Ebco Trustee Services Ltd LiaB. Co

RIASEC Registered
Total AUM
$44.7M
Discretionary
$44.7M
100% of AUM
Avg account
$2.5M
Accounts
18
Employees
4
Advisory reps
3

Firm details

Headquarters
Chiasso Ticino,
CRD number
338094
Registered since
November 24, 2025
Custodians
EFG INTERNATIONAL, MORGAN STANLEY & CO. LLC, VONTOBEL
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI48.34%
  • Corporations / Businesses47.12%
  • Individuals4.55%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ebco Trustee Services Ltd LiaB. Co is an independent RIA organized as a limited liability company that operates as a trust company and provides discretionary portfolio management for both individuals/families and for business or institutional clients. The firm is registered with the SEC (registered in 2025). Its client base combines private clients and institutional relationships, and its fees include a percentage-of-AUM component as well as performance-based fees. The ownership is listed as a combination of a foreign entity and an individual. The firm reports a fixed‑income orientation in its portfolios and does not identify itself as an active ESG investor. It is not positioned as a capital allocator; rather, the business activity emphasizes trustee and portfolio-management duties alongside accounting industry affiliations.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 50%, Public Funds/Mutual Funds 15%, Exchange Traded Equities 10%, Sovereign Bonds 10%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%50%
  • Investment Grade Corp Bonds50%
  • Public Funds/Mutual Funds15%
  • Exchange Traded Equities10%
  • Sovereign Bonds10%
  • Non-Investment Grade Corp Bonds10%

Contacts

3 of 3
  • Adriano Bozzone

    Adriano Bozzone

    Portfolio ManagerCRD 8157079

  • Emanuele Bozzone

    FounderCRD 8145760

  • Serena Verzeletti

    Group Head of Legal and ComplianceCRD 8169428

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chiasso Ticino, null

Location

Chiasso Ticino, null

Headquartered in Chiasso Ticino, null.

Address
Via Emilio Bossi 12d
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth