LUGANO FINANCIAL ADVISORS S.A.

LUGANO FINANCIAL ADVISORS S.A. of LUGANO - TICINO is an SEC-registered investment adviser (CRD 152864). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: High net worth, Other.

Officers, owners & control persons (46)

Showing 25 of 46 people.

NameRoleLocation
Tuomas AhonenJUNIOR RELATIONSHIP MANAGER; PORTFOLIO MANAGERLugano, V8
Luca Didier BosiaSENIOR INVESTMENT ADVISOR
Siro Dante Silvio SpelliniSHAREHOLDER
Francesco BernasconiSHAREHOLDER; SHAREHOLDER AND SENIOR RELATIONSHIP MANAGER
Paolo PanzaCEO; SENIOR RELATIONSHIP MANAGER
Monica CasilloCHIEF COMPLIANCE OFFICER
Edoardo Michele MangoCHIEF INVESTMENT OFFICER (CIO); SENIOR INVESTMENT ADVISOR
Adrian KempfSENIOR RELATIONSHIP MANAGER
Mathias HaslerSENIOR RELATIONSHIP MANAGER
Florian ScheferHEAD WESTERN SWITZERLAND
Patrick BorradoriRISK MANAGER
Riccardo De MarcoJUNIOR PORTFOLIO MANAGER
Massimo BorghesiCHIEF INVESTMENT OFFICER (CIO)Lugano, V8
GUIGNARD MICHEL PHILIPPERELATIONSHIP MANAGER; SENIOR RELATIONSHIP MANAGER
MARTY RENECHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / MEMBER OF THE BOARD
BONALUMI GIANPAOLOOFFICER; OWNER; SHAREHOLDERS
BERNASCONI FRANCESCOCHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / SENIOR RELATIONSHIP MANAGER; CHIEF FINANCIAL OFFICER / SENIOR RELATIONSHIP MANAGER (+5 more)
LUISELLI CRISTINACHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AD INTERIM
BOSIA LUCACHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER; RELATIONSHIP MANAGER (+1 more)
SPELLINI SIROEXECUTIVE OFFICER; EXECUTIVE OFFICER / SENIOR RELATIONSHIP MANAGER; EXECUTIVE OFFICER / SENIOR RELATIONSHIP MANAGER / MEMBER OF THE BOARD (+3 more)
KLITSCH DIRKCHIEF COMPLIANCE OFFICER
BORRADORI PATRICKPORTFOLIO MANAGER; RISK MANAGER
WIHLER HANSMANAGING DIRECTOR
VANOSSI MICHELESHAREHOLDER
BONALUMI GIAMPAOLOCHIEF EXECUTIVE OFFICER; OFFICER; SHAREHOLDER (+1 more)

Branch offices (2)

CityStateEmployeesPhone
ZURICH4+41434972283
SION1079 208 02 84

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