


Carthesio
Investment Management • Lugano, Ticino, Switzerland • 11-20 Employees
Company overview
| Headquarters | Via Ferruccio Pelli 13, Lugano, Canton Ticino 6900, CH |
| Phone number | +41919122670 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Advisory, Family Office, Wealth Management, Asset Management, Gestioni Patrimoniali |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contact at Carthesio
Federico Bianchetti
Ceo
Carthesio Email Formats
Carthesio uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@carthesio.com), used 61.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@carthesio.com | 61.5% |
{first name}{last name} | johndoe@carthesio.com | 38.5% |
About Carthesio
Carthesio SA was established as a company under Swiss Law in 2001. It is authorized by FINMA (Swiss Financial Market Supervisory Authority) and operates as a highly specialized atelier focused on Financial Advisory, as well as Wealth Management and Asset Management for Private and Institutional investors. Carthesio’s corporate structure allows for an optimal corporate governance with the right balance between in-company executive partners and financial partners, who have a key role in providing entrepreneurial know-how and in evidencing the on-going changing needs of companies and families. Carthesio is an asset management company with an investment offering dedicated to Institutional and Private (HNWI) Clients, through products marked out by: - particular attention to customer needs, providing focused investment solutions. - wide and diversified specialized funds offering, with a solid structural background. Carthesio takes advantage from Swiss financial know-how in managing assets accumulated over more than two centuries. Carthesio is a structured, but lean organizazion, and operates with a team made up by highly qualified professionals and a network of international advisors with different backgrounds. Carthesio, in addition of being among the first national companies authorized by FINMA as asset manager for collective investments, is an active member of Swiss Funds & Asset Management Association and Swiss Association of Asset Managers (SAAM). MAIN SERVICES 1. Financial Advisory 2. Dicretionary Portfolio Management 3. Portfolio Management Advisory 4. Asset Management 5. Selection of Alternative Investments 6. Corporate & Institutions Advisory
Carthesio revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Carthesio has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Carthesio has never raised funding before.
Carthesio Tech Stack
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Frequently asked questions
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