advises family offices, family businesses and SMEs on financial and capital market matters. Its services include financial assessments, valuations and transaction support, mergers and acquisitions, restructuring and debt advisory, and cross-border wealth and tax planning.
Atlantic Partners SA
Since 2013 · 1–10 empl.
Atlantic Partners SA provides independent financial advice to entrepreneurs, families and professional investors. Its services include support with business sales and other transactions, as well as wealth and portfolio structuring and long-term wealth preservation.
Swiss OAK Global Consulting Sagl
Since 2016 · 1–10 empl.
Swiss OAK Global Consulting Sagl is a financial advisory firm that assists private clients with managing and developing their assets. It assesses investment opportunities and risks and develops tailored investment strategies.
Studio GD & Associati Sagl
Since 2016 · 1–10 empl.
Tetragono SA
Since 2016 · 1–10 empl.
Tetragono SA is an independent investment and corporate finance advisory firm. It develops investment strategies and products, advises private and institutional investors on investment decisions and portfolio management, and provides corporate finance advice on mergers and acquisitions, capital markets, restructurings and financing.
ZBP Asset Management SA
Since 2016 · 11–20 empl.
ZBP Asset Management SA provides independent financial advice and asset management for private and institutional clients. Its services include investment advice, discretionary management mandates, portfolio supervision and family office services.
DEEP CONSULTING SAGL
Since 2016 · 11–20 empl.
DEEP CONSULTING SAGL is an independent financial consulting and analysis firm. It advises individuals, companies and professionals on matters including asset protection, estate planning, corporate treasury, portfolio analysis and bank accounts abroad.
NEW GLOBAL INTERNATIONAL Sagl
Since 2017 · 11–20 empl.
NEW GLOBAL INTERNATIONAL Sagl provides financial and management consulting, tax planning, and support with relocation and company formation in Switzerland for individuals and businesses. It also advises companies on entering new markets and developing their international business activities.
Treefield Partners AG
Since 2018 · 1–10 empl.
Treefield Partners AG provides financial advice, wealth management and family office services. Its advisory work focuses in part on Latin American markets and is aimed at high-net-worth clients.
Sumus Capital SA
Since 2018 · 11–20 empl.
Sumus Capital SA is an asset management company offering investment advice and fund management. Its services for private clients and families also include wealth planning, portfolio structuring, consolidated reporting and family governance.
Minear Sagl
Since 2019 · 1–10 empl.
Minear Sagl provides business consulting, assistance with company formation, and advice on managing private and corporate cash flows. Its services include financial and investment consulting, real estate services, IT solutions and data archiving, as well as safe-deposit boxes for storing valuables.
Metrika AG, succursale di Lugano
Since 2019 · 1–10 empl.
Metrika AG, succursale di Lugano provides tax and accounting services, corporate advisory and support with company formation and reorganisations. Its services also include compliance consulting, ICT and data protection, and advice for private clients.
ARIAEL SA
Since 2021 · 1–10 empl.
ARIAEL SA provides wealth management and advisory services to individuals, families and businesses. Its activities include financial and investment advice, asset and succession planning, strategic business consultancy, company valuations, and support with business and financial plans.
L'Officina della Previdenza Sagl
Since 2021 · 1–10 empl.5.0(5)
L'Officina della Previdenza Sagl provides advice on financial, asset and pension planning, including pension and insurance-coverage analyses. It arranges and manages insurance for individuals, including liability, household, property, legal protection, travel, pet and motor vehicle insurance.
YouTrust&Partners SA
Since 2022 · 1–10 empl.
YouTrust&Partners SA provides financial and wealth advisory services to individuals, families, companies and institutional clients. Its services include investment and financial planning, asset protection, corporate finance, and advice on digital assets and decentralised finance.
LFA - Lugano Financial Advisors SA
Since 2010 · 1–10 empl.5.0(1)
LFA - Lugano Financial Advisors SA is an independent Swiss wealth manager focused on U.S. investors. It provides discretionary and advisory portfolio management, international asset allocation and currency-aware investing, as well as support with cross-border financial and tax considerations.
Finpromotion Société de Promotion Financière SA
Since 1972 · 11–20 empl.3.0(1)
Finpromotion Société de Promotion Financière SA provides asset management and investment advisory services. Its activities also include financial consulting and planning, multi-family office services, and wealth planning.
DHARMAADVISORS SA
Since 2024 · 1–10 empl.
DHARMAADVISORS SA operates in international real estate and financial investment. Its activities include managing, buying, selling and developing property, as well as providing financial advice, market analysis and investment club organisation.
cm plus sa
Since 2019 · 11–20 empl.5.0(1)
cm plus sa provides wealth management, financial advice and family office services. It creates tailored investment portfolios, consolidates financial and non-bank assets, and supports clients with financial, tax and succession planning.
ATARAXIA MANAGEMENT SA
Since 2025 · 1–10 empl.
