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DirectoryFinance & InsuranceExternal Asset ManagementLuganoAlbula Advisors SA
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Albula Advisors SA

Summary

About the company

The core activity of Albula Advisors is the provision of financial services, particularly in the areas of wealth management, investment consulting, and cash management. The company offers tailored solutions for high-net-worth individuals, especially entrepreneurs, and supports them in managing their assets, investing their funds, and handling payment transactions and liquidity management.

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Products & services

Industry:External Asset Management
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3
Wealth management
Discretionary wealth management mandates, definition of the investment strategy, selection and execution of securities, periodic monitoring and reporting to the client.
Investment advisory
Advisory mandates with support for the investment strategy, investment proposals, portfolio monitoring and information on markets, currencies, precious metals and corporate actions.
Cash management
Opening of bank relationships in Switzerland and on other financial markets, management of corporate liquidity, treasury solutions and support for international payments.

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Location

Via F. Pelli 13a
6900 Lugano
Opening hours
Mon
09:00 - 12:00, 14:00 - 17:00
Tue
09:00 - 12:00, 14:00 - 17:00
Wed
09:00 - 12:00, 14:00 - 17:00
Thu
09:00 - 12:00, 14:00 - 17:00
Fri
09:00 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-381.297.414
Founded
2023 · 3 years
Last commercial register change
June 5, 2023
Employees
1 to 10

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