Contact
Book your first meeting
The first meeting is free, confidential and with no obligation: it’s there to see whether we can help. Pick the topic and how you’d like to talk to us.
What would you like to discuss?
TopicPick a day
Mon-Fri. Booked days are greyed out.
Leave us your details
Request sent
We’ll confirm by email within 24 hours. Your reference is below.
Demo request - no real appointment is booked.
FAQ
Frequently asked
What does an independent adviser mean?
It means we don’t belong to a bank and don’t sell products. Our only revenue is the fee you agree with us, so we have no interest in recommending one product over another.
Where are my assets held?
In your own account, at your custodian bank. We advise and, if you mandate us, manage the strategy - but the assets always stay in your name and under your control.
Is the first meeting really free?
Yes. The first introductory meeting is free and with no obligation, at our Lugano office or by video call. It’s there to honestly assess whether we can help.
How much wealth do I need to start?
We set no rigid minimum. We work both with people building their wealth and with those who already have substantial assets: what matters is having clear goals to reach.
Which languages do you work in?
Italian, German, French and English: you’ll always have someone in your language.