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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint742,806 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoExtrafid SA
Extrafid SA Logo
Verified· 3 sources

Extrafid SA

Summary

About the company

The core activity of Extrafid SA is wealth management, including investment strategies, risk management and family office services.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered6
Private wealth management
Private wealth management with analysis of invested assets, adjustment to the risk profile, portfolio restructurings and optimization of returns, taxation and risks.
Family office
Family office for monitoring asset relationships, consolidation of assets, control of contractual terms and optimization of costs and taxation.
Estate planning
Estate planning with specialist support, identification of solutions for wealth needs and use of trusts, insurance policies and fiduciary transfers.
Investment process
Investment process structured around an operating model and risk management, with definition of objectives, service levels and continuous portfolio monitoring.
Risk management
Risk management integrated into the investment process, with monitoring of portfolio limits, analysis of statistics and indicators, and stress tests on market scenarios.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Knowledge

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Location

Viale Stefano Franscini 30
6900 Lugano
Opening hours
Mon
08:00 - 12:30, 13:30 - 17:30
Tue
08:00 - 12:30, 13:30 - 17:30
Wed
08:00 - 12:30, 13:30 - 17:30
Thu
08:00 - 12:30, 13:30 - 17:30
Fri
08:00 - 12:30, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-106.524.259
Founded
1989 · 37 years
Last commercial register change
June 19, 2026
Employees
1 to 10

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