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Building 2VALEUR FIDUCIARIA SA

Map pinLUGANO, TICINO
Phone+41 91 815 17 00
NotebookSEC #801-108363
Total AUM
$1.3B
Employees
20
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3, VIA NASSA
LUGANO, TICINO
6900
Switzerland
Operating Hours
09.00 - 17.00
Monday - Friday
Phone
+41 91 815 17 00
Other Offices
4

ReceiptFinancials

Total AUM
$1.3B
Accounts
397
Discretionary
$1.2B
Accounts
383
Non-Discretionary
$90.1M
Accounts
14

ContactClients

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Individual Clients
92
AUM
$39.7M
HNW Individual Clients
61
AUM
$536.4M
Charitable Organization Clients
1
AUM
$1.1M
Insurance Company Clients
95
AUM
$331.4M
Corporation or Business Clients
12
AUM
$37.9M
Other Clients
133
AUM
$305.7M
Description of Other Clients
FIDUCIARY COMPANIES, A SPECIFIC ITALIAN SET UP, EXCLUSIVELY SERVICING ITALIAN CLIENTS ON TAX MATTERS

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
DISTRIBUTION OF FINANCIAL PRODUCTS FOR NON-US CLIENTS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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