A deal for excellence

Lugano Wealth Management is an independent introducer. We provide Independent Private Wealth Introducing and Services in Europe.

More than a serivce provider, we identify and understand your life goals and then create a dynamic wealth management solution to help you achieve them.

Our services are highly customized to tailor to each client’s unique needs. These services range widely from comprehensive introducing to financial planning & implementation to wealth protection from creditors, from personal life insurance planning to tax planning in wealth succession. The legal and contractual aspects of these services, often left out by others in this industry, are also our expertise.

Over 7.000 clients reap tremendous value and achieve peace of mind from of our introducer service that is specifically aligned to their needs and goals.