Wealth Management in Lugano
Independent, discretionary wealth management for private clients in Lugano and the surrounding region.
Lugano is the financial centre of Italian-speaking Switzerland, with strong cross-border ties to Italy and an international private clientele. Sussland Group offers Lugano clients independent wealth management: your assets stay at the custodian bank of your choice and we hold only the management mandate.
Why an independent manager
Sussland Group is independent. Your capital stays at the custodian bank of your choice, and we hold only the management mandate — never your assets. That removes the product-selling conflict built into many bank relationships, so our only interest is the performance of your portfolio: bank-quality management with an added layer of custody protection and genuinely impartial advice.
Tax and cross-border situations in Lugano
Many Lugano residents combine income and assets across Switzerland and Italy, with double-taxation questions, tax monitoring and, in some cases, lump-sum taxation. Our advisers coordinate these and structure wealth efficiently across cantonal, communal and federal levels.
How we work with Lugano clients
Most relationships begin with a free, no-obligation conversation about your situation, goals and tolerance for risk. From there we design a discretionary mandate, coordinate with your existing bank and, where useful, your tax adviser and notary — meeting you in person or by video, with continuous online visibility of your portfolio. Our advice spans the whole balance sheet: investments, pension, real estate and succession.
Our services for Lugano clients
Frequently asked questions
Do you handle cross-border situations with Italy?
Yes. Wealth spanning Switzerland and Italy is a core area: we coordinate reporting obligations, double taxation and compliance.
Do you advise in Italian?
Yes. We assist clients in Italian, English, French and German.
Based in or around Lugano? Let’s talk.
Book a Free One-Hour Consultation