Luca Farina
Wealth Management Advisor
Asset Management
We help our clients in defining investment strategies, monitoring and managing their assets.
To whom the service is dedicated
Individuals
Asset managers
What we offer
Expert and independent supervision to examine asset management, evaluate strategies and verify the congruity of costs incurred by the client through:
- Identifying individual and family needs and defining management objectives
- Choice of the manager for each asset – be it related to finance, real estate, or even art
- Cost-risk analysis
- Report and analysis of financial performance and consolidated asset allocation
- Tax reporting
We use state-of-the-art management software to provide our customers with real-time updates on their global assets and market trends.
Where
This service is provided to clients by our Lugano consultants.
Team Altiqa
