Expertise gained at the highest levels of Swiss private banking
Behind every investment decision and wealth strategy is a professional with a name, a face, and decades of experience. At IFO, there are no algorithms, call centers, or rotating representatives: you know exactly who is managing your wealth.
Over a century of combined experience in Swiss private banking
Professionals from UBP, Credit Suisse, BSI, Vontobel, and Banca del Gottardo
A dedicated point of contact for every client family

Who guides your wealth strategies

Luca Prencipe
Over 20 years as Senior Managing Director at Union Bancaire Privée in Geneva, where he directed the Italian market for the entire group and led the Lugano branch. Prior to Switzerland, he spent 5 years in Luxembourg heading private client services for two major Italian banks.
With IFO since 2021, he brings a strategic vision and a network of relationships built at the highest levels of international private banking.

Renato Mecheri
In Switzerland since 1996, he gained his experience between LMF Servizi Finanziari and Banca Credinvest, where he served as Head of Private Banking.
With IFO since 2012, he is the pillar of equity asset management and long-standing client relationships.
Operational rigor and investment vision

Sergio Tricarico
23 years in private banking at UBP SA in Lugano, preceded by 5 years as a forex dealer at Banca del Gottardo. Earned the international CIWM® diploma in 2007.
With IFO since 2023, he oversees the company's daily operations and internal processes.

Andrea Mantelli
Former portfolio manager at Union Bancaire Privée, with a Master's degree from the Università Cattolica del Sacro Cuore.
With IFO since 2022, he is responsible for investment strategies, portfolio analysis, and the selection of liquid and alternative instruments.
Your daily point of reference

Christian Canonica
Extensive executive experience at Credit Suisse, BSI, and Vontobel Bank in Lugano. Holds dual degrees in Law and Economics from the University of Insubria.
With IFO since 2019, he combines legal and financial expertise in managing private client relationships.
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Massimo Budel
Over 30 years in the financial sector, with training at SUPSI and the HSG in St. Gallen. Solid experience gained at leading Swiss banks in wealth advisory.
With IFO since 2018, he focuses on wealth consulting and managing client relationships.

Simona Pignamenta

A shared principle: your interest comes first
We come from different backgrounds and institutions, but we share the same conviction: every decision regarding your assets must be made exclusively in your interest. Not in ours, not in that of a third-party bank, and not to satisfy a commercial goal.
At IFO, you will find a team that works together, discusses strategies daily, and shares responsibility for the results.
Our FINMA authorization and AOOS supervision are external confirmation that we operate according to the highest standards of the Swiss financial sector.
Contact us and meet the person who will manage your assets in person
The first step is a no-obligation introductory meeting: an opportunity for us to get to know each other, see if we are a good fit, and evaluate how we can help you.
Private meeting, at our Lugano office or a location of your choice
Direct contact: speak immediately with the person who will manage your assets
Complete confidentiality at every stage of our conversation
Call us at +41 91 2221130, message us on WhatsApp by clicking the green button in the bottom right, or fill out the form: we will get back to you within 24 hours.
