Funds & Investment Companies in
Lugano
57 companies in Funds & Investment Companies based in Lugano — name and year of registration from the commercial register.
50 of 57 companies
BANCA DEL SEMPIONE SA
Since 1960 · 51–100 empl.4.9(7)
BANCA DEL SEMPIONE SA is a private bank that provides private banking and wealth management services, including discretionary and advisory mandates, execution‑only trading, financing solutions and ancillary services. The bank is part of a group that includes related investment and asset‑management entities and offers e‑banking and a sustainability programme (Green Division).
Tognola Group Immobiliare SA
Since 2008 · 1–10 empl.4.8(10)
Tognola Group Immobiliare SA is a real estate company offering services from property design through construction to sales, with a primary focus on acquisition, development and construction of residential complexes. Its services include architecture, interior design, construction management and work as a general contractor.
Altiqa SA
Since 1987 · 21–50 empl.
Altiqa SA is a consultancy firm providing tax, legal, corporate and financial advisory services to companies and private clients, including corporate and HR consulting, tax advice, wealth and asset management, and real estate brokerage. The firm also carries out trustee and estate planning activities (FINMA‑authorised trustee activities) and offers relocation support.
VG Consulting SA
Since 1989 · 1–10 empl.
VG Consulting SA is a consulting company providing financial and wealth advisory services, including portfolio management, asset allocation and advisory services for private, professional and institutional clients. The firm uses quantitative econometric models, proprietary mathematical tools and AI-based algorithms for risk monitoring and portfolio optimization.
Compass Asset Management SA
Since 1998 · 21–50 empl.
The core activity of Compass Asset Management SA is asset management, particularly the management of investment funds and individual portfolios for clients. The company also offers advisory services and has its own risk management department. The core activities include: Asset Management, Investment Fund Management, Individual Portfolio Management, Advisory Services, and Risk Management. The company positions itself as an independent, reliable, and transparent partner for its clients, offering tailored solutions according to the individual needs and risk profiles of its clients.
GFD SA
Since 2009 · 1–10 empl.
GFD SA provides administrative and relationship‑management services for investment funds and financial institutions such as asset managers, family offices and banks. Services include back‑office trade processing (subscriptions, redemptions, switches), investment reconciliation, due diligence and commission reporting using an in‑house Commission Management System.
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.
TiVentures SA
Since 2011 · 1–10 empl.
The core activity of TiVenture SA is to invest in early development stages of companies with innovative technologies and high growth potential, particularly in the southern Switzerland region. The company invests as a seed investment fund in start-ups and early growth phases of companies to support their development and growth.
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.
Tetragono SA
Since 2016 · 1–10 empl.
The core activity of Tetragono SA is the provision of advisory services in the areas of investments and corporate finance. Specifically, this includes: development of investment strategies for institutional clients, advice on the selection and management of investments, development of products and services in the investment sector, such as funds, certificates and trusts, support in the execution of investments, including co-investments, and advice on operational issues, such as mergers and acquisitions, restructuring and financing. The company offers these services to both private and institutional clients, including banks, asset managers, family offices and small and medium-sized enterprises.
REA HOLDING SA
Since 2018 · 1–10 empl.
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.
ALgabi SA
Since 2022 · 1–10 empl.
J. LAMARCK ASSET MANAGEMENT SA
Since 2021 · 1–10 empl.
The core activity of J. Lamarck Asset Management is investment consulting and asset management in the healthcare sector, particularly in biotechnology and the pharmaceutical industry. The company offers strategic investment consulting, asset management, and fund management for private and institutional clients, with the goal of identifying and leveraging innovative investment opportunities in the healthcare sector to achieve both financial returns and a positive impact on global health.
FRAME ASSET MANAGEMENT SA
Since 2002 · 11–20 empl.5.0(3)
FRAME ASSET MANAGEMENT SA provides portfolio management and investment advisory services for private clients, professionals and institutional investors. The firm offers active management, product selection and reporting services and is authorized by FINMA and supervised by OSFIN.
Essentia Planning SA
Since 2014 · 1–10 empl.5.0(2)
Essentia Planning SA is an independent multi-family office that provides strategic and wealth advisory services to an international clientele. Its offerings include investment and wealth planning, tax advice, worldwide banking relationships, corporate services, real estate advisory and philanthropy support.
H100 Switzerland SA
Since 2025 · 1–10 empl.
H100 Switzerland SA operates in Bitcoin treasury and health-tech. It provides infrastructure and back-office support for health and longevity service providers and develops solutions aimed at increasing Bitcoin exposure per share.
REI Sav SA
Since 2025 · 1–10 empl.
REI Sav SA develops a residential project in Savosa near Lugano featuring condominiums. The project includes five residential buildings and the demolition of an existing bioanalytical laboratory on the site.
LFG Family Office SA
Since 2012 · 11–20 empl.5.0(1)
LFG Family Office SA provides wealth management and family office services focused on international diversification, currency management and tax- and risk-aware investment strategies for clients with US tax obligations. Services include discretionary and non-discretionary portfolio management, support with Swiss private banking relationships and administrative oversight of investments.
Nemesis Asset Management SA
Since 2019 · 1–10 empl.
REI Luganocas SA
Since 2025 · 1–10 empl.
