Via F. Pelli 3, 6900 Lugano
Talstrasse 65, 8001 Zurich
Minimum amount of investment: USD 1,000,000 recommended
LFA is a global investment specialist and one of the leading independent asset managers in Switzerland. We deliver wealth management, investment advisory, and private banking services exclusively to clients with U.S. income tax obligations, providing expertise in international asset and foreign currency management and access to a network of bespoke Swiss products and service providers.
By offering access to international markets and currency management, we can help you take advantage of opportunities available in markets outside the US and expand the scope of your portfolio diversification. International diversification can help reduce the impact volatility in turbulent U.S. markets can have on your portfolio. We take a moderate, tax and risk-aware approach to managing money. This is accomplished by leveraging our own expertise with the services offered by a global network of investment partners.
LFA is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.
LFA is registered with the Securities and Exchange Commission in the US as an Investment Advisor.
I have more than 25 years of experience managing high-net-worth (HNW) client relationships. My clients benefit from my deep international wealth management experience and, in particular, my expertise with regard to the USA.
Prior to joining LFA, I was a Senior Relationship Manager at Pictet North America Advisors, covering the US market. Before that, I spent several years at UBS Swiss Financial Advisors, where I was responsible for clients with a US tax obligation. During my career at UBS, I gained knowledge in managing HNW clients within the Swiss and international markets as well as in the “Executives & Entrepreneurs” and “Women & Banking” segments.
I hold a Master of Advanced Studies in Finance from the University of Bern (CH) and a Master of Science in Wealth Management from the University of Rochester (USA). I also holds the Certified Wealth Management Advisor (CWMA) certificate, Swiss Financial Planner and Swiss Bank Specialist diplomas.
LFA is one of Citywire Switzerland's Top 50 Independent Asset Managers 2023
LFA is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022