Investment company in
Lugano

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.

REA HOLDING SA

Since 2018 · 1–10 empl.

ALgabi SA

Since 2022 · 1–10 empl.

J. LAMARCK ASSET MANAGEMENT SA

Since 2021 · 1–10 empl.

J. LAMARCK ASSET MANAGEMENT SA is an asset management company offering individual and collective asset management and investment advisory services to private and institutional clients. Its products include investment funds focused on biotechnology, pharmaceuticals and other healthcare investments.

FRAME ASSET MANAGEMENT SA

Since 2002 · 11–20 empl.·5.0(3)

FRAME ASSET MANAGEMENT SA provides independent asset management and investment advice to private clients, professionals, family offices and institutional investors. Its mandates are tailored to clients’ objectives, risk profiles and investment horizons; the company is authorised 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.

REI Sav SA

Since 2025 · 1–10 empl.

REI Sav SA develops a real estate project comprising condominium apartments. In Savosa, a bioanalytical laboratory on the site is planned for demolition, with five residential buildings, each containing one to three condominium apartments, planned in its place.

Nemesis Asset Management SA

Since 2019 · 1–10 empl.

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 Luganocas SA

Since 2025 · 1–10 empl.

REI Luganocas SA is developing a residential project comprising condominium units. The building permit application has been submitted and is under review.

UPTOVALUE ASSET MANAGEMENT SA

Since 2023 · 1–10 empl.

UPTOVALUE ASSET MANAGEMENT SA is an independent asset manager authorised by FINMA. It manages portfolios for private and institutional clients and provides investment advice, AMC management, certificate structuring and family office services.

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.

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.

Altiqa Partecipazioni SA

Since 2007 · 1–10 empl.·3.7(3)

Altiqa Partecipazioni SA is listed in Altiqa Group’s corporate structure. The group provides business and tax consultancy as well as other advisory services.

AZIMUT SWITZERLAND SA

Since 2012 · 11–20 empl.·5.0(1)

AZIMUT SWITZERLAND SA provides wealth management and investment advisory services to private clients. It manages individual portfolios and collective investments and offers funds focused on fixed-income strategies, alongside other investment solutions.

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.

Valoren SA

Since 2026 · 51–100 empl.

Valoren SA is part of the Valeur Group and provides services in asset management, wealth management, investment solutions, structuring of investment funds and vehicles, and real estate. Its activities focus on active management across multiple asset classes and tailored solutions for institutional and private clients.

HELVETIA GROUP SA

Since 2017 · 1–10 empl.·5.0(2)

EGONON SA

Since 2024 · 1–10 empl.

EGONON SA is an asset manager serving private clients and institutional investors. Its services include discretionary portfolio management, strategic asset allocation and risk management, as well as actively managed certificates and other structured investment products.

Legacy CAM SA

Since 2021 · 11–20 empl.·5.0(1)

Legacy CAM SA is an independent consulting and asset management firm. Its services include strategic asset analysis, investment advice and portfolio management, as well as support with family governance, philanthropy and impact investing.

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.

Albor Capital Partners SA is the real estate platform of an international family office, active in property investment, advisory and development. It supports projects from opportunity selection and structuring through development and asset management to marketing and disposal.

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.

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.