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

Overview

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.

• AlTi Wealth

  chairperson

  —Open source

  AlTi Wealth - chairperson

• Alvarium Investment Managers

  chairperson

  —Open source

  Alvarium Investment Managers - chairperson

• Brit Michael

  chairperson

  —Open source

  Brit Michael - chairperson

• Carlos Felipe Edward

  chairperson

  —Open source

  Carlos Felipe Edward - chairperson

• David John

  chairperson

  —Open source

  David John - chairperson

• Fino Mornasco

  chairperson

  —Open source

  Fino Mornasco - chairperson

• Robert Andrew Carl

  chairperson

  —Open source

  Robert Andrew Carl - chairperson

Particularities

• 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.

Services

Languages & client focus

it

Digital signals

• Source officielle Zefix disponible

Verified sources

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

• —Open source

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  CHE425862089

  Manual review is still required before commercial interpretation.

• —Open source

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  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.

• —Open source

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  https://ti.chregister.ch/cr-portal/auszug/auszug.xhtml?uid=CHE-425.862.089

  Manual review is still required before commercial interpretation.

• —Open source

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  ACTIVE

  Manual review is still required before commercial interpretation.

• —Open source

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  Manual review is still required before commercial interpretation.

• —Open source

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  Manual review is still required before commercial interpretation.