WE WANT TO BE
THE SWISS WEALTH
MANAGEMENT PLACE
WHERE TALENTS
AND CLIENTS FEEL PROUD
TO BE PARTNERS
IN DELIVERING A NEW PARADIGM
IN FINANCIAL SERVICES

WHICH ARE THE CHALLENGES FACED BY HIGH-NET-WORTH INDIVIDUALS
WHO CAN HELP THEM?
EXTERNAL ASSET MANAGER: A TRUSTED FINANCIAL GUIDE

LFG+ZEST is the result of the merger between LFG Investment Consulting and Zest. The company is part of LFG Holding, one of the largest independent wealth management groups in Switzerland.

LFG+ZEST is authorized by the FINMA to provide both Wealth and Fund management services. The company is also registered in Ontario, Quebec, and Saskatchewan to provide Advisory services to Canadian investors.

“The merger between LFG Investment Consulting and Zest represents not just a convergence of services, but the natural unification of common corporate cultures and visions. This synergy has led to the creation of an entity devoted to serving Swiss, EU, and LATAM clients.

Our Center of Excellence seamlessly integrates wealth and fund management services, encompassing everything from discretionary portfolio management and advisory to the structuring and management of both UCITS and Alternative Investment Funds.

We deliver clear and highly tailored solutions, aiming to be a trusted and reliable anchor for our people, clients, and business partners." 

Massimo Borghesi
CEO of LFG Holding and Managing Director of LFG+ZEST SA

LFG+ZEST ADVANTAGES AT A GLANCE

Being part of one of the biggest independent asset managers’ groups in Switzerland, allows LFG+ZEST to offer a one-of-a-kind range of solutions to serve its clients at best.

SPECIALIST ADVISE
INDEPENDENT
SWISS BANKS
LFG+ZEST MANDATES
NICHE FUNDS
COLLABORATION
DIVERSIFICATION
PERSONAL ADVISOR
SWISS QUALITY SERVICE

CLIENTS

SERVICES

The people of

LFG+ZEST

Team

Gabriele Rossi

Gabriele Rossi Rosy Mantia Enrico Guagni Walter Biland Matteo Meroni Alberto Conca Massimo Borghesi Siro Spellini Pasquale Corvino Marco Simion Gianrito Nicodemo Andrea Midolo
Partner of LFG Holding, CFO and Head of the Business Development of LFG+ZEST
Partner of LFG Holding, CFO and Head of the Business Development of LFG+ZEST Managing Director Partner of LFG Holding and Chief Executive Officer of LFG+ZEST Partner of LFG Holding and Managing Director of LFG+ZEST Fund Manager of the Zest Dynamic Opportunities Fund and the Zest Flexible Bond Fund Partner of LFG Holding and Chief Investment Officer of LFG+ZEST CEO of LFG Holding and Deputy-CEO of LFG+ZEST Partner of LFG Holding and Managing Director of LFG+ZEST Fund Manager of the Zest North America Paris Relative Fund Fund Manager of the Zest Global Opportunities Fund Fund Manager of the Zest Mediterraneus Absolute Value Fund Business Developer

 

 

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