Committed to preserve and grow our clients’ wealth
With headquarters in Lugano and branches 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.
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.
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.
Colombo Gestioni Patrimoniali SA (now Colombo Wealth SA) was formed, opening a branch office in Zurich in 2013 and in Geneva the following year.
Heron Asset Management (regulated by FINMA), an independent portfolio and fund management boutique was founded.
Colombo Wealth Management SA and Heron Asset Management were merged to Colombo Wealth SA, fully licensed by the Swiss financial authorities FINMA.
As of today, Colombo Wealth SA encompasses a staff of about 50 employees, guaranteeing a rapid and professional response to client needs.