Nurturing our clients’ plans and ideas for their portfolio

Our Approach

Thanks to our professional experiences, we are able to handle all major asset classes adapting dynamically to different market contexts.

As a FINMA-licensed Swiss independent wealth manager, Colombo Wealth SA provides private and institutional clients with investment management and advisory by developing and implementing investment strategies tailored to the careful management of personal needs through attentive evaluation of investments in all asset classes and the risks they entail.

Our service spectrum encompasses:

Discretionary individual portfolio management

Investment advisory to institutional investors and financial intermediaries

Asset management of collective investment schemes

Distribution to qualified investors

Our Relationships

Colombo Wealth SA enjoys a close working relationship with over 30 bank institutions, in Switzerland and abroad, operating on various platforms with different financial groups. These arrangements provide clients secure custody solutions at less cost.

Our Funds

We are continuously developing and managing tailormade funds and investment products such as Actively Managed certificates along with our clients’ needs.

Enhanced Equity Exposure (EEE)

Equity mutual fund under Luxembourg laws, is subject to the European provisions relating to Undertakings for Collective Investment in Transferable Securities Directives (UCITS). Colombo Wealth acts as Portfolio Manager of the fund.

Global Euro Bond Fund (GEB)

Luxembourg domiciled UCITS IV Sicav Fund that invests in bonds with an interesting evaluating and coupon. Colombo Wealth is the Portfolio Manager of the fund.

Alternative UCITS Strategies (AUS)

Investment Fund under Luxembourg law, is subject to the European provisions relating to Undertakings for Collective Investment in Transferable Securities Directives (UCITS). Colombo Wealth is responsible for the portfolio management of the AUS fund, the due diligence process of the target UCITS funds is delegated to third-party specialists.

Our Investment Team

Alberto Tocchio

CIO & Member of the Executive Committee

Mr. Tocchio graduated in Economics at the Carlo Cattaneo University (VA, Italy) and subsequently obtained the Investment Management Certificate in London. He started his career in 2000 in London at Kairos Investment Management Ltd. where he worked as trader, Head of Trading and then Fund Manager and CIO. Since August 2017 he has been the CEO and Chief Investment Officer at Heron AM, now Colombo Wealth SA.

Edoardo Barbieri

Fund Manager

Mr. Barbieri graduated in Economics at Bocconi University in Milan (MI, Italy) and subsequently obtained the Chartered Financial Analyst program in the shortest possible time. He started his career in 2010 in Luxembourg at Intesa San Paolo and continued in London at Morgan Stanley. Since 2018, he has worked as Fund Manager at Heron AM, now Colombo Wealth SA.

Pier Cesare Turci

Portfolio Manager

Mr. Turci graduated in Economics at Bocconi University (1999) and obtained the Certified Financial Technician CFTe (2007). He started his career in 2001 in Milan at Banca Popolare di Sondrio and continued in Lugano at Banca Gesfid (2001-07) and Fingroup SA (2007-17). Since 2018 he is working as Portfolio Manager at Heron AM, now Colombo Wealth SA.

Antonella Ciaccia

Administration & Back Office

Mrs. Ciaccia graduated in Economy and is a certified accountant/auditor in Milan. She collected extensive experience in the administration, back-office, project management in various financial institutions among which UBS (Italia), Advanced Capital SGR SPA and Deloitte Group. Starting in 2014 Heron AM, now Colombo Wealth SA, she holds the role of Head of Back Office/Controlling

Alessandro Parravano

Risk Manager

Mr. Parravano graduated in Statistics at La Sapienza University in Rome and subsequently obtained a Master in Quantitative Finance. He started his career in 2004 at Capitalia in the Risk Management Unit and continued in UniCredit in Milan. In 2012 joined the Performance and Risk Control team at EFG Bank. Since August 2017 he has worked as Risk Manager at Heron AM, now Colombo Wealth SA.

Cecilia Perrone

Junior Portfolio Manager

Cecilia Perrone graduated in Economics (2013) from the University of Lugano (USI). While completing her Master’s degree in Financial Communication (2016), she started her career as a Portfolio Manager Assistant at Vector WM (2014-17). In 2017, she became part of Colombo Wealth SA as Assistant/Back-Office Manager. Since 2019, she has joined Colombo’s investment team as a Junior Portfolio Manager.

Simone Bianchi

Back Office Manager

Simone Bianchi obtained the diploma by the Cantonal School of Commerce and Business Federal Certificate in Administration in 1999. He has 20 years of experience with Banks and Financial Companies in Lugano within Front Office. Since 2018, he has joined Colombo Wealth SA as a Back Office Manager.

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