By the side of those who build and preserve wealth
IFO SA was founded in Lugano by professionals with decades of experience at the most prominent Swiss private banks: UBP, Credit Suisse, BSI, Vontobel, and Banca del Gottardo. The founding idea is simple: to offer clients the same expertise as large institutions, free from constraints and conflicts of interest.
Over 17 years, we have built relationships that span generations: we manage family wealth now entrusted to us by the children and grandchildren of our first clients. It is the most concrete proof of the trust we know how to earn.
Why our clients stay with us
Uncompromising independence
We are free to choose instruments, markets, and counterparties. We do not place proprietary products and we do not receive hidden retrocessions: our only interest is yours.
Institutional expertise, private approach
At IFO, we bring the discipline and rigor gained at leading Swiss private banks, combined with the flexibility and personal touch of an independent boutique.
Confidentiality and continuity
Every family has a dedicated point of contact who is available and present for the long term. Our relationships are not interrupted by internal transfers or corporate reorganizations.
Comprehensive wealth vision
We also provide support for real assets, estate planning, trusts, M&A transactions, and relocation, through a network of selected professionals.
Contact us for an introductory meeting
Tell us about your situation: we'll schedule a no-obligation initial meeting
Discussion of your goals for investment and wealth preservation
Direct meeting with the professional who will manage your family's affairs
Initial preliminary analysis of your financial situation
Exploration of strategies best suited to your profile
Call us at +41 91 2221130, message us on WhatsApp by clicking the green button at the bottom right, or fill out the form: we will get back to you within 24 hours.
