Funds & Investment Companies in
Lugano

52 companies in Funds & Investment Companies based in Lugano — name and year of registration from the commercial register.

Companies

50 of 52 companies

BANCA DEL SEMPIONE SA

Since 1960

Private BankingAsset Management MandatesAdvisory Mandate

View profile4.8(6)

Altiqa SA

Since 1987

Real estate brokerage

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VG Consulting SA

Since 1989

Advisory for Private, Professional and Institutional clientsAsset managementInvestment advisory

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Compass Asset Management SA

Since 1998

Wealth managementDiscretionary wealth managementAdvisory and execution

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FRAME ASSET MANAGEMENT SA

Since 2002

Wealth managementInvestment advisoryServices for institutional and professional clients

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Altiqa Partecipazioni SA

Since 2007

Trusts and wealth planningBusiness, accounting and HR consultingTax consulting

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Tognola Group Immobiliare SA

Since 2008

Real estate developmentArchitectureInterior design

View profile4.8(10)

Lapis Asset Management AG

Since 2008

Direct MandateAdvisoryFunds

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GFD SA

Since 2009

Administration SupportCommission ManagementDue Diligence

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LFA - Lugano Financial Advisors SA

Since 2010

Wealth ManagementInternational Wealth PlanningAlternative Investments

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Pegaso Capital Partners SA

Since 2010

Investment Fund ManagementFinancial Advisory for Institutional Investors

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Pagani REAL ESTATE SA

Since 2011

RE Portfolio ManagementRE Asset ManagementRE Creative Investments

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TiVentures SA

Since 2011

Seed investmentsStartup supportNetwork and co-investor access

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LFG Family Office SA

Since 2012

Wealth ManagementInternational Wealth PlanningAlternative Investments

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AZIMUT SWITZERLAND SA

Since 2012

Discretionary Asset Management (DPM)Investment adviceAzimut Funds

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APUANO CAPITAL SA

Since 2012

Custom investment product developmentPlacement of investment products

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Essentia Planning SA

Since 2014

Investment consultingInvestment PlanningWealth Planning

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Clear Investments SA

Since 2014

Investment management

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BlueStar Investment Managers SA

Since 2016

Asset Allocation advisoryBest-in-class selection of ETFs and third-party fundsFundamental analysis & Global Macro

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Tetragono SA

Since 2016

Development of investment strategiesInvestment advisoryDevelopment of investment products

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HELVETIA GROUP SA

Since 2017

No identifiable offerings

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Komorebi Invest Suisse SA

Since 2019

Portfolio ManagementInvestment AdvisoryInvestment Products

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Legacy CAM SA

Since 2021

Advisory and asset managementStrategic analysisInvestments

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J. LAMARCK ASSET MANAGEMENT SA

Since 2021

Discretionary wealth managementInvestment advisoryHealthcare thematic investment funds

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UPTOVALUE ASSET MANAGEMENT SA

Since 2023

Wealth managementCertificate structuringPrivate insurance

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EGONON SA

Since 2024

Wealth ManagementAMC CertificatesRetirement Planning

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DHARMAADVISORS SA

Since 2024

Club dealFinancial advisoryReal estate investments

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REA HOLDING SA

Since 2018

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Nemesis Asset Management SA

Since 2019

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ALgabi SA

Since 2022

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Bonumfinanz AG

Since 1973

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Pentatre Investment SA

Since 1974

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Helmut Rieger GmbH

Since 1975

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Alipiù SA

Since 1991

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Hestor SA

Since 1991

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FRESIA SA

Since 2008

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COMAFIN AG, Victoria, Mahé, succursale di Lugano

Since 2011

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GENUENSIS SA

Since 2011

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Ca.Invest SA

Since 2011

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REDALPO IMMOBILIARE SA

Since 2014

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Finalma Suisse SA

Since 2014

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OpenFunds Investment Services AG, Lugano Branch

Since 2014

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Old Churc Financial Investments SA

Since 2014

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MCIH SA

Since 2018

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LEONARDO INVESTMENT HOUSE LTD, Londra, Succursale di Lugano

Since 2022

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SHAPE EQUITY PARTNERS LLC, New Jersey, Lugano Branch

Since 2023

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FiveStar Investments SA

Since 2024

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Quantum Inv Sagl

Since 2024

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Investa Solutions SA, succursale di Lugano

Since 2025

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H-

HFC - Helvetia Financial Consulting Sagl

Since 2025

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Funds & Investment Companies in Lugano

52Funds & Investment CompaniesCommercial register (Zefix) · as of September 28, 2026

2014Median year of registrationCommercial register (Zefix) · as of September 28, 2026

84in the Canton of TicinoCommercial register (Zefix) · as of September 28, 2026

1,961in SwitzerlandCommercial register (Zefix) · as of September 28, 2026

Locations

Funds & Investment Companies in the region

Point size by number of companies per place.

Source: commercial register (Zefix) · as of September 28, 2026

Largest places

Paradiso8 Chiasso5 Mendrisio5

Place axis

Other industries in Lugano

All companies in Lugano

Holding Companies1,160 Management Consulting699 Property Management492 Real Estate Project Development481 IT Consulting & Services387 Fiduciary Offices337 Technical Consulting & Engineering233 Advertising Agencies227 Financial Services219 Restaurants213 Real Estate Brokerage211 Software Development207 NGOs & NPOs205 External Asset Management191 Trade Fair & Event Organizers181 Wholesale - General Specialty Trade145 General Contractors141 Cultural & Educational Organizations138 Architecture Firms132 Retail - Textiles & Clothing123 Other Service Industries109 Wholesale - Food & Luxury Items106 Licensing & Marketing of Intellectual Property103 Logistics & Transport Companies100 Wholesale - Machinery & Technical Equipment97 Research & Development85 Wholesale - Construction & Raw Materials85 Automotive & Vehicle Trade84 Administrative Services83 Market Research Institutes81 Hair Salons75 Pharmaceutical Industry74 Textile & Clothing Industry74 Continuing Education Institutes72 Wholesale - Textiles & Clothing72 Hotels72 Art & Antique Trade71 Facility Management & Cleaning70 Wellness & SPA Facilities69 Medical Technology Industry67 Construction & Project Management65 Recruitment & HR Consulting60 Beauty Salons59 Clubs, Bars & Event Venues59 Coaching & Personal Development58 Public Relations Consulting58 Wholesale - Health & Cosmetic Products58 Travel Agencies58

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Funds & Investment Companies inLugano

50 of 52 companies

Funds & Investment Companies in the region

Funds & Investment Companies in other places

Other industries in Lugano

Funds & Investment Companies in
Lugano