Company lists · Data refreshed September 2026
Top 25 Asset and wealth management consulting firms based in Lugano, Switzerland
RevenueBase identified 83 asset and wealth management consulting firms headquartered in Lugano, Switzerland as of September 2026 and tracks 943 professional contacts across them, including 573 with verified work emails. Zurich is the largest hub.
This list covers asset and wealth management consulting firms headquartered in Lugano, Switzerland, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 21, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest asset and wealth management consulting firms based in Lugano, Switzerland
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 112 contacts → | ||||
Indirect evidence “Founded in 1958, PKB is an international family-owned Swiss banking group specialized in Private Banking.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 89 contacts → | ||||
Strong evidence “Ceresio Investors represents the Swiss banking group headed by Banca del Ceresio - specialised in large asset management, securities custody, corporate & investment banking and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 75 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 54 contacts → | ||||
Strong evidence “For over twenty years, we have been serving a demanding and sophisticated clientele, offering customized solutions tailored to complex asset management needs.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 52 contacts → | ||||
Indirect evidence “Credinvest Bank is an independent Swiss bank based in Lugano and Zürich.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 43 contacts → | ||||
Indirect evidence “Servizi di consulenza integrata, dal 1972.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 36 contacts → | ||||
Strong evidence “Tailored Financial Solutions for Your Needs: Copernicus Wealth Management, a flagship subsidiary of Copernicus Holding SA, is dedicated to helping you navigate the complexities of…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 35 contacts → | ||||
Strong evidence “LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund management excellence in Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 33 contacts → | ||||
Indirect evidence “Being good in business is the most fascinating kind of art.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 29 contacts → | ||||
Partial evidence “Founded in 1985, Crossinvest SA has established itself as one of the leading independent asset managers in Switzerland.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 21 contacts → | ||||
Strong evidence “Compass Asset Management was founded in 1998 by a team of professionals with many years of experience in the international financial markets.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 20 contacts → | ||||
Strong evidence “Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 18 contacts → | ||||
Partial evidence “Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 15 contacts → | ||||
Indirect evidence “Carthesio SA was established as a company under Swiss Law in 2001.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 13 contacts → | ||||
Strong evidence “We are investment specialists focused on private wealth management for private clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 13 contacts → | ||||
Indirect evidence “Altiqa Group is a global consultancy firm born from the merger of Guardian, North Atlantic, GFO Global Family Office and Bastion Guardian.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Strong evidence “Founded almost 20 years ago, in 2006, Amgest is an independent wealth management boutique based in Lugano (Switzerland) providing long-term portfolio management solutions, network…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Indirect evidence “Founded in 2019, Auriga Partners SA is a Swiss, independent, regulated and partner-owned financial boutique based in Lugano which provides: I.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 10 contacts → | ||||
Strong evidence “Swix is a trusted and independent family office, providing tailored wealth management and advisory solutions to a diverse range of clients.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 10 contacts → | ||||
Indirect evidence “ZEUS CAPITAL SA È SPECIALIZZATA NELLA GESTIONE PATRIMONIALE, NELLA CONSULENZA E PIANIFICAZIONE FINANZIARIA PER LA CLIENTELA PRIVATA Affidabilità, competenza, professionalità e…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 contacts → | ||||
Strong evidence “Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Partial evidence “Eleutheria Wealth ha lo scopo di aiutare i clienti a realizzare i propri obiettivi finanziari, non soltanto come gestore patrimoniale, ma anche tramite servizi di Family Office e…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Strong evidence “Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Partial evidence “House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 8 contacts → | ||||
Strong evidence “Liaisons through time Legacy CAM è una società di Consulenza e Asset Management privata e completamente indipendente, autorizzata dalla FINMA e supervisionata dall'AOOS.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset and wealth management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset and wealth management consulting firms.
- Partial evidence
- Its own public description names part of asset and wealth management consulting firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset and wealth management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 83 asset and wealth management consulting firms based in Lugano, Switzerland
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 573 reachable decision-makers.
Free signup · no credit card
Asset and wealth management consulting firms based in Lugano, Switzerland at a glance
As of Sep 21, 2026Companies by employee count
Email recency for this list is measured across the whole Switzerland list rather than for Lugano, so it is reported there. Company counts and contact totals on this page are exact for Lugano, over 83 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset and wealth management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Lugano, Switzerland whose own description of what they do matches “asset and wealth management consulting firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset and wealth management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among asset and wealth management consulting firms, and records with no verified work email. Companies headquartered outside Lugano are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 573 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Asset and wealth management consulting firms by metro in Switzerland
- Asset and wealth management consulting firms in Zurich292
- Asset and wealth management consulting firms in Geneva180
- Asset and wealth management consulting firms in Geneve110
- Asset and wealth management consulting firms in Lugano83
- Asset and wealth management consulting firms in Zug66
- Asset and wealth management consulting firms in Basel26
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset and wealth management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many asset and wealth management consulting firms are there based in Lugano, Switzerland?
RevenueBase identified 83 asset and wealth management consulting firms headquartered in Lugano, Switzerland as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
PKB Private Bank, headquartered in Lugano, tops this list with the largest team on record.
Which city has the most asset and wealth management consulting firms?
Zurich leads with 292 headquartered companies, followed by Geneva (180) and Geneve (110).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 573 verified decision-maker contacts tracked across these 83 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.
Ready to reach these companies? Verified emails and direct dials for all 83 asset and wealth management consulting firms based in Lugano, Switzerland. Start with a free account, no credit card.
Download this list →Related lists
Asset and wealth management consulting firms by geography
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia
- Asset and wealth management consulting firms based in Sydney, Australia
- Asset and wealth management consulting firms based in Belo Horizonte, Brazil
- Asset and wealth management consulting firms based in Curitiba, Brazil
- Asset and wealth management consulting firms based in Porto Alegre, Brazil
- Asset and wealth management consulting firms based in Rio De Janeiro, Brazil
- Asset and wealth management consulting firms based in Sao Paulo, Brazil
About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset and wealth management consulting firms based in Adelaide, Australia
- Asset and wealth management consulting firms based in Brisbane City, Australia
- Asset and wealth management consulting firms based in Brisbane, Australia
- Asset and wealth management consulting firms based in Melbourne, Australia
- Asset and wealth management consulting firms based in North Sydney, Australia
- Asset and wealth management consulting firms based in Perth, Australia