# LUGANO FINANCIAL ADVISORS S.A.

LUGANO FINANCIAL ADVISORS S.A. of LUGANO - TICINO is an SEC-registered investment adviser.

## Registration

- CRD: 152864
- Type: SEC-registered investment adviser
- SEC file number: 801-71074
- Location: VIA F. PELLI 3, LUGANO - TICINO, 6900
- Phone: +41919212533
- Latest filing: 2026-04-28
- Regulatory AUM: $1.1B
- Discretionary AUM: $569.5M
- Non-discretionary AUM: $520.5M
- Clients: 11
- Accounts: 302

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: High net worth, Other

## Officers, owners & control persons (46)

_Showing 25 of 46 people._

| Name | Role | Location |
| --- | --- | --- |
| Tuomas Ahonen | JUNIOR RELATIONSHIP MANAGER; PORTFOLIO MANAGER | Lugano, V8 |
| Luca Didier Bosia | SENIOR INVESTMENT ADVISOR | — |
| Siro Dante Silvio Spellini | SHAREHOLDER | — |
| Francesco Bernasconi | SHAREHOLDER; SHAREHOLDER AND SENIOR RELATIONSHIP MANAGER | — |
| Paolo Panza | CEO; SENIOR RELATIONSHIP MANAGER | — |
| Monica Casillo | CHIEF COMPLIANCE OFFICER | — |
| Edoardo Michele Mango | CHIEF INVESTMENT OFFICER (CIO); SENIOR INVESTMENT ADVISOR | — |
| Adrian Kempf | SENIOR RELATIONSHIP MANAGER | — |
| Mathias Hasler | SENIOR RELATIONSHIP MANAGER | — |
| Florian Schefer | HEAD WESTERN SWITZERLAND | — |
| Patrick Borradori | RISK MANAGER | — |
| Riccardo De Marco | JUNIOR PORTFOLIO MANAGER | — |
| Massimo Borghesi | CHIEF INVESTMENT OFFICER (CIO) | Lugano, V8 |
| GUIGNARD MICHEL PHILIPPE | RELATIONSHIP MANAGER; SENIOR RELATIONSHIP MANAGER | — |
| MARTY RENE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / MEMBER OF THE BOARD | — |
| BONALUMI GIANPAOLO | OFFICER; OWNER; SHAREHOLDERS | — |
| BERNASCONI FRANCESCO | CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / SENIOR RELATIONSHIP MANAGER; CHIEF FINANCIAL OFFICER / SENIOR RELATIONSHIP MANAGER (+5 more) | — |
| LUISELLI CRISTINA | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AD INTERIM | — |
| BOSIA LUCA | CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; RELATIONSHIP MANAGER (+1 more) | — |
| SPELLINI SIRO | EXECUTIVE OFFICER; EXECUTIVE OFFICER / SENIOR RELATIONSHIP MANAGER; EXECUTIVE OFFICER / SENIOR RELATIONSHIP MANAGER / MEMBER OF THE BOARD (+3 more) | — |
| KLITSCH DIRK | CHIEF COMPLIANCE OFFICER | — |
| BORRADORI PATRICK | PORTFOLIO MANAGER; RISK MANAGER | — |
| WIHLER HANS | MANAGING DIRECTOR | — |
| VANOSSI MICHELE | SHAREHOLDER | — |
| BONALUMI GIAMPAOLO | CHIEF EXECUTIVE OFFICER; OFFICER; SHAREHOLDER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152864/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152864/similar
- Related entities: https://search.stillhousedata.com/firm/152864/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152864

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.