Colombo Wealth SA

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Lugano, Switzerland

colombo.swiss
Financial Services· Tax assessor

Colombo Wealth SA Reviews | Rating 3.8 out of 5 stars (5 reviews)

Colombo Wealth SA is located in Lugano, Switzerland on Via Clemente Maraini 39. Colombo Wealth SA is rated 3.8 out of 5 in the category financial services in Switzerland. 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/

Address

Via Clemente Maraini 39

Phone

+41 919861100

Company size

51-200 employees

Headquarters

Lugano, Ticino

Founded

1974

Accessibility

Wheelchair-accessible entrance

Open hours

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