ATARAXIA MANAGEMENT SA advises families on wealth planning and management. Its services include financial and personal wealth planning, as well as legal, tax and corporate advice for entrepreneurial families during business and succession transitions.
Primus Gestione Patrimoniale SA
Since 1998 · 11–20 empl.
Primus Gestione Patrimoniale SA is an independent asset manager offering financial consultancy and investment management. It manages client portfolios according to individual objectives and risk profiles and also provides family-office support, including administrative assistance and relocation management.
Finwert AG
Since 2001 · 1–10 empl.
Finwert AG operates in the precious metals sector. It provides technical consultancy, particularly for dental technology, advises on investments in physical precious metals, and compares online price quotations.
PALLICH CONSULTING
Since 2005 · 1–10 empl.
PALLICH CONSULTING provides financial, commercial and business advisory services to companies and private clients. Its activities include mergers and acquisitions, wealth and financial planning, business strategy and succession, as well as fiduciary mandates and intermediation.
BRAVO ADVISORY SA
Since 2008 · 1–10 empl.
BRAVO ADVISORY SA provides financial, corporate and IT consultancy to institutional and private clients, with a particular focus on foreign exchange and collective investment products. Its services include investment and wealth advice, as well as research and analysis on macroeconomics and international wealth-management strategies.
HUTTON SA
Since 2009 · 1–10 empl.
HUTTON SA is a Swiss fiduciary company providing asset management and financial, tax and succession advice to private and institutional clients. Its services include investment advice, analysis of financial products, and solutions for wealth management and intergenerational succession.
M.E. Consulenze SA
Since 2011 · 1–10 empl.
M.E. Consulenze SA provides financial advice and wealth management. It develops investment strategies for private and institutional clients, taking their objectives and risk profiles into account.
KLAMAT Sagl
Since 2012 · 1–10 empl.
KLAMAT Sagl is a consultancy for investments, relocations and business activities. Its services include support with property purchases and management, administrative and tax matters related to relocation, and company transfers, company formation and new business development.
CP & PARTNERS SA
Since 2016 · 1–10 empl.
CP & PARTNERS SA provides financial advice and asset management. Its services include independent financial planning and discretionary, individually tailored management of investment portfolios, taking clients’ financial objectives and risk tolerance into account.
AUDERE Invest SA
Since 2017 · 1–10 empl.
AUDERE Invest SA is a financial advisory firm serving private, institutional and corporate clients with investment decisions and the structuring of family and corporate businesses. Its services include wealth management and investment strategy advice, corporate and financing consultancy, and advisory services for investment clubs; it also develops quantitative models for financial markets.
KROWNE CAPITAL SOLUTIONS SA
Since 2019 · 1–10 empl.
KROWNE CAPITAL SOLUTIONS SA is an independent financial adviser offering wealth management and financial planning services. Its activities include portfolio analysis and monitoring, structuring investment products, family-office services, company transfers and corporate restructuring support.
Vantrust Sagl
Since 2019 · 1–10 empl.
Vantrust Sagl provides fiduciary and trust services as well as corporate, tax and legal advice. Its services include company formation, financial analysis, bookkeeping, tax returns, and support with restructurings and liquidations for private clients, businesses and financial institutions.
Verbanus Sagl
Since 2019 · 1–10 empl.
Verbanus Sagl is a financial and investment advisory firm. It advises on financial investments and takes on mandates as an independent member of boards of directors.
Laumei Consulting Sagl
Since 2019 · 1–10 empl.
Laumei Consulting Sagl provides business consulting in strategy, marketing and organisational matters. Its services also include consolidated reporting on banking positions, risk and suitability analysis, insurance and pension consulting, real estate and commercial support, art advisory, and tailored solutions for athletes.
Desolution Sagl
Since 2021 · 1–10 empl.
Desolution Sagl provides business consulting and financial and strategic support to companies and private individuals. Its services include advice on financing, tax relief, debt restructuring and business transfers, as well as support with the internationalisation of companies.
TI WEALTH Sagl
Since 2023 · 1–10 empl.
TI WEALTH Sagl provides financial advice and advice on investment ideas and strategies.
Alternative Advisory Partners SA
Since 1999 · 1–10 empl.
SEVEN SOLUTIONS SAGL
Since 2010 · 1–10 empl.
AlpenTi Sagl
Since 2011 · 1–10 empl.
AlpenTi Sagl is a company website that provides only very limited information on the homepage. Publicly visible details include the company name, address and a contact prompt, but no clear description of products or services.
WMX Swiss SA
Since 2017 · 11–20 empl.
The core activity of WMX Swiss is wealth management and asset management for professional and institutional investors, including the creation of structured products, alternative investments, tokenizations and risk management solutions. The company also offers Banking-as-a-Service solutions for businesses and access to credit facilities.
Vesna Ronchetti
Since 1999 · 1–10 empl.
Financial advisor in Lugano
Financial advisor in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of November 15, 2026
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