AlTi Wealth Management (Switzerland) SA in Lugano - Fiduciary Ticino

Via Nassa 29 · 6900 · Lugano · Ticino

No public phone number or website is attached to this listing.

View the official registry entryAdd or correct a contact
Fiduciary servicesAccountingTax supportAdvisoryItalian

What you should know

AlTi Wealth Management (Switzerland) SA is a listed fiduciary or accounting provider based in Lugano, canton of Ticino, with reference address Via Nassa 29, 6900, Lugano, TI. The services associated with the company include fiduciary services, accounting, tax support, advisory, making it a candidate to review for SMEs, independent professionals, or local companies looking for support in the region. This profile helps prepare a first conversation: check whether the firm covers bookkeeping, year-end closing, tax topics, audit/revision, or advisory work depending on your needs. Public data confirms UID CHE425862089; team size, current capacity, and pricing should be requested directly from the company. Listed languages: it. Listed client segments: PME suisses. Additional public signals: Source officielle Zefix disponible.

  • Location: Lugano (Ticino), address Via Nassa 29, 6900, Lugano, TI.
  • Services to verify with the firm: fiduciary services, accounting, tax support, advisory.
  • Additional signals: Source officielle Zefix disponible.
  • Current contact details should be confirmed directly with the company.

Best fit for

  • SMEs and independent professionals around Lugano looking for fiduciary services, accounting, tax support.
  • Companies in the canton of Ticino comparing a local fiduciary provider.
  • Business owners preparing a first conversation about scope, pricing, and accounting tools.

Contact a person associated with this fiduciary firm

Publicly associated people are shown only when a public source links them to this fiduciary firm.

  • AlTi Wealth

    Board member

    Official registryOpen source

  • Alvarium Investment Managers

    Board member

    Official registryOpen source

  • Brit Michael

    Board member

    Official registryOpen source

  • Carlos Felipe Edward

    Board member

    Official registryOpen source

  • David John

    Board member

    Official registryOpen source

  • Fino Mornasco

    Board member

    Official registryOpen source

  • Robert Andrew Carl

    Board member

    Official registryOpen source
Request a correction or removal

Prepare your first contact

The directory has not verified the points below. Ask the firm directly — they are what decide whether the engagement fits you.

  • Services actually offered and availability for new mandates.
  • Team size, contact person, and working languages.
  • Fees, engagement terms, accounting tools, and collaboration model.
  • Use this profile as a starting point to compare providers and prepare questions before a first conversation.
Sources and method

The items below show which listing data is backed by an official or public source.

  • Official registryOpen source

    UID number

    CHE425862089

    Manual review is still required before commercial interpretation.

  • Official registryOpen source

    Identified services

    Services fiduciaires · Comptabilité · Fiscalité · Conseil

    La prestazione di servizi di gestione patrimoniale e consulenza agli investimenti ai sensi della Legge sugli Istituti finanziari; la prestazione di servizi e di consulenze di qualsiasi genere nei campi della contabilità, della fiscalità e dei controlli; il finanziamento di imprese di qualsiasi tipo; la partecipazione, in qualsiasi forma, a società pubbliche e private; ed in generale, tutte le operazioni commerciali, economiche e finanziarie connesse agli scopi summenzionati. La società è specializzata nel settore delle transazioni internazionali. La società ha inoltre per scopo la prestazione di servizi rientrante nella sfera propria di una società fiduciaria, con particolare riferimento: alla costituzione, amministrazione e gestione di fondazioni estere, di società finanziarie, commerciali e di partecipazioni.

    Manual review is still required before commercial interpretation.

PME suissesSource officielle Zefix disponible
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