REI Luganocas SA develops a residential project in Lugano-Cassarate with condominium units. The website presents the club deal as part of Swiss Finance & Property Group’s Real Estate Direct investment solutions.
UPTOVALUE ASSET MANAGEMENT SA
Since 2023 · 1–10 empl.
UPTOVALUE ASSET MANAGEMENT SA is an asset management company authorised and regulated by the Financial Market Supervisory Authority (FINMA) that provides wealth management services for private and institutional clients. Its services include wealth management, structuring of certificates, private insurance solutions, family‑office services and cooperation with external professional partners; the firm states it operates in accordance with Swiss and EU regulations and adheres to the Swiss Bankers Association code and FATCA procedures.
LFA - Lugano Financial Advisors SA
Since 2010 · 1–10 empl.5.0(1)
LFA - Lugano Financial Advisors SA provides wealth management and investment advisory services for clients with U.S. tax obligations. Services include discretionary and non-discretionary portfolio management across multiple asset classes and currencies, currency/forex management, tax and risk mitigation support, and access to Swiss private banking and related administrative services.
AZIMUT SWITZERLAND SA
Since 2012 · 11–20 empl.5.0(1)
AZIMUT SWITZERLAND SA is part of the Azimut Group and provides asset management and wealth management services, including fund management, discretionary portfolio management and investment advice. The firm is authorized by FINMA as a manager of collective assets (art. 24 FinIA).
Altiqa Partecipazioni SA
Since 2007 · 1–10 empl.3.7(3)
Altiqa Partecipazioni SA is a consulting group providing corporate, tax and wealth‑management services, including accounting, legal and HR support, investment advisory and real‑estate services. The firm’s offering also covers trust and succession planning and trustee activities noted on the website as FINMA‑authorised.
Legacy CAM SA
Since 2021 · 11–20 empl.5.0(1)
The core activity of Legacy CAM SA is independent wealth management and consulting for private clients, particularly families and high-net-worth individuals. The services include: Strategic analysis and consulting, Wealth management and optimization, Investment consulting and management, Family governance and succession planning, Philanthropy consulting and management, Investments in private markets and hedge funds. The company offers individual solutions to its clients to achieve their financial goals and preserve their wealth in the long term.
HELVETIA GROUP SA
Since 2017 · 1–10 empl.5.0(2)
DHARMAADVISORS SA
Since 2024 · 1–10 empl.
DHARMAADVISORS SA is a consultancy and investment firm providing international services in real estate acquisition, development, sale and management, as well as financial and commercial investments. The company arranges club-deals, conducts market analysis and offers tailored financial and real-estate advisory services for institutional and private investors.
EGONON SA
Since 2024 · 1–10 empl.
EGONON SA provides wealth management and investment services to private and institutional clients, offering managed portfolios, AMC certificates and pension solutions. The firm emphasises capital protection and sustainable growth in its investment approach and supports portfolio construction and risk management.
APUANO CAPITAL SA
Since 2012 · 1–10 empl.
Apuano Capital's core activity is the development and distribution of tailored investment products for institutional investors. This includes identifying investment strategies, selecting the best fund managers, defining the most efficient structure for the products (e.g. funds, structured products) and coordinating distribution channels.
Clear Investments SA
Since 2014 · 1–10 empl.
Clear Investments SA is a company focused on investments and related asset matters. The website publishes a team page and contact details, while further information about services or investment focus is limited.
Komorebi Invest Suisse SA
Since 2019 · 11–20 empl.
The core activity of Komorebi Invest Suisse is independent wealth management and consulting, particularly in the areas of investment consulting and asset management for institutional clients. The company offers services such as investment strategy, risk management and wealth management, and focuses on identifying disruptive trends and themes to make informed investment decisions.
LOGÀ SAGL
Since 2026 · 1–10 empl.
LOGÀ SAGL provides financial advisory services in Lugano. The company supports institutional clients, family offices and independent asset managers in the promotion and distribution of selected investment funds and financial products.
Albor Capital Partners SA
Since 2026 · 1–10 empl.
Bonumfinanz AG
Since 1973 · 1–10 empl.
Pentatre Investment SA
Since 1974 · 1–10 empl.
Helmut Rieger GmbH
Since 1975 · 1–10 empl.
Alipiù SA
Since 1991 · 1–10 empl.
Hestor SA
Since 1991 · 1–10 empl.
FRESIA SA
Since 2008 · 1–10 empl.
COMAFIN AG, Victoria, Mahé, succursale di Lugano
Since 2011 · 1–10 empl.
GENUENSIS SA
Since 2011 · 1–10 empl.
Ca.Invest SA
Since 2011 · 1–10 empl.
REDALPO IMMOBILIARE SA
Since 2014 · 1–10 empl.
Finalma Suisse SA
Since 2014 · 1–10 empl.
OpenFunds Investment Services AG, Lugano Branch
Since 2014 · 1–10 empl.
Old Churc Financial Investments SA
Since 2014 · 1–10 empl.
MCIH SA
Since 2018 · 1–10 empl.
LEONARDO INVESTMENT HOUSE LTD, Londra, Succursale di Lugano
Since 2022 · 1–10 empl.
Funds & Investment Companies in Lugano
Funds & Investment Companies in the region
Point size by number of companies per place.
Source: commercial register (Zefix) · as of October 11, 2026
Funds & Investment Companies in other places
By canton