One single goal: to grow and protect your wealth
IFO offers discretionary asset management and investment advisory with complete independence. No proprietary products, no conflicts of interest: we build bespoke portfolios based on your actual goals.
Your first advantage? Manager independence
In a traditional bank, advisory services are inevitably influenced by internal commercial agendas. Relationship managers have sales targets, the products proposed are often in-house, and cost transparency is limited.
With an independent manager like IFO:
The portfolio is built only with the best instruments for you, selected from the entire market
Every investment decision is communicated and explained to you
Management fees are transparent and agreed upon: no hidden retrocessions
Your point of contact does not change every 2-3 years due to internal rotation policies
Two approaches, one principle: your needs at the center
In a traditional bank, advisory services are inevitably influenced by internal commercial agendas. Relationship managers have sales targets, the products proposed are often in-house, and cost transparency is limited.
Discretionary asset management
You entrust us with the operational management of your portfolio based on a shared strategy. We monitor the markets, take action when necessary, and keep you informed on every relevant aspect.
Strategy defined together based on your risk profile and goals
Operations handled by our investment team
Periodic reports and updates on every decision
Ability to build bespoke products not available on the market
Personalized advisory
Maintain decision-making control with our support. We provide you with analysis, investment ideas, and access to specialists: you decide when and how to act.
One-to-one consulting with your dedicated advisor
Access to industry and market specialists
Independent investment ideas tailored to your profile
Continuous support with no operational constraints
A rigorous method, from the initial analysis to ongoing monitoring
Listening and analysis
We analyze your financial situation, your goals, your time horizon, and your risk tolerance. Everything starts with an in-depth conversation.
Tailored strategy
We define the most suitable strategy together, selecting instruments and markets with complete freedom. If necessary, we create bespoke investment solutions.
Active and informed management
Our team monitors the markets and intervenes when conditions require it. We keep you informed of every relevant decision.
Reporting and auditing
Clear and readable periodic reports. We review the strategy with you at least once a year, or whenever you request it.
Why entrust your wealth to IFO
FINMA-certified independence
Authorized by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by the AOOS regulatory body. No ties to banks, intermediaries, or distribution networks.
Solutions a bank cannot offer you
We also build bespoke financial instruments, unavailable on the market, designed specifically for your profile and your goals.
A team with the DNA of the best private banks
Our professionals come from UBP, Credit Suisse, BSI, Vontobel, and Banca del Gottardo. We bring institutional expertise with the freedom of a boutique firm.
Multi-generational continuity
We have been managing family wealth since 2008, with relationships now spanning three generations. Your dedicated advisor supports you over the long term, without forced turnover.
If your needs go beyond financial management, our family office service integrates estate planning, trusts, alternative investments, and assistance with relocation to Switzerland.
Contact us for an initial assessment
Tell us about your goals and your current situation: we will arrange a private meeting to analyze the possibilities together and present our approach.
Preliminary analysis of your financial situation
Presentation of the management approach best suited to your profile
Meeting at our Lugano office or at a location of your choice
Maximum confidentiality guaranteed
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.
