Lugano Financial Advisors SA
Legal Name: LUGANO FINANCIAL ADVISORS S.A.
Full Contact Details
Lugano Financial Advisors SA
VIA F. PELLI 3, LUGANO - TICINO,
+41.91.921.2533
+41.91.921.3809
Other Info
Lugano Financial Advisors SA is a registered corporation with 11 employees, 7 of which work in advisory roles. The number of clients they serve is unknown. Their legal name is LUGANO FINANCIAL ADVISORS S.A. and their SEC status is listed as approved, with a registration date of Feb 3, 2010.
LFA is one of the leading Swiss wealth managers for US investors who desire to diversify part of their wealth outside the country.
LFA - Swiss wealth management for US clients, SEC-registered
The award-winning Swiss platform AW SWITZERLAND lists SEC-registered LFA, Lugano and Zurich, happy to serve US clients.
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Direct Owners
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FRANCESCO BERNASCONI
MEMBER OF THE BOARD/ CHIEF EXECUTIVE OFFICER /SENIOR RELATIONSHIP MANAGER owns less than 5%
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LFG HOLDING SA
OWNER owns 75% or more
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LUCA BOSIA
SENIOR INVESTMENT ADVISOR owns less than 5%
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MASSIMO BORGHESI
CHIEF INVESTMENT OFFICER owns less than 5%
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MATTIA OSTINELLI
RISK MANAGER owns less than 5%
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MICHEL PHILIPPE GUIGNARD
SENIOR RELATIONSHIP MANAGER owns less than 5%
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MONICA CASILLO
CHIEF COMPLIANCE OFFICER owns less than 5%
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NICCOLO BADOGLIO
SENIOR PORTFOLIO MANAGER owns less than 5%
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PAOLO PANZA
SENIOR RELATIONSHIP MANAGER owns less than 5%
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SIRO SPELLINI
EXECUTIVE OFFICER / SENIOR RELATIONSHIP MANAGER / MEMBER OF THE BOARD owns less than 5%
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PIETRO VILLANI
PORTFOLIO MANAGER owns less than 5%
Indirect Owners
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FRANCESCO BERNASCONI
SHAREHOLDER owns more than 25% but less than 50%
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MICHELE VANOSSI
SHAREHOLDER owns more than 25% but less than 50%
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SIRO SPELLINI
SHAREHOLDER owns more than 25% but less than 50%