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DirectoryFinance & InsuranceExternal Asset ManagementLuganoLegacy CAM SA
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Legacy CAM SA

Summary

About the company

The core activity of Legacy CAM SA is independent wealth management and consulting for private clients, particularly families and high-net-worth individuals. The services include: Strategic analysis and consulting, Wealth management and optimization, Investment consulting and management, Family governance and succession planning, Philanthropy consulting and management, Investments in private markets and hedge funds. The company offers individual solutions to its clients to achieve their financial goals and preserve their wealth in the long term.

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Products & services

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Private Equity & Venture Capital
✓ Offered5
Advisory and asset management
Wealth advisory and management of private assets, with an independent approach, focusing on protecting and enhancing wealth, with transparency and confidentiality.
Strategic analysis
Aggregation of assets across different institutions, including illiquid assets, analysis and optimization of strategic allocation, risks, opportunities and costs.
Investments
Tailored investment solutions for public and private markets, multi-asset portfolio management, analysis and management of hedge funds, programs in private markets and direct investments.
Family governance
Development of an effective family governance structure to maintain family harmony, manage and preserve shared assets, and implement family projects.
Philanthropy and impact investing
Analysis of current and future philanthropic projects, definition of vision, mission and strategy, and selection of investments with financial return and social impact.
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 Pretorio 9
6900 Lugano
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-388.612.327
Founded
2021 · 5 years
Last commercial register change
February 13, 2026
Employees
11 to 20

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