List of financial services firms in Lugano

BPS (SUISSE)bps-suisse.ch

Swiss bank providing daily banking, savings, investments, and mortgage services with multiple branches and online banking access.

PKB Private Bankpkb.ch

Offers tailored financial services to individuals, families, entrepreneurs, and corporate clients in private banking, wealth management, asset management, and corporate banking.

Ceresio Investorsceresioinvestors.com

Swiss banking group providing asset management, securities custody, investment banking, and tax services with a focus on co-investment and confidentiality

Banca del Sempionebancasempione.ch

Specialized in Private Banking since 1960, focusing on tailor-made services for private clients and businesses, emphasizing sustainability and talent development

Banca Zarattini & Co.bancazarattini.ch

Specializing in alternative investments, asset management, private banking, fixed income, and trade finance for a diverse range of clients

Credinvest Bankcredinvest.ch

Independent Swiss bank providing personalized financial solutions, multi-manager approach, advisory services, credit facilities, trading, and custody services for institutional clients and asset managers

Axion SWISS Bankaxionbank.ch

A customer-centric bank with an international culture and high intellectual profile, offering banking services through experienced managers and innovative projects

WMM Groupwmm-group.com

Providing integrated consulting services since 1972, specializing in tax, corporate advisory, asset management, wealth management, and real estate services through three companies

Crossinvest SAcrossinvest.ch

Established in 1985, a leading independent asset manager in Switzerland with growing assets under management, innovative spirit, and customer-focused services FINMA regulated since 2007

Brightside Capitalbrightside-capital.com

A Swiss investment office specializing in complex solutions, focused on leveraging the brightest minds and promoting innovation in corporate culture

Compass Asset Management SAcompass-am.com

A professional team with years of experience in international financial markets, providing independent wealth management services with a focus on client satisfaction and competitive performance

LFG+ZESTlfgzest.com

A leading wealth and fund management firm in Switzerland with expertise in advisory services, discretionary portfolio management, fund structuring, and multi-jurisdictional services

Carthesio SAcarthesio.com

A specialized financial advisory and asset management atelier in Switzerland, offering tailored solutions for private, institutional investors with Swiss financial expertise

VECO GROUPvecogroup.ch

A global multi-family company based in Switzerland, providing fiduciary services, asset management, real estate, M&A, and international trade solutions to entrepreneurs and companies

Frame Asset Managementframeam.ch

An independent company specialized in asset management, investment advisory, and financial services intermediation, focusing on advisory for fund allocations and innovative investment products

SAFE CAPITAL MANAGEMENT SAsafecapital.ch

Independent Swiss asset manager providing management and investment consulting services, offering personalized strategies and expert advice to institutional, corporate, and private clients

Azimut Switzerland SAazimut-group.com

An advisory firm authorized by FINMA in 2016, specializing in managing collective investment funds, individual portfolios, and providing investment consultancy to private and institutional clients

Ashenden Finance SAashendenfinance.ch

Specializing in investment advisory and execution services, the company offers research-driven investment ideas, fundamental analysis, and market momentum strategies across various asset classes worldwide

Nemesis Asset Management AGnemesisamgroup.org

Providing advanced solutions for international asset management and family office services, taking financial activities to the next level

Medigest SAmedigest-ch.net

Providing comprehensive financial advisory services, capital market support, art and alternative investment solutions, and functioning as a FinTech accelerator for technology projects

Amgest SAamgest.ch

Providing long-term portfolio management, wealth advisory services, and network pooling for high-net-worth individuals and institutions in Switzerland.

LFG Family Office SAlfgfo.ch

A family office based in Lugano, Switzerland, offering a wide range of services to families and individuals, with emphasis on financial management and support

Vector WMvectorwm.com

Independent multi-family office providing tailor-made wealth management services with a focus on long-term objectives, risk/reward approach, and financial planning for clients

Phosphor Asset Management SAphosphoram.ch

A financial asset management company headquartered in Lugano, Switzerland, specializing in investment strategies and financial solutions for clients worldwide

Legacy CAMlegacy-cam.ch

A private, independent Consulting and Asset Management firm focused on long-term client partnerships, protecting and enhancing assets for current and future generations

LFA ✩ Swiss Wealth Managementlfa.ch

Wealth management firm in Switzerland for US investors, offering tailored financial services focused on performance, risk management, and tax-efficient investments

BlueStar Investment Managers SAbluestar-im.ch

An asset management company specializing in investment fund management, advising institutional clients on asset allocation, thematic investments, and investment solutions

Pegaso Capital Partners SApegasocapital.com

Swiss asset management company specializing in managing investment funds and providing financial advisory for institutional investors under supervision by FINMA

i Partners SAi-partners.ch

Boutique asset manager in Lugano, Switzerland, offering international investment services with a personalized approach

Mantes Capital SAmantescapital.com

A financial proprietary trading firm specializing in trading a variety of financial products, including stocks, bonds, currencies, and commodities derivatives with internal capital

Open Partners Asset Management SAopenpartners.ch

An independent asset management company in Lugano, founded by experienced professionals, offering a range of services with discretion and professionalism

Agenda Investagendainvest.com

A European asset management firm specializing in anticipating market cycles to provide investment solutions for sustainable capital growth to a range of clients

Capital Finance & Bravo Company SAcfbc.ch

Swiss-based Investment Management Company offering solutions to Private and Institutional clients globally for asset management

LAURO & GIAVATTO SAlaurogiavatto.com

A consultancy firm with over a decade of experience in financial planning, offering wealth management advice to individuals and businesses on asset optimization