BCO Swiss Family Office SA
Family officeLugano · 8 people tracked
Investment thesis
The firm operates as a multi-family office, aiming to relieve clients of non-core activities so they can focus on their business and personal interests. It offers tailor-made advice across financial, legal, corporate, strategic and management consulting, drawing on group companies and a network of external professionals. Core services include wealth and asset management, estate and succession planning, generational strategy, mergers and acquisitions, real estate transfers, tax and accounting services, insurance advice, risk supervision, and managing relationships with custodian banks and third-party counterparties.
Source: firm website, verified Aug 3, 2026.
Team · 8 people
from the firm's websiteBorn in 1994, holds a Business Administration degree from Northeastern University in Boston. Stepped down as Chairman of BCO at the end of September 2025 to lead an international industrial group where he has served as President since June 2023.
Represents BCO, quoted expressing the firm's client-focused philosophy of caring for clients' present while planning for their future.
Joined BCO in August 2018 as a portfolio administrator, following 4 years in equities at UBS Chiasso and Lugano and 18 years at the headquarters of a Lugano private bank. Later managed a cross-border plant in Switzerland for 4 years.
Joined BCO in 2019 as a financial advisor after 26 years at a leading Swiss bank and 5 years at a Mendrisio asset management firm. Experienced in investment consulting, portfolio management and fixed income, and holds the Azek/CIIA asset manager diploma obtained in 2002.
Joined BCO in 2013 and has worked with the group since 1990. A specialist in portfolio management and investment strategies, with experience at private banks in the German- and Italian-speaking regions of Switzerland.
Joined the BCO Group in 2021 as Compliance Officer with experience in corporate and fiduciary sectors, and coordinated the firm's FINMA onboarding process.
Joined BCO in 2021 as a financial advisor after over 20 years at Swiss private banks and 5 years at a Lugano family office. Experienced in portfolio management, pensions, investment consulting and real estate, and graduated in Business Economics from the University of Fribourg.
Joined BCO in 2014 after 10 years at Credit Suisse as an Investment Consultant in Switzerland and Singapore. Holds an Economics degree from the London School of Economics and a Master in Investment Management from Cass Business School, and is a CFA charterholder.
Frequently asked questions
- What sectors does BCO Swiss Family Office SA focus on?
- BCO Swiss Family Office SA focuses on Sector Agnostic.
- Where is BCO Swiss Family Office SA located?
- BCO Swiss Family Office SA is headquartered in Lugano, CH.
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