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 and is a member of the supervisory organization AOOS.
I started to work as a Senior Investment Advisor serving US clients in our Zurich and Lugano offices in 2014. Since 2018, I am serving clients as a relationship manager, and starting in 2020, I am serving as “Market Head”, defining the company strategy and objectives, while serving my clients. In 2021, I became a board member of SRIAA, the Swiss Registered Investment Advisor Association. Also since 2021, I am a member of the LFG Executive Board. I have a Master of Science (M.Sc.) in Finance from the University of Lausanne and am a Chartered Financial Analyst (CFA). I speak English, German, Italian, Spanish, and French. I travel to the US with an emphasis on the Miami area.
LFA is one of Citywire Switzerland's Top 50 Independent Asset Managers 2022