SWISS SEC-REGISTERED INVESTMENT ADVIsoR
Via F. Pelli 3, 6900 Lugano, Switzerland
T: +41 91 921 37 52 F: +41 91 921 38 09
Talstrasse 65, 8001 Zurich, Switzerland
T: +41 43 497 35 81 F: +41 43 497 35 83
Minimum amount of investment: USD 1,000,000 recommended
LFA is a Swiss independent wealth manager focused on the particular needs of US clients for international and jurisdictional investment diversification...with a focus on ESG investing.
CEO, Senior Relationship Manager
I started with UBS as a financial consultant and advisor. Thereafter, I continued my career as an investment portfolio advisor and in 2004 I became a specialist for US investors. With a master’s degree in international taxation and finance, I am able to serve the diverse needs of international clients. In 2010, I co-founded LFA. With a multi-lingual background in Italian, English, French and German, I am able to serve a diverse clientele and address a variety of financial needs; including tax management, real estate, asset management and financial consulting. I travel to the US regularly.