Our job, our passion
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.
Why choose us
Swiss banks are among the most prestigious and solid in the world, both for heritage and experience as well as for internationally recognised efficiency. Switzerland has always been considered one of the most important hubs of international finance, hence representing the "safe harbour" where to protect one's savings.
Passion, commitment and competence are the values we put into our everyday activity. Passionate about our job, we believe we can practice it positively only through a high specialization: we dedicate ourselves exclusively to the job in which we excel, wealth management for private and institutional clients
Act Finanz is not linked to any banking, insurance or industrial group. This independence assures investors autonomy in management decisions and absence of conflicts of interest. Our independence is an important guarantee, for us, but above all, for you, having no logic to defend but to obtain maximum, realizing your financial goals.
You are our most important reference
"The biggest asset of a company is its customers, because without customers there are no companies" (Michael LeBoeuf)
Our task is to support Private and Institutional clients in achieving their financial goals, providing an innovative and competent personalized service. We manage the money invested with us as if it were ours, as we know the value of work and commitment. In a sector mainly made up of numbers, we believe that the centrality of the person is important, with their needs, their aspirations and their dreams. For this reason we offer our customers a quality service, always professional, competent and transparent.
Awards and Recognitions
Watts Humphrey Software Process Achievement Award
They recognize outstanding achievements in improving the ability of a target organization to create and evolve software-dependent systems.
Top 100 Outsourcing Companies Worldwide
The IAOP have selected 2018’s best outsourcing service providers.
The recipients are selected based on their industry expertise, work portfolio, and client feedback.
Software Excellence Award
The 2018 Excellence software awards indicate that the profession’s transition to cloud applications.
Our mission: to generate value in all market conditions
Our management strategies have only one goal: provide excellent returns over time, with controlled volatility and low correlation with traditional investment classes. For this reason, in our management, we are not satisfied to outperform the benchmark, but we aim, through active and dynamic management, to achieve satisfying results.
Increase in assets managed in the last 3 years
Increase in the number of collaborators in the last 2 years
The results of absolute excellence achieved over the years have allowed us to grow exponentially. Our management model proved to be a winner even in the most turbulent phases of the financial markets and this was particularly appreciated by the investors who rewarded us with their trust. But in our DNA reside the motivations that push us to improve every day to continue to offer our customers always cutting-edge investment solutions.
A success story
A success story
We’re as good as they say we are
We’re happy to back up our claims with detailed results – how many agencies can say that? Take a look at our wide range of clients, from FTSE100 to exciting new startups, and discover how we’ve helped take their business to a new level.
What our customers say about us
“With over 30 years of experience in this industry I’ve yet to encounter a firm that is more centered on excellence, both in treating human beings that serve the company, and in fabricating software in service of their clients.”
Howard Sam Smith
President and CEO - Odessa Inc.
Tailor-made solutions to protect your wealth
Family Office and High Net Worth Individuals
Our customers have different profiles and each one is unique. What unites them is the desire to receive a service of excellence, personalized and highly qualified.
Some investors, due to the size and importance of their assets or particularly high personal and family needs, require specific attention. Act Finanz offers to High Net Worth Individuals (HNWI)
and to Family Office a prestigious range of customized financial services.
We are at your disposal for any information