Colombo Wealth SA

Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services. The company is fully licensed by the Swiss regulator FINMA and has its headquarters in Lugano. In addition, Colombo Wealth has subsidiaries both in Zurich and Geneva as well as a participation in a Wealth Mangement Company in Luxembourg. Since 1974 Colombo Wealth SA provides clients with investment decision support by developing and implementing investment strategies and tailor-made solutions for the careful management of personal needs through an attentive evaluation of investments in all asset classes and the risks they entail. Wealth Management Thanks to our professional experiences, we are able to handle all major asset classes, adapting dynamically to different market contexts. Our service spectrum encompasses: - Discretionary individual portfolio management - Investment advisory to institutional investors and financial intermediaries - Asset management of collective investment schemes - Distribution to qualified investors Family Office Services A variety of tailor-made services to wealthy families has always been a specialty of our company since the beginning. Our services include: - Consolidated reporting - National and international tax advisory - Corporate advisory - Relocation Funds We are continuously developing and managing tailor-made funds and investment products such as Actively Managed Certificates along with our clients’ needs. Some of our products are: - Enhanced Equity Exposure (EEE) - Global Euro Bond Fund (GEB) - Alternative UCITS Strategies (AUS) More information about us is available on our website: http://colombo.swiss/

Branche

Finanzdienstleistungen

Größe

51–200 Beschäftigte

Hauptsitz

Lugano, Ticino

Art

Privatunternehmen

Gegründet

1974

Spezialgebiete

wealth management, asset management, family office, wealth planning, tax and fiscal services, consulting, advisory und tailor-made services