Company lists · Data refreshed September 2026

Top 14 Investment management law firms based in Lugano, Switzerland

RevenueBase identified 28 investment management law firms headquartered in Lugano, Switzerland as of September 2026 and tracks 212 professional contacts across them, including 111 with verified work emails. Across Switzerland, Zurich is the largest hub for this category (137 companies); Lugano has 28.

This list covers investment management law 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 14, 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 14, 2026 86% judged on-target in blind review
28Companies
212Contacts tracked
111Verified emails
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The 14 largest investment management law firms based in Lugano, Switzerland

Ranked by team size
Top 14 of 28 investment management law firms based in Lugano, Switzerland, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment management law firms: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-5036 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 14, 2026
2Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-5035 contacts →

Partial evidence

“LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund management excellence in Switzerland.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-5021 contacts →

Partial 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 14, 2026
4Strong evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-5013 contacts →

Strong evidence

“We are investment specialists focused on private wealth management for private clients.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 20261-1011 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 14, 2026
6Indirect evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-5010 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 14, 2026
7Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-509 contacts →

Partial evidence

“Nemesis Asset Management AG, headquartered in Lugano, Switzerland, epitomizes elite asset management for an exclusive global clientele.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceLugano, SwitzerlandHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“House of Wealth is a Swiss private financial farm focusing its attention to customer’s needs.”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 20261-106 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 14, 2026
10Strong evidenceLugano, SwitzerlandHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“When it comes to investment and wealth management there is no “one suits all” approach.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“Excellence is our mission.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceLugano, SwitzerlandHQ checked Sep 14, 20261-102 contacts →

Partial 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 14, 2026
13Strong evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-501 contacts →

Strong evidence

“Our investment philosophy is engineered to provide good investment management to our customers.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceLugano, SwitzerlandHQ checked Sep 14, 202611-501 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 14, 2026

Showing 14 of 28 investment management law firms based in Lugano, Switzerland

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Investment management law firms based in Lugano, Switzerland at a glance

As of Sep 14, 2026
52.4%Verified-email coverage
7.6Average contacts per company
1-10Median size (employees)
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
13

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 28 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 investment management law 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 “investment management law 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 investment management law 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 investment management law 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, 111 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 14, 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.

Investment management law firms 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 investment management law 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 investment management law firms are there based in Lugano, Switzerland?

RevenueBase identified 28 investment management law 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?

Copernicus Wealth Management, headquartered in Lugano, tops this list with the largest team on record.

Which city in Switzerland has the most investment management law firms?

Zurich leads Switzerland with 137 headquartered companies, followed by Geneva (66) and Geneve (40). Lugano has 28.

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 111 verified decision-maker contacts tracked across these 28 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 14, 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.