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DirectoryFinance & InsuranceExternal Asset ManagementLuganoCP & PARTNERS SA
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CP & PARTNERS SA

Summary

About the company

CP & PARTNERS SA provides independent financial advisory and asset/wealth management services. It assesses clients’ overall financial situation—considering objectives, risk profile and regulatory, tax, pension and succession aspects—and offers discretionary portfolio management focused on diversification and risk control; it is authorized by FINMA as an asset manager.

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Industry:External Asset Management
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✓ Offered2
Independent financial advice
Support for financial planning and investment management; analysis of the overall wealth situation considering financial objectives, family circumstances, risk, regulatory, tax, pension and succession aspects.
Wealth management
Discretionary and individualised management of the investment portfolio; definition of the investment profile, selection of financial instruments, diversification and risk monitoring.

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Location

Via F. Pelli 2
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-291.794.369
Founded
2016 · 10 years
Last commercial register change
February 23, 2024
Employees
1 to 10

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