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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCARTHESIO SA
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CARTHESIO SA

Summary

About the company

The core activity of Carthesio SA is the provision of financial services, particularly in the areas of: * Wealth Management for private and institutional investors * Asset Management for private and institutional investors * Financial Advisory * Management of investment funds and collective capital investments for private and institutional investors. The company operates as a financial advisory firm and asset manager, offering its services to both private and institutional investors.

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Industry:External Asset Management
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✓ Offered10
Discretionary wealth management
Discretionary mandates for private individuals, families, companies and public and private institutions, with diversified and balanced management profiles based on different risk/return parameters.
Financial advisory
Analysis of the investor’s objectives and planning of the desired asset allocation, with support in defining investment solutions.
Portfolio advisory
Building and support in managing model portfolios for institutional clients, with continuous monitoring of performance and key market data.
Traditional and alternative asset management
Management of traditional and alternative investment products and solutions, selected through advanced procedures and analysis and evaluation tools.
Management of mandates for corporate treasuries
Investment solutions for corporate treasuries, with attention to communication with the client and management of return and risk parameters.

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Location

Via F. Pelli 13a
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-104.826.519
Founded
1998 · 28 years
Last commercial register change
June 12, 2026
Employees
21 to 50

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