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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoAlTi Wealth Management (Switzerland) SA
AlTi Wealth Management (Switzerland) SA Logo
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AlTi Wealth Management (Switzerland) SA

Summary

About the company

AlTi Wealth Management (Switzerland) SA provides integrated investment and advisory services for families, individuals, fiduciaries, family offices and foundations. Its services include investment management, estate and wealth planning, trust and fiduciary administration, philanthropy and impact investing, and outsourced Chief Investment Officer (OCIO) solutions.

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Products & services

Industry:External Asset Management
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Investment Management
Investment management across traditional and alternative asset classes, with customised strategies, independent manager selection, and a focus on capital preservation and risk-adjusted returns.
Estate & Wealth Planning
Estate and wealth planning with in-house attorneys, accountants and specialists; comprehensive plans designed around family structures, succession goals, and philanthropic intent.
Trust & Fiduciary Administration
Fiduciary services in Delaware, including trust administration, estate planning, and tax coordination by attorneys, accountants and fiduciary tax managers.
Philanthropy & Impact Advisory
Advice on philanthropy and mission investing, including goal setting, charitable vehicles, and strategies aimed at measurable social and environmental outcomes.
Governance & Education Advisory
Support for families and institutions through family meetings, tailored learning sessions, and content on stewardship, family dynamics, financial literacy, investing, planning and philanthropy.
Tax Optimization
Tax optimization through review of the overall financial picture and coordination of reporting, filings and payments with trusted external accountants.

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Location

Via Nassa 29
6900 Lugano
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-425.862.089
Founded
2015 · 11 years
Last commercial register change
September 17, 2026
Employees
11 to 20

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