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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,629 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoCARTHESIO SA
CARTHESIO SA Logo
Verified· 2 sourcesTrust Score
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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Offering

Products & services

Industry:External Asset Management
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CARTHESIO SA

✓ 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.
Selection of alternative investments and club deals
Selection of real estate and industrial investments, with involvement of small groups of private investors in club deals and bespoke mandates.
Investment funds: establishment and management
Setting up and managing investment funds in Luxembourg, Malta and Ireland, including administration activities and the role of investment manager or advisor.
Advisory for the establishment and management of funds
Support in structuring funds and managing them, with experience in UCITS, SIF and private label or white label structures.
Corporate and institutional advisory
Business valuation, support for corporate finance transactions, management of corporate treasury and assistance with setting up in Switzerland.
ESG and integration of sustainability risks
Integration of sustainability risks into investment processes and advisory decisions, with ESG policies and exclusion criteria.
Trust & reputation

ranQ Trust Score of CARTHESIO SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

CARTHESIO SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
CARTHESIO SA scores 92.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
CARTHESIO SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
CARTHESIO SA scores 8.3 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.8.34%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

CARTHESIO SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
  • Full methodology

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