Gestfinco Partner SA

Gestfinco Partner SA has been founded in 2004 and is a financial company under Swiss law. The company is a member of a self-regulating body for fiduciaries (OAD) in Canton of Ticino. The company's staff is composed of professionals with over 30 years experience in wealth & asset management, as well as in financial, commercial and business consultancy. Our team members are skilled and motivated, flexible and able to find the proper answer to every specific client's need. The specialization and team work are the ideal solution. This is how we can assure a special attention of your investments together with a high level of service. Sophisticated electronic media are the working tools of the collaboratiors who, with their professionalism, competence and experience, are at the client's full disposal. Gestfinco Partner SA analyzes in detail the necessities and economic-financial expectations of each client aiming to offer a highly personalized service. Services. Wealth & Asset Management Gestfinco Partner SA provides wealth and asset management services of assets deposited at banking institutions, by proposing various investment opportunities according to the client's risk profile. The return on the management is compared with the main financial benchmarks worldwide, by using specific reference indexes for each investment. With this intent, the daily activity of the company is the active management of the main stock and bond markets. Furthermore, the company effects a constant analysis of the most important investment funds with regard to security and performance, in order to determine the most suitable. Commercial and Business Consultancy The company offers a wide range of services in cooperation with specialists of various areas. General business consultancy: accounting, setting up of Swiss und foreign structures, fiscal consultancy, creation of company structures (trust, family foundations) insurance policies, searching of company participations. Private Finance Consulting Company domiciliation, succession planning, tax planning. Furthermore, the company cooperates very well with a law firm for any legal matter. Family office This service turns to those clients who, having entrusted their assets to more financial structures (banks, wealth and asset managers, insurance companies, real estate companies, real estate company, fiduciaries, etc.), require our assistance in order to have a clear and concise overview of their investments. Gestfinco Partner SA checks the activity of the various institutions with particular focus on return, risk, commission and charged fees, on the basis of the documents received by the institutions. Periodically, it prepares a consolidated wealth reporting, divided into investment type, in order to assure a constatnt and correct evaluation and diversification of the assets. Various services Cooperating with independent companies, we can offer you the following services: a) Forex online trading, CFD, futures, etc.; b) Consultancy in the real estate sector; c) Art consultancy; d) Ad hoc creation of structered products according to the objective and strategy of the client.

Address: Via Cantonale 19, 6904 Lugano, Switzerland

Phone: +41 91 911 54 54
FAX: +41 91 911 54 50