LFA Lugano Financial Advisors SA provides various, customized wealth management solutions

Delegating day-to-day asset management tasks to LFA Lugano Financial Advisors SA

After discussing and agreeing on an overall strategy, taking investment objectives, preferences and personal risk appetite into consideration, the day-to-day asset management tasks and investment decisions are delegated to LFA.

An experienced investment professional takes care of your portfolio enabling you to spend more time on other personal or business activities. Investment performance and risk is monitored closely and discussed with you on a regular basis.

A few key benefits:

  • All investment decisions are based on the investment strategy you select
  • Constant access to a highly professional portfolio management team committed to implementing your investment objectives
  • Active risk management and constant monitoring ensures that your portfolio is less subject to financial market fluctuations
  • Detailed reports keep you up to date on the development of your portfolio at all times

LFA’s ongoing relationships with US investors and banks keep us current and up-to-date on all US regulatory and legislative changes. LFA’s portfolio management is characterized by a diversification of currency, region and financial sectors.

We provide transparent, disciplined and precise investment strategies, integrating the US aspects of tax and reporting requirements and SEC regulations, with a professional, balanced and intelligent management style.

A LFA wealth management professional is assigned to you in order to develop and nurture an open and dedicated business relationship. Each staff member calls on the expertise of the entire team, ensuring an excellent solution at all times.

Receiving advice from LFA Lugano Financial Advisors SA but making your own investment decisions

LFA provides insight, personal advice and support, however the individual portfolio management decisions are yours to make. Investment performance and risk will nevertheless be monitored closely and discussed with you regularly.

You can make use of LFA’s personalized investment recommendations across all asset classes, yet continue to make your own investment choices and decisions.

A few key benefits:

  • Proactive investment advice
  • Regular investment suggestions, tailored to your individual goals
  • Analyses from our best-in-class research houses
  • Regular analyses of your portfolio and detailed reports on asset allocations and risks
  • As your goals and requirements may change, we are always there to carry out your wishes with suitable investments
  • You make the final decisions yourself

LFA’s ongoing relationships with US investors and banks keep us current and up-to-date on all US regulatory and legislative changes. LFA’s portfolio management is characterized by a diversification of currency, region and financial sectors.

We provide transparent, disciplined and precise investment strategies, integrating the US aspects of tax and reporting requirements and SEC regulations, with a professional, balanced and intelligent management style.

A LFA wealth management professional is assigned to you in order to develop and nurture an open and dedicated business relationship. Each staff member calls on the expertise of the entire team, ensuring an excellent solution at all times.

For special requirements and multi-jurisdictional situations

LFA helps create a suitable wealth strategy for clients with special requirements including individualized benchmarks, performance fee models etc. LFA can access the broadest range of instruments available in order to achieve specific risk-to-reward objectives.

An experienced investment professional takes care of your portfolio enabling you to spend more time on other personal or business activities. Investment performance and risk is monitored closely and discussed with you on a regular basis.

A few key benefits:

  • You can create your own strategy, always supported by our professionals
  • Customized benchmarks and asset allocation according to your specific profile
  • Customized performance and risk reporting
  • Choice between flat fee or performance fee

LFA’s ongoing relationships with US investors and banks keep us current and up-to-date on all US regulatory and legislative changes. LFA’s portfolio management is characterized by a diversification of currency, region and financial sectors.

We provide transparent, disciplined and precise investment strategies, integrating the US aspects of tax and reporting requirements and SEC regulations, with a professional, balanced and intelligent management style.

A LFA wealth management professional is assigned to you in order to develop and nurture an open and dedicated business relationship. Each staff member calls on the expertise of the entire team, ensuring an excellent solution at all times.

Contact LFA

We are looking forward to getting started.