Asset Management

We help our clients in defining investment strategies, monitoring and managing their assets.

Asset Management

We help our clients in defining investment strategies, monitoring and managing their assets.

To whom the service is dedicated

Individuals

Asset managers

What we offer

Expert and independent supervision to examine asset management, evaluate strategies and verify the congruity of costs incurred by the client through:

  • Identifying individual and family needs and defining management objectives
  • Choice of the manager for each asset – be it related to finance, real estate, or even art
  • Cost-risk analysis
  • Report and analysis of financial performance and consolidated asset allocation
  • Tax reporting

We use state-of-the-art management software to provide our customers with real-time updates on their global assets and market trends.

Where

This service is provided to clients by our Lugano consultants.

The Altiqa team

Davide Sada
Financial Analysis Director (Lugano)

Luca Farina
Wealth Management Advisor (Lugano)

Mauro Maietti
Financial Analyst (Lugano)

Clara Mascetti
Wealth Management Advisor (Lugano)


Request a consultation

Contact us
Contact us