A deal for excellence

Lugano Wealth Management is an independent financial advisory. We provide Independent Private Wealth Advisory and Management services in Europe.

More than a financial provider, we identify and understand your life goals and then create a dynamic wealth management solution to help you achieve them.

Our services are highly customized to tailor to each client’s unique needs. These services range widely from comprehensive financial planning & implementation to wealth protection from creditors, from personal life insurance planning to tax planning in wealth succession. The legal and contractual aspects of these advices, often left out by others in this industry, are also our expertise.

Over 7.000 clients reap tremendous value and achieve peace of mind from of our financial advice that is specifically aligned to their needs and goals.