Centro Studi Monte SA
Wealth management and Family Office
Centro Studi Monte SA is a Wealth management and Family Office firm based in Lugano with a decade of experience in savings and asset management. Since 2009, we offer to our clients (families, companies and institutions) high-profile expertise acquired over the years in international politics and finance. Since September 2, 2022, Centro Studi Monte SA has been authorised by the Financial Market Supervisory Authority (FINMA) to act as an asset manager in accordance with the provisions of the new Federal Law on Financial Institutions.
The evolution of the geopolitical equilibrium and the linked economic and financial correlations are the center of reflections and analysis, that take form in studies, publications and carefully monitored consultancies focused on the specific needs of each client.
Investment strategies are the direct consequence of our analysis, sustained by proprietary algorithms and access to information from leading financial institutions and international study centers.
The target is mainly maintenance and growth of assets over time, we focus on the sustainability of investments from an environmental, social and governance point of view.
The Familiy Office services, Centro Studi Monte SA pursues to consolidate the client's global assets and wealth, by analyzing its investments based on ethical milestones defined by the client, values the adequacy of investments and the related risks and costs management, provides an extensive network of professionals in various fields such as taxation, estate planning as well as extraordinary finance operations, philanthropy and business connections through Club Deals.