Talstrasse 65, 8001 Zurich
+41 43 497 31 39
Via F. Pelli 3, 6900 Lugano
+41 91 912 49 61
Via Greina 3, 6900 Lugano
+41 91 910 30 10
FRESH PERSPECTIVE – INDEPENDENT APPROACH
LFG +ZEST specializes in Swiss asset management for international clients from around the world.
As an independent wealth manager, we are focused solely on our client’s preferences and requirements, providing a wide range of global investment strategies.
Complementing a domestic investment portfolio, LFG+ZEST will add a fresh Swiss perspective to your overall wealth strategy.
Registered with the Canadian Securities Administrator: International Dealer Exemption, International Adviser Exemption for Ontario, Saskatchewan, Quebéc
LFG+ZEST is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.
I am heading our Zurich office and am responsible for developing the Canadian and Latin American market for LFG+ZEST. I am also engaged as a Board Member and Managing Partner of LFG Holding SA. I have more than 20 years of experience in private banking. Before joining the LFG Group, I have worked for UBS and Credit Suisse in Switzerland and in the United States. I am fluent in Spanish, Italien, French, English, and German and have profound knowledge and experience in wealth management.