Nurturing our clients’ plans and ideas for their portfolio
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
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.
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.
Our Actively Managed Certificates (AMCs)
Disruptive Technologies Index (AMC)
Disruptive Technologies is an actively managed certificate (AMC) issued by Vontobel. The strategy of Colombo Wealth ensures exposure to highly innovative companies and business models (mainly growth stocks), secular growth trends and disruptive innovative industries.
US Equities Quantitative Index (AMC)
US Equities Quantitative is an actively managed certificate (AMC) issued by Vontobel. Technical analysis (quant-driven inputs) and mathematical functions are being implemented in order to select the best risk-adjusted combination of stocks within the S&P500 universe.
Global Equity Funds Leader Index (AMC)
Global Equity Funds Leader is an actively managed certificate (AMC) issued by Vontobel. The basket is composed of global equity investment funds selected on a discretionary basis.
Electric Vehicles Basket (AMC)
Electric Vehicles Basket is an actively managed certificate (AMC) issued by Société Générale. Colombo Wealth, as Portfolio Manager, selects companies on the whole chain of electric mobility.
HAM China 2.0 (AMC)
HAM China 2.0 is an actively managed certificate (AMC) issued by Natixis. Colombo Wealth, as Portfolio Manager, selects stock opportunities on the Chinese market.
ZKB Sustainable Technology Basket (AMC)
Sustainable Technology Basket is an actively managed certificate (AMC) issued by ZKB. Colombo Wealth, as Asset Manager, selects technology stocks of the S&P 500 universe based on an ESG screening.
Our Investment Team
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
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.
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.
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.
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.