INDEPENDENT SWISS WEALTH MANAGER SERVING LATIN AMERICAN CLIENTS
LFG+ZEST
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.
LFG+ZEST is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.
WALTER BILAND - MANAGING DIRECTOR
I am heading our Zurich office and am responsible for developing the 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.
February 28, 2024
Top 50 Independent Asset Managers
To be recognized among Citywire Switzerland's TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.