External Asset Management in the Canton of Ticino

SC Studio Consulenze SA

Since 1977

Private wealth managementAsset managementRisk analysis and risk management

CROSSINVEST SA

Since 1985

Advisory for Private, Professional and Institutional clientsAsset managementInvestment advisory

VG Consulting SA

Since 1989

Private wealth managementFamily officeEstate planning

Extrafid SA

Since 1989

Family officeWealth planningGenerational strategy

BCO Swiss Family Office SA

Since 1990

Wealth managementInvestment solutionsAdditional services

A - Round Investment SA

Since 1993

Individual asset managementFund asset managementIndividual fund advisory

Schmitz & Partner AG - Privates Depotmanagement

Since 1997

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Profinvest Professional and Financial Investments SA

Since 1997

External asset management

Portfolio ManagementDistribution of fund offerings to qualified investors in SwitzerlandInvestment Solutions

LEMANIK INVEST SA

Since 1997

Wealth managementFinancial adviceDiscretionary portfolio management mandate

Primus Gestione Patrimoniale SA

Since 1998

Wealth managementDiscretionary wealth managementAdvisory and execution

Compass Asset Management SA

Since 1998

Discretionary wealth managementFinancial advisoryPortfolio advisory

CARTHESIO SA

Since 1998

PLATINUM membershipBLUE membershipBLUE BASIC membership

Claude Dreifuss et Cie SA

Since 1998

Independent wealth managementInvestment advisoryPortfolio monitoring

Tumagest SA

Since 1999

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Rexfin Asset Management SA

Since 1999

Independent Wealth ManagementFinancial AdvisoryMergers & Acquisitions

Business and tax consultingTax consultingWealth and succession planning

Wullschleger Martinenghi Manzini Servizi Fiduciari SA

Since 1999

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Wullschleger Martinenghi Manzini Gestioni Patrimoniali SA

Since 1999

Discretionary wealth managementFinancial consultingPresentation of consolidated wealth situations

External Asset Management

Mangart Capital Advisors SA

Since 1999

Wealth management mandatesWealth advisoryFamily Office

Taurus Asset Management SA

Since 2000

Wealth managementInvestment advisoryDiscretionary wealth management

PER4M SA

Since 2000

Trust & Legal ServicesCompany & Administration ServicesWealth Management

BS&MC Tax & Legal SA

Since 2001

Wealth ManagementAsset ManagementInvestment Advisory

LAURO & GIAVATTO SA

Since 2002

CA Indosuez Finanziaria SA

Since 2002

Independent wealth advisoryPortfolio managementSecurities analysis

VCI Asset Management SA

Since 2004

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VIRIUM Investimenti SA

Since 2004

Wealth managementFamily officeRisk analysis

Portfolio ManagementCustomised Portfolio ManagementAnalytics & Reporting

i Partners SA

Since 2004

Property managementProperty management for private clients

Cofis gestione immobiliare SA

Since 2004

Asset ManagementRisk analysisMulti-Family Office

Stelinvest SA

Since 2004

International Consulting & Asset Management - ICAM Group SA

Since 2004

INCH FAMILY OFFICE SA

Since 2004

Wealth managementModel portfoliosInvestment funds

OpenCapital SA

Since 2004

Wealth managementInvestment adviceFamily office

Soave Private Investors SA

Since 2005

Advisory and portfolio managementSupervision and monitoring of banking and investment relationshipsTrust services and wealth planning

RAMELLA FAMILY OFFICE SA

Since 2005

Wealth managementFinancial advisoryFamily Office

Capitalsuite SA

Since 2005

Discretionary Asset ManagementAdvisory Asset ManagementInstitutional Asset Management

Amgest SA

Since 2006

Asset ManagementFamily OfficeWealth Management

ESSEDI ASSET MANAGEMENT SA

Since 2006

Wealth ManagementInvestment StrategyInvestment Products

NuVerse (Suisse) SA

Since 2007

Discretionary Portfolio ManagementUCITS FundsActively Managed Certificates

SWM SwissWealth Management SA

Since 2007

Wealth managementFull-portfolio advisoryAccess to specific advisory

SZ & Partners SA

Since 2007

Wealth ManagementAsset ManagementTailored Solutions

GLOBAL WEALTH ADVISORS SA

Since 2008

Multi-Family OfficeIndependent Financial AdviceWealth Advisory and Supervision

MVC & PARTNERS SA

Since 2008

Direct MandateAdvisoryFunds

Lapis Asset Management AG

Since 2008

Wealth ManagementFamily office

Eleutheria International SA

Since 2008

Wealth ManagementAdvisoryFamily Office

IFO International Family Office SA

Since 2008

Wealth ManagementManagement of FundsCounseling

Swan Asset Management SA

Since 2008

Wealth managementInvestment advisoryPortfolio monitoring / consolidated values

DOLFID FAMILY OFFICE SA

Since 2009

Strategic Wealth AdvisoryInvestment AdvisoryProfessional Reporting

ESSENTIA FAMILY OFFICE SA

Since 2009

Wealth & Asset ManagementReal EstateFamily Office Services

GKC Advisors SA

Since 2009