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DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoEGONON SA
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EGONON SA

Summary

About the company

EGONON SA provides wealth management and investment services to private and institutional clients, offering managed portfolios, AMC certificates and pension solutions. The firm emphasises capital protection and sustainable growth in its investment approach and supports portfolio construction and risk management.

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Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered5
Wealth Management
Independent and transparent wealth management, building customised portfolios, analysing the risk profile, defining the expected return and monitoring the investment.
AMC Certificates
Actively managed investment certificates (AMC), access to the strategy with a moderate risk profile, instruments in CHF, EUR and USD issued by partner banks.
Retirement Planning
Retirement solutions for vested benefits, Pillar 3a and occupational pension 1e, with an investment strategy, tax advantages and optimisation of retirement savings.
Institutional Clientele
Services for institutional investors: strategic asset allocation, advanced risk models, advisory on risk management, dynamic rebalancing and custom structured products.
Tailor-Made Investment Advisory
Personalised advisory to analyse your wealth, financial and professional situation, define a coherent strategy based on objectives, time horizon and risk profile.
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Location

Via della Posta 7
6900 Lugano
Opening hours
Mon
08:30 - 17:00
Tue
08:30 - 17:00
Wed
08:30 - 17:00
Thu
08:30 - 17:00
Fri
08:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Branch
UID
CHE-240.195.744
Founded
2024 · 2 years
Last commercial register change
February 13, 2024
Employees
1 to 10

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