LFG Holding holds one of the largest portfolios of independent wealth management companies in Switzerland: the operative companies manage 3 billion Swiss Francs in aggregate, have over 700 clients and 60 employees, and serve 4 target markets (Switzerland, EU, USA and Mexico) from their offices in Lugano and Zurich. LFG Holding, through its companies, aims to be a seal of Swiss Excellence. The independence from banks affiliations grants the operative companies to offer real unbiased services to their clients.
LFA, in 2009, became one of the first Swiss independent Wealth Management firms to submit registration as an investment advisor to the Securities and Exchange Commission in the United States. Today, LFA remains a reference point in Switzerland (second largest in terms of AuM) for American clients, domiciled both in the US and globally, providing them an international investment diversification strategy.
ZEST is a Swiss asset manager authorized by the Swiss Financial Markets Supervisory Authority, FINMA, to provide investment management services to both Collective Investment Schemes (UCITS and Alternative Investment Funds) and Discretionary Portfolio Management Services to Individual Clients (Wealth management services). The company’s history dates back over 30 years: an history of tradition, talented fund managers, and long-lasting relationships cultivated with its clients and their families, across generations.
Essentia Family Office is an independent multi-family office that has been providing strategic wealth advisory services to international clients since 2009, supporting them in achieving their wealth, family continuity, and business dynamics. To date, the company supervises or manages approximately 500m Swiss francs through a team of 10 employees with diverse professional backgrounds and experience.