Our mission is to provide expert investment guidance to our clients in a highly personalized manner.
Member of the Swiss Association of Asset Managers
License and supervision by FINMA and AOOS
More than 24 years of success in wealth management
Financial and retirement planning
Customized financial solutions for individuals and companies
We are a renowned Multi Family Office specializing in discretionary mandates, supervisory solutions, and custodian bank selection, we ensure a tailored service to preserve and grow your wealth.
Some of Our Partners for Your Financial Security
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Years at your side
24
+
Partners
40
+
Collaborations with investment houses
125
+
We would be delighted to welcome you to our offices located in the picturesque historic buildings of Lugano and Bellinzona.
Riva Giocondo Albertolli 1 | CH-6900 Lugano
Piazza Governo 4 | CH-6500 Bellinzona
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