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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesLuganocm plus sa
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Verified· 3 sources

cm plus sa

Summary

About the company

The core activity of CM Plus SA is wealth management and financial consulting, particularly for Private Banking and Family Office. The company offers individualized solutions for wealth management and provides consulting services in this area.

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Products & services

Industry:Financial Services
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Wealth management
Custom investment portfolios, asset management mandate, definition of the investment strategy, tactical measures, risk monitoring and daily interaction with the custodian banks.
Family Office
Management of the affairs of affluent families, consolidation of bank and non-bank assets, financial, tax and estate planning, tailored solutions and confidentiality.
Financial advisory
Advice tailored to the client’s needs, goals and expected returns, support in building the portfolio and setting the investment strategy.
External collaborations
Network of service providers and local, national and international professionals to support clients even in the most complex situations.
Exclusive investments
Custom investment solutions and vehicles in traditional and non-traditional areas, developed with the company’s partners.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Via Serafino Balestra 33
6900 Lugano
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-275.658.354
Founded
2019 · 7 years
Last commercial register change
June 11, 2026
Employees
11 to 20

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