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DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoUPTOVALUE ASSET MANAGEMENT SA
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UPTOVALUE ASSET MANAGEMENT SA

Summary

About the company

UPTOVALUE ASSET MANAGEMENT SA is an asset management company authorised and regulated by the Financial Market Supervisory Authority (FINMA) that provides wealth management services for private and institutional clients. Its services include wealth management, structuring of certificates, private insurance solutions, family‑office services and cooperation with external professional partners; the firm states it operates in accordance with Swiss and EU regulations and adheres to the Swiss Bankers Association code and FATCA procedures.

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Products & services

Industry:Funds & Investment Companies
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Wealth management
Wealth management for private and institutional investors, with a personalized approach, product selection, risk control and ongoing portfolio monitoring.
Certificate structuring
Certificate structuring tailored to institutional and qualified clients, with solution selection, customized parameters and collaboration with international issuers.
Private insurance
Private insurance as a wealth and estate planning solution, integrated with private banking and wealth management, through life insurance and international insurance groups.
Family office services and complementary advisory
Family office services and complementary advisory through external partnerships, including tax, administrative and legal support, fintech, relocation and other personal or professional needs.
Advisory on AMC and funds
Advisory for Luxembourg funds and AMC management with alternative strategies uncorrelated to traditional markets, for institutional and private investors.
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Location

Via Greina 2
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-250.539.294
Founded
2023 · 3 years
Last commercial register change
November 24, 2025
Employees
1 to 10

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