LFG HOLDING holds one of the largest portfolios of independent wealth management companies in Switzerland: the operative companies manage over 2.5 billion of Swiss Francs in aggregate, have over 700 clients and 50 employees, serving 4 target markets (Switzerland, EU, USA and Mexico) from their offices in Lugano and Zurich. LFG Holding, through its companies, aims to be a seal of Swiss Excellence. The independence from banks affiliations grants the operative companies the space to offer real unbiased solutions to their clients.
LFA, in 2009, became one of the first Swiss independent Wealth Management firms to submit registration as an investment advisor to the Securities and Exchange Commission in the United States. Today, LFA remains a reference point in Switzerland (second largest in terms of AuM) for American clients, domiciled both in the US and globally, providing them an international investment diversification strategy.
LFG+ZEST, born from the merger of LIC and ZEST, offers personalized portfolio management and advisory services to Swiss HNWI, families and professional investors. Since 2014, it extended its Swiss expertise to Mexico, establishing a unique Center of Competence. Moreover, LFG+ZEST is authorized by Swiss FINMA to manage UCITS and Alternative Investment Funds, with a well-rounded portfolio that gives exposure to a wide variety of strategy, asset classes, geographies and industries.