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DirectoryFinance & InsuranceFinancial ServicesLuganoFYDUCIA SA
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FYDUCIA SA

Summary

About the company

FYDUCIA SA is an independent family office that designs and implements tailored wealth and investment management solutions for private clients and families. It does not sell financial products and is not part of any banking or financial group.

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Products & services

Industry:Financial Services
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Wealth Management
Wealth management with individually constructed portfolios, independent selection of securities, consideration of objectives, time horizon and risk profile, as well as ongoing support.
Investment Advice
Investment-related advice in a personal consultation, clarifying the starting situation, objectives and the appropriate approach before an investment decision.
Private Asset Management
Private Asset Management for affluent private clients, with a personal relationship, discreet support, long-term guidance and a focus on the client’s mandate rather than standard products.
Portfolio Construction
Portfolio construction according to client specifications, selecting individual building blocks based on objectives, term and risk profile rather than predefined sample solutions.
Risk Management and Compliance
Risk management and compliance with KYC, AML, Suitability and Cross-border, complemented by ongoing compliance with regulatory requirements.

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Location

Corso Elvezia 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-407.824.754
Founded
2022 · 4 years
Last commercial register change
May 11, 2022
Employees
1 to 10

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