Colombo Wealth SA
Financial-Services
Company Tagline
Swiss Independent Company offering Wealth Management and Family Office services. Licensed by the Swiss regulator FINMA.
Industry Category
Business Keywords
Company Description
Colombo Wealth SA is a premier Swiss independent company offering comprehensive Wealth Management and Family Office services. Licensed and regulated by the Swiss regulator FINMA, Colombo Wealth SA is committed to providing clients with unparalleled financial guidance and support. With headquarters in Lugano, Ticino, and additional locations in Zurich and Geneva, Colombo Wealth SA extends its expertise to a diverse clientele, delivering exceptional service and tailored solutions. The primary address is Via Clemente Maraini 39, Lugano, Ticino 6900, CH.
Since its establishment in 1974, Colombo Wealth SA has been dedicated to supporting clients' investment decisions through the development and implementation of sophisticated investment strategies. Colombo Wealth SA excels in the careful management of personal needs, offering attentive evaluation of investments across all asset classes while diligently assessing the associated risks. The firm’s holistic approach ensures that each client receives personalized strategies that align with their unique financial objectives.
Colombo Wealth SA continues to develop and manage tailor-made funds and investment products, such as Actively Managed Certificates, designed to meet clients’ evolving needs. We invite the manager of Colombo Wealth SA to create a customized and exclusive company showcase and product listing on our platform, enhancing visibility and attracting new opportunities.
Colombo Wealth SA est une société suisse indépendante de premier plan offrant des services complets de gestion de fortune et de family office. Agréée et réglementée par l'autorité de surveillance financière suisse FINMA, Colombo Wealth SA s'engage à fournir à ses clients des conseils et un soutien financiers inégalés. Avec son siège social à Lugano, dans le Tessin, et des bureaux supplémentaires à Zurich et à Genève, Colombo Wealth SA étend son expertise à une clientèle diversifiée, en fournissant un service exceptionnel et des solutions sur mesure. L'adresse principale est Via Clemente Maraini 39, Lugano, Ticino 6900, CH.
Depuis sa création en 1974, Colombo Wealth SA s'est consacrée à soutenir les décisions d'investissement de ses clients grâce au développement et à la mise en œuvre de stratégies d'investissement sophistiquées. Colombo Wealth SA excelle dans la gestion prudente des besoins personnels, en offrant une évaluation attentive des investissements dans toutes les classes d'actifs tout en évaluant avec diligence les risques associés. L'approche holistique de l'entreprise garantit que chaque client reçoit des stratégies personnalisées qui correspondent à ses objectifs financiers uniques.
Colombo Wealth SA continue de développer et de gérer des fonds et des produits d'investissement sur mesure, tels que des certificats gérés activement, conçus pour répondre aux besoins évolutifs de ses clients. Nous invitons le directeur de Colombo Wealth SA à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, afin d'améliorer la visibilité et d'attirer de nouvelles opportunités.
Key Personnel / Employees
Compare Companies Side by Side
Compare Colombo Wealth SA with 3 companies in Financial-Services
| Comparison Field |
Colombo Wealth SAMain Company |
The Coury FirmView Profile |
Point Hope GroupView Profile |
Geneva FinTech & Sus...View Profile |
|---|---|---|---|---|
|
Founded Year
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— | 1984 | 2010 | 2016 |
|
Company Size
|
— | 11-50 | 11-50 | 2-10 |
|
City
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Lugano, Ticino | Pittsburgh, Pennsylvania | Geneva, Geneva | |
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Country
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Switzerland | United States | Switzerland | |
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Skills & Keywords
Comparing with main company
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15 Total Skills
Wealth Management
Family Office Services
Investment Advisory
Asset Management
Financial Planning
Tax Advisory
Portfolio Management
wealth management
tailor-made services
consulting
family office
tax & fiscal services
wealth planning
asset management
advisory
|
3 Total
3 Unique
Unique Skills:
business advisory
investment management
private wealth
|
23 Total
23 Unique
Unique Skills:
disciplined investments
distressed credit
diversification
forestry
hedge fund
leveraged buyouts
+17
|
21 Total
21 Unique
Unique Skills:
banking
Blockchain
business model canvas
compliance
Design
disruption
+15
|
4
Total Companies1984
Oldest Founded2
Countries62
Unique SkillsSimilar Companies
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Alternative Company Names
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