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Important Legal Information

Please carefully read these terms of use. By accessing the Colombo Wealth SA website (https://colombo.swiss/) you expressly declare that you have read, understood and accepted the present legal Information and the special legal notes that may be published at the said website and the material contained therein. If you do not accept the following legal information, please leave this website and its constituent pages (hereinafter referred to as "website").

Colombo Wealth SA

Colombo Wealth SA is an investment management company based in Lugano and regulated by the Swiss Financial Market Supervisory Authority, FINMA. Colombo Wealth SA performs its financial activities solely in Switzerland, where it holds all the requested authorizations.

LUXEMBOURG SELECTION FUND SICAV (LSF)

The website contains information on LUXEMBOURG SELECTION FUND SICAV, an umbrella fund, created under Luxembourg law, organised as a “société d’investissement à capital variable” (SICAV) registered under Part I of the Luxembourg law of 17 December 2010 on undertakings for collective investment, authorised and regulated by the Luxembourg supervisory authority (Commission de Surveillance du Secteur Financier – “CSSF”).

LUXEMBOURG SELECTION FUND SICAV - Limited access to investors in / from Luxembourg / Italy / Switzerland

LUXEMBOURG SELECTION FUND SICAV is registered for public sale in Luxembourg / Italy and Switzerland. Therefore, the information on the present website is reserved for investors in / from Luxembourg / Italy and Switzerland and refers to both qualified and non-qualified investors. The Fund’s prospectus and the KIIDs can be downloaded free of charge on this website. Investors have to consider only the information / documents which refer to the country of their domicile. Persons not qualifying as investors in / from Luxembourg / Italy and Switzerland are invited to exit the website. Persons who are subject to any restrictions such as US persons are not permitted access to information contained herein.

Please find here below the details of each sub-funds countries registration in force:

LSF sub-fund LUXEMBOURG SWITZERLAND ITALY
EEE Enhanced Equity Exposure ✓ ✓ ✓
GEB Global Euro Bond Fund ✓ ✓ ✓
Alternative UCITS Fund ✓ ✓ ✓

By accepting the present terms of use, you confirm to fall into the class of investors indicated above.

The Fund has been registered with Swiss Financial Market Supervisory Authority (FINMA) for distribution in and from Switzerland. Carnegie Fund Services S.A., 11, rue du Général-Dufour, CH-1204 Geneva has been appointed as representative and UBS Swizerland AG, Bahnhofstrasse 45, 8001 Zurich as paying agent of the Fund in Switzerland.

The Fund is distributed in Switzerland by Colombo Wealth SA and in the other countries only by licensed distributors.

No distribution, no offer, no solicitation, no advice

The information and opinions contained in the pages of the website and in the material contained therein are of purely informative nature and shall in no way constitute an invitation, offer, recommendation, advice or inducement to buy or to sell, to apply for or to subscribe to securities, financial instruments, financial or investment products or services, nor persuasion to effect transactions. Furthermore, they do not constitute advice on legal, fiscal, business or other matters in any way and are unsuitable as basis for decision-making.

No guarantee

Every care has been taking in preparing the content of the website; however, Colombo Wealth SA cannot guarantee that the content is always correct, accurate, complete, reliable or up to date. Colombo Wealth SA is not obliged to remove information that is no longer up to date from the website or to explicitly identify it as such. Colombo Wealth SA declines any responsibility and does not supply any guarantee involving the correct functionality of the website.

No liability

In no circumstance whatsoever - including negligence - may Colombo Wealth SA, its directors or any employee be held liable for loss or damage of whatsoever type, whether direct or consequential, deriving from the access and/or the use of the website or following the inability to access it or take advantage of the material set forth in it.

Links to other websites

By clicking on a link on the Colombo Wealth SA website, you may be redirected from this site to the websites of other suppliers (external links) and their content. Colombo Wealth SA places links to external websites alongside its own content on the Colombo Wealth SA website only out of user-friendliness and for information purposes. Colombo Wealth SA does not monitor the websites linked to the website. It therefore assumes no responsibility for their correctness, accuracy, completeness, truth, topicality or suitability for specific purposes. Colombo Wealth SA accepts no liability for any direct or indirect damage or adverse consequences arising from the use of content from external websites. Colombo Wealth SA has no influence whatsoever on the content of linked websites and, despite a careful selection process, accepts no liability for the content of external links, particularly for those that have been amended since the links were placed on our site.

