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LFG+ZEST logo — Accountability, Courage, Respect.

LFG+ZEST

Accountability, Courage, Respect.

Founded 2007 Switzerland Lugano, Switzerland 32 employees Finance, Financial Services +1

General Information

Company Name LFG+ZEST
Founded Year 2007
Location Switzerland Lugano, Switzerland
Employees 32
Industries Finance, Financial Services, Wealth Management
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About LFG+ZEST

LFG+ZEST is a wealth and fund management company authorized by FINMA, operating at the forefront of the industry in Switzerland. With a strong presence in the LATAM market and registration in Ontario, Quebec, and Saskatchewan, the company offers advisory services to Canadian investors, showcasing its expansive and multifaceted approach to wealth management. The company's offerings include tailored discretionary portfolio management and advisory services within wealth management, as well as expertise in structuring and managing investment funds and vehicles across diverse asset classes, sectors, and geographical regions. LFG+ZEST serves both retail and professional investors, providing access to sophisticated investment strategies. The company's extensive network of partnerships enables clients to access customized multi-jurisdictional services, covering private wealth management, family succession, real estate, M&A, governance consultancy, and impact investing. Since its establishment in 2012, LFG+ZEST has demonstrated its commitment to accountability, courage, and respect, as reflected in its slogan. The company operates within the Finance, Financial Services, and Wealth Management industries, with a focus on delivering comprehensive and specialized services to its clientele.

Business keywords: Wealth Management, Fund Management, Discretionary Portfolio Management, Investment Funds, Financial Advisory, Multi-jurisdictional Services, Real Estate Investment, Mergers and Acquisitions, Governance Consultancy, Impact Investing, Financial Strategy, Registered Investment Advisor, Sophisticated Investment Strategies, Wealth Succession

No funding data available for LFG+ZEST yet.

LFG+ZEST Alternatives & Competitors

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FAQ About LFG+ZEST

Accountability, Courage, Respect.
LFG+ZEST was founded in 2007.
LFG+ZEST is headquartered in Lugano, Switzerland.
LFG+ZEST operates in Finance, Financial Services and Wealth Management. Its work centres on Wealth Management, Fund Management, Discretionary Portfolio Management and Investment Funds.
LFG+ZEST has approximately 32 employees.
Top alternatives and competitors to LFG+ZEST include Providentia Wealth, Santander Private Banking, Fundment, Capitalmind , Bridge Investment Advisors Private Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
LFG+ZEST and Providentia Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for LFG+ZEST, https://bouncewatch.com/company/lfgzest, updated 30 November 2024. When citing, please name BounceWatch and link this page.

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