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/
Company Details
- Employees
- 20
- Founded
- -
- Address
- Via Clemente Maraini 39, Lugano,ticino 6900,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- colombo.swiss
- Keywords
- wealth management, asset management, family office, wealth planning, tax and fiscal services, consulting, advisory, tailor-made services.
- HQ
- Lugano, Ticino
Colombo Wealth Sa Questions
Colombo Wealth Sa's website is colombo.swiss
Colombo Wealth Sa's LinkedIn profile is https://ch.linkedin.com/company/colombo-wealth-sa
Colombo Wealth Sa has
20 employees.
View email and phone details for 20
employees at Colombo Wealth Sa.
Colombo Wealth Sa's industry is
Financial Services
Colombo Wealth Sa's top competitors are
Copernicus Wealth Management,
Brightside Capital,
Cornèr Banca Sa,
Carthesio Sa,
Swan Asset Management Sa,
Pharus Asset Management,
Frame Asset Management,
Amgest Sa,
Bluestar Investment Managers Sa,
Crossinvest Sa.
Colombo Wealth Sa's categories are Financial Services
Colombo Wealth Sa's founding year is 1974