In addition, Colombo Wealth SA can offer no guarantee that the use of such websites or their content will not result in copyright or trademark disputes or other infringements of the rights of third parties. Furthermore, Colombo Wealth SA cannot guarantee that such websites and their content are free of viruses or other malware. No guarantee can be given for the authenticity of the documents on the internet.

Information regarding investment risks

Investing in financial products involves risks, including in particular those associated to market fluctuations as well as the inherent risk of every product type. Investments may also be affected by changes to the rules and regulations governing exchange controls or taxation, including withholding tax, or by changes to economic and monetary policies. No guarantee can be given that the indicated objectives will be achieved and that investors will recover the amount of their initial investment. Past performance is not an indicator for future results or performance. Financial products are exposed to various risks, depending on its complexity, structure and investment policies. The possible investment in securities must be independently assessed on the basis of the Prospectus of the financial instrument and the suitability of the financial instrument with the specific characteristics of each investor.

Copyright

Unless otherwise provided, all the content of this website is covered by Copyright. All the rights pertain to Colombo Wealth SA. The material set forth herein is freely accessible for the sole purpose of consultation. Every reproduction of the material, even if only partially, in any form, written and/or electronic, is solely allowed upon prior explicit consent granted by Colombo Wealth SA.

Ownership of the website and the trademarks

All elements conceived for this website are covered by a tacit license and/or a right of use for an image, a trademark, a brand, an identification mark for the provision of service or a logo. Downloading and/or copying any material from this website does not confer any rights over the aforesaid material. Colombo Wealth SA reserves all rights deriving from the copyright and the ownership of the related marks and/or all the material published on this website.

Personal data information / cookies

Please refer to our Privacy Policy and Cookies Policy with regard to the treatment of personal data as well as the use of cookies.

Applicable law and place of jurisdiction

Any issue relating to the use of the website shall be subject to Swiss law, which shall exclusively govern the interpretation, application, and effect of all the conditions set out above. The courts of Lugano shall have exclusive jurisdiction over all claims or disputes arising out of or in connection with the website and its use.

La nostra Strategia

Grazie alla nostra esperienza professionale, siamo in grado di gestire tutte le principali asset class adattandoci dinamicamente ai diversi contesti di mercato.

In qualità di gestore patrimoniale indipendente svizzero autorizzato dalla FINMA, la Colombo Wealth SA offre a clienti privati e istituzionali servizi di gestione e consulenza, sviluppando e attuando strategie di investimento attente ai bisogni personali dei clienti attraverso un’accurata valutazione degli investimenti e dei rischi che essi comportano.

I nostri servizi comprendono:

Gestione patrimoniale individuale

Servizi di Investment advisory a investitori istituzionali e intermediari finanziari

Gestione di fondi d’investimento

Distribuzione a investitori qualificati

La nostra rete

Colombo Wealth SA intrattiene stretti rapporti di collaborazione con oltre 30 istituti bancari, in Svizzera e all’estero, opera su diverse piattaforme con diversi gruppi finanziari. Questo fa si che i nostri Clienti possano godere di servizi di custodia sicuri e a costi concorrenziali.

I nostri fondi d’investimento

Gestiamo e sviluppiamo fondi e prodotti finanziari (tra cui AMC Actively Managed Certificates) che siano il linea con le necessità dei nostri clienti.

Enhanced Equity Exposure (EEE)

Il fondo “Enhanced Equity Exposure Fund” (EEE) è un fondo di investimento azionario, di diritto lussemburghese e soggetto alla normativa europea che regola tale materia (UCITS). Colombo Wealth funge da Portfolio Manager.

Factsheet Prospectus

Global Bond Fund (GBF)

Il “Global Bond Fund” (GBF) è un fondo d’investimento obbligazionario, di diritto lussemburghese soggetto alla normativa europea che regola tale materia (UCITS). Colombo Wealth funge da Portfolio Manager.

Factsheet Prospectus

I nostri Actively Managed Certificates (AMCs)

Disruptive Technologies Index (AMC)

Disruptive Technologies è un certificato a gestione attiva (AMC) emesso da Vontobel. La strategia di Colombo Wealth garantisce una esposizione alle società e modelli di business innovativi (prevalentemente growth), trend secolari e aziende innovative dirompenti.

Factsheet

Global Equity Funds Leader Index (AMC)

Global Equity Funds Leader è un prodotto a gestione attiva (AMC) emesso da Vontobel. Il basket è composto da fondi azionari globali selezionati su base discrezionale.

