Company lists · Data refreshed September 2026

Top 25 Asset management companies for estates based in Lugano, Switzerland

Name: Asset management companies for estates based in Lugano, Switzerland
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 51 companies tracked

RevenueBase identified 51 asset management companies for estates headquartered in Lugano, Switzerland as of September 2026 and tracks 438 professional contacts across them, including 242 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (189 companies); Lugano has 51.

This list covers asset management companies for estates 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 30, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review

51Companies

438Contacts tracked

242Verified emails

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The 25 largest asset management companies for estates based in Lugano, Switzerland

Ranked by team size

Top 25 of 51 asset management companies for estates based in Lugano, Switzerland, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Ceresio Investors	Strong evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	51-200	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 30, 2026
2	Copernicus Wealth Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	36 contacts →
	Partial 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 30, 2026
3	LFG Zest	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	35 contacts →
	Partial evidence “LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund management excellence in Switzerland.” Source: RevenueBase Database · checked Sep 30, 2026
4	Crossinvest SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	51-200	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 30, 2026
5	Compass Asset Management SA	Strong evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	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 30, 2026
6	Svag Ticino	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	n/a	18 contacts →
	Indirect evidence “Wealth advice means developing individual, cross-industry concepts that always focus on people: you as a client.” Source: RevenueBase Database · checked Sep 30, 2026
7	Soave Private Investors SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “We are investment specialists focused on private wealth management for private clients.” Source: RevenueBase Database · checked Sep 30, 2026
8	Amgest SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	11 contacts →
	Partial 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 30, 2026
9	Swix Family Office SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	10 contacts →
	Partial 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 30, 2026
10	Zeus Capital SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	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 30, 2026
11	Nemesis Asset Management AG	Strong evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	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 30, 2026
12	Eleutheria Wealth SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect 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 30, 2026
13	Aequitum SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	8 contacts →
	Partial evidence “Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.” Source: RevenueBase Database · checked Sep 30, 2026
14	House Of Wealth SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.” Source: RevenueBase Database · checked Sep 30, 2026
15	LFA Swiss Wealth Management	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “LFA is a leading fee-based Swiss wealth manager for U.S.” Source: RevenueBase Database · checked Sep 30, 2026
16	Bluestar Investment Managers SA	Strong evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	7 contacts →
	Strong evidence “BlueStar is an asset management company headquartered in Lugano, Switzerland, specialising in managing investment funds and advising institutional clients on asset allocation…” Source: RevenueBase Database · checked Sep 30, 2026
17	FF Marcuard SA	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	6 contacts →
	Partial evidence “FF Marcuard SA was founded in 2010 by Fiorello Fiore, a Swiss banker with many years of experience in management, financial advising and building client relationships that span…” Source: RevenueBase Database · checked Sep 30, 2026
18	D&d SA Capital Management	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	5 contacts →
	Partial evidence “When it comes to investment and wealth management there is no “one suits all” approach.” Source: RevenueBase Database · checked Sep 30, 2026
19	Per4m	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	4 contacts →
	Indirect evidence “Excellence is our mission.” Source: RevenueBase Database · checked Sep 30, 2026
20	Fyducia SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	3 contacts →
	Indirect evidence “Fyducia è un family office indipendente, nato nel novembre 2016 su iniziativa di Veronica Craveri con la partnership di Sergio Attili e ha sede a Lugano.” Source: RevenueBase Database · checked Sep 30, 2026
21	Open Partners Asset Management SA	Strong evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	2 contacts →
	Strong evidence “Based in Lugano, Open Partners was founded in 2012 with the aim of creating a pole of excellence in independent asset management.” Source: RevenueBase Database · checked Sep 30, 2026
22	LCP Livingston Capital Partners SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	2 contacts →
	Indirect evidence “LCP Livingston Capital Partners SA is a company based out of SALITA DEI FRATI 3A, Lugano, Ticino, Switzerland.” Source: RevenueBase Database · checked Sep 30, 2026
23	Studio Fiduciario Pagani SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	11-50	1 contacts →
	Indirect evidence “Lo Studio Fiduciario Pagani è stato fondato nel 2001 da Matteo Pagani come continuazione naturale dell’attività fiduciaria iniziata dal padre Enrico Pagani negli anni ‘60.” Source: RevenueBase Database · checked Sep 30, 2026
24	Extrafid SA	Indirect evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	1 contacts →
	Indirect evidence “Missione L'obiettivo primario della Extrafid SA è di assicurare la massima crescita possibile del patrimonio gestito, in armonia con le esigenze di ogni singolo cliente e nel…” Source: RevenueBase Database · checked Sep 30, 2026
25	Fortworth AG	Partial evidence	Lugano, SwitzerlandHQ checked Sep 30, 2026	1-10	1 contacts →
	Partial evidence “STRATEGIC OVERSIGHT FOR COMPLEX WEALTH Founded in 2014, Fortworth AG is an independent Swiss wealth management advisory firm specializing in investment strategy and risk…” Source: RevenueBase Database · checked Sep 30, 2026

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 management companies for estates. 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 management companies for estates.
Partial evidence: Its own public description names part of asset management companies for estates, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management companies for estates. 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 51 asset management companies for estates based in Lugano, Switzerland

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Asset management companies for estates based in Lugano, Switzerland at a glance

As of Sep 30, 2026

55.3%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

Sep 30, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

10001+

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 51 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 management companies for estates, 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 management companies for estates”. 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 management companies for estates), 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 management companies for estates, 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, 242 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 30, 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 management companies for estates by metro in Switzerland

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 management companies for estates, 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 management companies for estates are there based in Lugano, Switzerland?

RevenueBase identified 51 asset management companies for estates 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?

Ceresio Investors, headquartered in Lugano, tops this list with the largest team on record.

Which city in Switzerland has the most asset management companies for estates?

Zurich leads Switzerland with 189 headquartered companies, followed by Geneva (179) and Lugano (51).

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 242 verified decision-maker contacts tracked across these 51 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 30, 2026.

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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.