Colombo Wealth

Financial Services • Lugano, Ticino, Switzerland • 11-20 Employees

Company overview

Headquarters	Via Clemente Maraini 39, Lugano, Ticino 6900, CH
Phone number	+41919861100
Website	colombo.swiss
NAICS	52
Keywords	Advisory, Asset Management, Consulting, Wealth Management, Wealth Planning, Family Office, Tax And Fiscal Services, Tailor-Made Services
Founded	1974
Employees	11-20
Socials

Key Contact at Colombo Wealth

Scilla Petrucci

Managing Director & Head Of Compliance

Colombo Wealth Email Formats

Colombo Wealth uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@colombo.swiss), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@colombo.swiss	66.7%
{last name}	doe@colombo.swiss	33.3%

About Colombo Wealth

Colombo Wealth SA is a Swiss Independent Company that provides Wealth Management and Family Office services. The company is fully licensed by the Swiss regulator FINMA and has its headquarters in Lugano. In addition, Colombo Wealth has subsidiaries both in Zurich and Geneva as well as a participation in a Wealth Mangement Company in Luxembourg. Since 1974 Colombo Wealth SA provides clients with investment decision support by developing and implementing investment strategies and tailor-made solutions for the careful management of personal needs through an attentive evaluation of investments in all asset classes and the risks they entail. Wealth Management Thanks to our professional experiences, we are able to handle all major asset classes, adapting dynamically to different market contexts. Our service spectrum encompasses: - Discretionary individual portfolio management - Investment advisory to institutional investors and financial intermediaries - Asset management of collective investment schemes - Distribution to qualified investors Family Office Services A variety of tailor-made services to wealthy families has always been a specialty of our company since the beginning. Our services include: - Consolidated reporting - National and international tax advisory - Corporate advisory - Relocation Funds We are continuously developing and managing tailor-made funds and investment products such as Actively Managed Certificates along with our clients’ needs. Some of our products are: - Enhanced Equity Exposure (EEE) - Global Euro Bond Fund (GEB) - Alternative UCITS Strategies (AUS) More information about us is available on our website: http://colombo.swiss/

Colombo Wealth revenue & valuation

Annual revenue	$1,625,545
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Colombo Wealth has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Colombo Wealth has never raised funding before.

Frequently asked questions

Colombo Wealth is located in Lugano, Ticino, CH.

You can reach Colombo Wealth at +41919861100.

Colombo Wealth was founded in 1974, making it 52 years old. The company has established itself as a significant player in its industry over this time.

Colombo Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Colombo Wealth

Scilla Petrucci

Managing Director & Head Of Compliance

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