Factsheet

HAM China 2.0 (AMC)

HAM China 2.0 è un prodotto certificato a gestione attiva (AMC) emesso da Natixis. Colombo Wealth, fungendo da Portfolio Manager, identifica opportunità di investimento nel mercato cinese.

Factsheet

ZKB Premier Dividend Strategy (AMC)

Premier Dividend Strategy è un certificato a gestione attiva (AMC) emesso da ZKB e gestito da Colombo Wealth. Questo prodotto d’investimento offre un portafoglio globalmente diversificato di azioni di alta qualità di aziende leader. Queste aziende sono selezionate per i loro solidi bilanci e l’impegno verso dividendi sostenibili, con l’obiettivo di garantire rendimenti stabili e crescita del capitale.

Factsheet

ZKB Sustainable Technology Basket (AMC)

Sustainable Technology Basket è un certificato a gestione attiva (AMC) emesso da ZKB. Colombo Wealth, fungendo da Asset Manager, seleziona società tecnologiche appartenenti all’S&P 500 applicando un filtro ESG.

Factsheet

Systematic US30Y (AMC)

L’AMC segue una strategia di trading sistematica sui titoli di Stato USA a lungo termine. Si tratta di un approccio quantitativo, opportunistico che, a seconda della situazione dei prezzi, assume posizioni lunghe o corte che promettono un vantaggio statistico. In media, vengono avviate circa 35 operazioni all’anno, con un periodo di detenzione medio di 2 giorni.

Factsheet

Systematic Gold (AMC)

L’AMC offre l’opportunità di partecipare ai risultati di una strategia di trading sistematica incentrata sui futures sull’oro e sugli Exchange-Traded Funds correlati all’oro.
Questa strategia impiega un approccio quantitativo che assume esclusivamente posizioni lunghe in base a specifiche configurazioni di prezzo.
In media, il sistema esegue circa 35 operazioni all’anno, con un periodo di detenzione che varia da 1 a 6 giorni.

Factsheet

Il nostro Team di investimento

Giovanni Miccoli

Chief Investment Officer and Fund Manager

Giovanni Miccoli ha conseguito una laurea in Giurisprudenza presso l’Università di Zurigo e una certificazione CFA in ESG Investing. Ha iniziato la sua carriera nel settore finanziario presso UBS e porta con sé una vasta esperienza nella gestione patrimoniale e nella consulenza in investimenti, maturata in oltre 30 anni trascorsi sia presso un grande gestore patrimoniale svizzero che presso banche internazionali come Goldman Sachs, Credit Suisse e HSBC. Giovanni Miccoli ha ricoperto incarichi dirigenziali anche a Varsavia, Madrid, Londra e Lussemburgo, dove è stato responsabile della gestione patrimoniale per clienti europei e istituzionali. Dal 2024 è Chief Investment Officer di Colombo Wealth SA.

Danilo Colombo

Wealth Manager and Deputy-Chief Investment Officer

Dopo il Bachelor in Economia all’USI di Lugano (Svizzera), nel 2018 Danilo Colombo si è trasferito nel Regno Unito per conseguire un Master in Wealth Management presso la Queen Mary University di Londra. Successivamente, si è trasferito in Lussemburgo dove ha contribuito alla creazione di una società di gestione patrimoniale regolamentata (EC21). Dal 2019, Danilo lavora come wealth manager presso la società di famiglia Colombo Wealth SA.

Danilo ha frequentato un corso online sul value investing presso la Columbia Business School (New York) e ha completato il CFA Level 1.

Pier Cesare Turci

Investment Team support & Software Manager

Pier Cesare Turci si è laureato in Economia presso l’Università Bocconi (1999) e ha conseguito il Certified Financial Technician CFTe (2007). Ha iniziato la sua carriera nel 2001 a Milano presso la Banca Popolare di Sondrio e ha continuato a Lugano presso Banca Gesfid (2001-07) e Fingroup SA (2007-17). Dal 2018 lavora come Portfolio Manager presso Heron AM, ora Colombo Wealth SA.

Simone Bianchi

Trader

Simone Bianchi ha conseguito il diploma di impiegato di Commercio qualificato nel 1999 e vanta 20 anni di esperienza presso Banche e Società Finanziarie sulla piazza di Lugano per quanto riguarda il Front Office. Nel 2018 entra alle dipendenze della Colombo Wealth SA come Back Office Manager.