All LFA Lugano Financial Advisors SA staff members speak excellent English, are avid US travelers and are experienced in working with US clients, we are not more than a phone call away

Executive Board

Rene Marty

Chief Executive Officer

+41 43 497 21 05
Call from the US: 01141 43 497 21 05
marty@lfa.ch | Skype

René Marty, born July 11, 1969, is CEO of LFA SA since June 2017. With over 25 years of experience in the Swiss banking sector, Mr. Marty was previously CEO of UBS Swiss Financial Advisers. Past professional positions include Head of Sales and Relationship Management for Credit Suisse Private Advisors AG and Portfolio Manager with the former Swiss Bank Corporation in Toronto, Canada. Mr. Marty has extensive experience in asset management, developing customized investment solutions and establishing successful long-term relationships with clients and business partners. Mr. Marty holds a Bachelor’s Degree in Business Administration, with a focus on finance and economics. He also received a certificate from Kellogg School of Management at Northwestern University for the Global Advanced Management Program. Mr. Marty travels to the US often and is fluent in English, German and speaks French as well.

Siro Spellini

Senior Relationship Manager

+41 91 921 45 75
Call from the US: 01141 91 921 45 75
spellini@lfa.ch | Skype

Siro Spellini, born June 11, 1966, has over 25 years of experience in the financial sector, starting his career with UBS Zurich. He has represented the interests of high-net-worth clients in North America (including the US), South America and Europe. Mr. Spellini has managed units of private banking in London, New York and Lugano. He holds a Bachelor in Business Administration and speaks Italian, German, Swiss German, French and English fluently. Mr. Spellini co-founded LFA and is President of the Board of LFG Holding SA. He provides his management skills to both LFA and LFG Investment Consulting SA.

Francesco Bernasconi

Senior Relationship Manager

+41 91 921 37 52
Call from the US: 01141 91 921 37 52
bernasconi@lfa.ch | Skype

Francesco Bernasconi, born April 10, 1973, entered the financial sector in 1994. He started with UBS as a financial consultant and advisor. Thereafter, Mr. Bernasconi continued his career as an investment portfolio advisor and in 2004 became a specialist for US investors. With a master’s degree in international taxation and finance, Mr. Bernasconi is able to serve the diverse needs of international clients. In 2010, he co-founded LFA. He is also engaged as a Board Member and Managing Partner of LFG Holding SA. With a multi-lingual background in Italian, English, French and German, Mr. Bernasconi is able to serve a diverse clientele and address a variety of financial needs; including tax management, real estate, asset management and financial consulting.

Michel Guignard

Senior Relationship Manager

+41 43 497 22 84
Call from the US: 01141 43 497 22 84
guignard@lfa.ch | Skype

Michel Guignard, born April 1st, 1961, joined LFG Holding SA in 2014. He is CEO and a Member of the Board of LFG Holding SA and serves LFA as a senior relationship manager. He started his career in wealth management in 1980 at Swiss Bank Corporation. After working in the USA and Germany, he held several senior management positions at some of the largest, global wealth management firms. In the last few years his focus has been on serving families with comprehensive and complex financial requirements, predominantly from the US and Latin America. He holds a bachelor in business administration, is a Certified International Investment Analyst CIIA, and a financial planner. Mr. Guignard also serves on the Board of the Swiss Registered Investment Advisor Association (SRIAA).

Luca Bosia

Senior Investment Advisor

+41 91 921 38 53
Call from the US: 01141 91 921 38 53
bosia@lfa.ch | Skype

Luca Bosia, born May 9, 1973, has over 12 years of experience in the financial sector and holds a master degree of science in banking and finance (MBF) from Lausanne University. From 1999 to 2004 he worked as an investment advisor in the UBS Wealth Management & Business Banking in Zurich, Geneva and Lugano. From 2004 to 2008 he was responsible for the promotion and development of the structuring and marketing department at Thalia SA, a fund-of-hedge-funds company owned by the Generali Group. In 2008, he was responsible for asset management at GVM Consulting and in 2009 he joined LFA as Chief Investment Officer and as of January 2016 as an investment advisor.

Niccoló Badoglio

Chief Investment Officer

+41 91 922 69 16
Call from the US: 01141 91 922 69 16
badoglio@lfa.ch | Skype

Niccolò Badoglio, born March 4, 1977, has 12 years of experience in the financial industry in both portfolio management and asset management. He has managed discretionary and advisory mandates for both private and institutional clients and has managed fixed income funds and funds-of-hedge-funds. Before Joining LFA in 2014 he worked as portfolio manager at Heron Asset Management, Colombo Gestioni Patrimoniali and Arner Bank.

At LFA Mr. Badoglio is Chief Investment Officer and in charge of the fixed income strategy of the company. He holds an honors degree in economics from the University of Bologna and certifications as Chartered Financial Analyst (CFA), Chartered Alternative Investments Analyst (CAIA) and Financial Risk Manager (FRM).

Paolo Panza

Senior Investment Advisor

+41 91 921 45 76
Call from the US: 01141 91 921 45 76
panza@lfa.ch | Skype

Paolo Panza, born January 10, 1988, joined the Group in 2014 after completing the M.Sc. Finance from the University of Lausanne, specializing in financial analysis. Paolo worked as a portfolio manager in the Zürich office, before moving to a Senior Investment Advisor position in Lugano. After completing his graduate studies, Mr. Panza enrolled and completed the three levels of the CFA Chartered Financial Analyst program, and he is now waiting for official recognition of the charter. A multi-asset class advisor, his areas of expertise include fundamental analysis and market anomalies. Paolo’s mother tongue is Italian; however, he speaks French, English and Spanish fluently and, to a lesser extent, German.

Cristina Luiselli

Internal Compliance Officer

+41 91 922 69 15
Call from the US: 01141 91 922 69 15
luiselli@lfa.ch | Skype

Cristina Luiselli, born September 8, 1969, has worked in the financial industry for more than 25 years, first for Swiss Bank Corporation, and after the merger, for UBS. From 2000 to 2008 she was responsible for the back-office of the North America team based in Lugano. In 2008, Cristina established LFA together with the founding partners, focusing on compliance and back-office organization.

Giada Brenna

Administration

+41 91 912 49 77
From the US: 01141 91 912 49 77
brenna@lfa.ch | Skype

As an SEC-registered investment advisor, LFA staff members are able to communicate with American clients freely without restrictions, and travel to the United States for a personal meeting. We can always be reached by phone. Although we are located outside the United States, working with us is just as easy as working with a domestic wealth manager.

While you can get established without leaving home, we highly recommend a visit to Switzerland to meet with us personally in Lugano or Zurich, to get the touch and feel of Switzerland as a home to your assets first-hand. Alternatively, the doors to our Miami office are open to you.