LFG Family Office SA
Family officeLugano · 15 people tracked
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Investment thesis
LFG Family Office positions itself as a data-driven family office that goes beyond standard bank data consolidation and performance reporting. Its approach centers on accuracy, transparency, accessibility, depth, insights, and efficiency. Using proprietary technology, it integrates banking data feeds with real-time quality control and delivers full look-through transparency across banks, portfolios, and investment vehicles. Through its LFG DeepSight tool, it analyzes more than 3,000 factors affecting portfolio performance and risk, and builds hypothetical future scenarios via quantitative models to support strategic decision-making and portfolio optimization. The firm aims to act as a co-pilot for families, turning complex data into clear, actionable insights that help preserve and grow wealth.
Source: firm website, verified Nov 1, 2026.
Team · 15 people
from the firm's websiteCFA charterholder with over 27 years in wealth management focused on UHNW clients; previously head of an investment team and portfolio manager at a leading Swiss private bank. Holds a cum laude economics degree from Bocconi University.
Over 22 years in wealth management and investment advisory with a fixed-income background serving HNWI clients; formerly head of portfolio management at Kairos Asset Management Lugano and investment advisor at Julius Baer Lugano.
CFA charterholder with over 18 years in wealth management, risk analysis and family-office operations; background as an investment specialist and portfolio manager on discretionary mandates. Holds a Master's in Finance.
Over 10 years in the financial sector focused on back and middle office operations, with skills in operational risk management, financial reconciliation and reporting. Holds a degree in business economics.
Ten years in finance, fund management and risk management, specializing in risk assessment, control strategies and reporting; CAS Fidleg Officer with a double major in economics and business administration.
Over 30 years in legal work, language education and administrative back office, bringing a teaching and legal background and multilingual documentation expertise.
Accountant experienced in financial accounting, financial statement preparation, tax planning and administration, with knowledge of the Swiss tax system and bank reconciliations.
Over 15 years in software development, data feed integration and IT systems for wealth management, specializing in process automation and financial-sector data analytics.
Over 25 years in finance, trading and international industrial management, including as a GM for industrial groups in China; experienced in HNWI investment advisory and private client management, having worked at BSI Bank Family Office (Patrimony 1873) and Julius Baer.
Over 25 years in the financial sector serving HNWI clients, with expertise in accounting, administration, wealth planning and private client management; also heads HR.
Quantitative portfolio manager with six years in quantitative finance and a Master's in Quantitative Finance from Bocconi University.
Over 18 years in the financial sector focused on compliance; CAS Fidleg Officer experienced in aligning corporate policies with FINMA standards, AML/KYC and transaction monitoring.
Frequently asked questions
- What sectors does LFG Family Office SA focus on?
- LFG Family Office SA focuses on Sector Agnostic.
- Where is LFG Family Office SA located?
- LFG Family Office SA is headquartered in Lugano, CH.
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