Act Finanz is a swiss financial company specialized in Wealth Management Founded in Lugano in 2009 by the group of professionals with many years of experience in the field of investment banking. Aware of the importance of our profession, we carry out asset management activities in total autonomy, acting solely in your interest, choosing only the products and strategies that allow us to achieve excellence.
Family Office and High Net Worth Individuals Some investors need specific attention
for the size and importance of their
assets or for particularly high personal
and family needs. Act Finanz offers
High Net Worth Individuals (HNWI) and
Family Offices a prestigious range of
financial services.
A WINNING MODEL
We believe that to invest successfully
through the various market cycles it
is necessary to have a flexible and
dynamic management style. We
always work to find the best sources
of profitability through proven quality
financial instruments.
Our goal is to create value for both
private and institutional clients:
- For the private clientele, through
heritage management based on the
selection of the best products on the
market, in an open architecture
structure.
- For the institutional clientele, by
creating exclusive solutions
developed ad hoc by our team.