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DirectoryFinance & InsuranceExternal Asset ManagementLuganoPhosphor Asset Management SA
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Verified· 3 sources

Phosphor Asset Management SA

Summary

About the company

The core activity of Phosphor Asset Management SA is wealth management, financial advisory, order execution, family office and risk management for clients. The company also provides services such as asset management, financial advisory, order execution, family office and auditing.

AI-generated
Offering

Products & services

Industry:External Asset Management
✓ Offered
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4
Discretionary wealth management
Discretionary wealth management for individuals and legal entities; mandate with administrative power of attorney to the custodian bank, portfolio trade orders, and possibility of restrictions or deviations from the mandate.
Financial advisory
Financial advisory for professional and institutional clients; recommendations on financial instruments, risk diversification, investment profile, agreed strategy, and definition of the investable universe.
Family office
Multi family office service for affluent families; family governance, financial planning, tax optimisation, inheritance law, trusts and business or monitoring services.
Order execution
Transmission of orders on financial instruments to the custodian bank for execution; monitoring of the order and the applied costs, without advice or administration, for professional and institutional clients.
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

Hier entsteht die Karte
Via Pietro Peri 15
6900 Lugano
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.626.456
Founded
2010 · 16 years
Last commercial register change
March 13, 2026
Employees
11 to 20

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