Committed to preserve and grow our clients’ wealth

About us

With headquarters in Lugano and subsidiaries both in Zurich and Geneva as well as participation in a Wealth Management Company in Luxembourg.

Since 1974 Colombo Wealth SA provides clients with investment decision support by developing and implementing investment strategies and tailor-made products to the careful management of personal needs through attentive evaluation of investments in all asset classes and the risks they entail.

Our Heritage

Over forty years of experience guarantee our solid and reliable focus on what our clients need and desire. We build important relationships of trust on a professional and personal basis.

Open and transparent communication together with the ability to provide tailor-made services and deep and thorough knowledge of finance and economics is fundamental to establishing relationships that can grow over time. Colombo puts great emphasis on professionalism and privacy.

1974Origins

It all began in 1974 with the founding of Colombo Fiduciaria, a company active in accounting and tax services as well as corporate and business management.

1989Expansion

Colombo Gestioni Patrimoniali SA (now Colombo Wealth SA) was formed, opening a branch office in Zurich in 2013 and in Geneva the following year.

2014Heron

Heron Asset Management (regulated by FINMA), an independent portfolio and fund management boutique was founded.

2019Merger

Colombo Wealth Management SA and Heron Asset Management were merged to Colombo Wealth SA, fully licensed by the Swiss financial authorities FINMA.

Our Team

As of today, Colombo Wealth SA encompasses a staff of about 50 employees, guaranteeing a rapid and professional response to client needs.

Sibylle Peter President of the Board
Rita Colombo Board Member
Dario Colombo CEO
Alberto Tocchio CIO
Alessandro Parravano Risk Manager
Paola Bonfanti Compliance Officer
Pier Cesare Turci Portfolio Manager
Edoardo Barbieri Fund Manager
Amanda Fenwick Wealth Manager
Dominik Schimanko Wealth Manager
Antonella Ciaccia Back & Middle Office
Andrea Fava Accountant
Danilo Colombo Wealth Manager
Genoveva Ortiz Garcia Wealth Manager
Ester Campiglia Wealth Manager Assistant
Morena Leoni Roncoroni Wealth Manager Assistant
Cecilia Perrone Back Office Manager
Franca Notaro Wealth Manager Assistant
Tea Bernasconi Accounting & Administration
Stefania Mantia Back Office Manager
Mauro Galli Managing Director & Board Member
Fabrizia Pezzotta Back Office Manager
Davide Caratti Managing Director & Board Member
Marcella Butti PR Manager & General Administration
Anna Croci Partner (Family Office Division)
Rossana Gadoni Tax Advisor (Family Office Division)
Valentina Giambonini Tax Advisor (Family Office Division)
Helbawi Zeinab Accountant (Family Office Division)
Karin Heiz Assistant Manager (Family Office Division)
Paola Marchese Assistant Manager (Family Office Division)
Maruska Culmone Bizzozero Assistant Manager (Family Office Division)
Fabiano Colombo Junior Accountant (Family Office Division)
Marina Morlocan Corporate Assistant (Family Office Division)
Paola Zanotti Corporate Assistant (Family Office Division)
Mariangela Lopreti Assistant Tax Advisory (Family Office Division)
Luciana De Jesu Accountant (Medifides)
Rita Bernasconi Accountant (Medifides)
Giuseppina Di Chiara Accountant (Medifides)

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