Ebco Trustee Services Ltd LiaB. Co
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
FINTRXOverview
Ebco Trustee Services Ltd LiaB. Co is a trust company and registered investment adviser that centers its portfolio management on fixed-income strategies for both high-net-worth individuals/families and institutional clients. The firm’s ADV shows a clear tilt toward investment-grade corporate bonds as its primary allocation, and it operates discretionary mandates across a small set of concentrated clients. Advisory activity includes portfolio management for individuals and small businesses as well as for businesses and institutions, and the firm charges both a percentage-of-AUM fee and can apply performance-based fees on certain mandates. Ebco Trustee Services Ltd LiaB. Co is classified as a Limited Liability Company with a foreign ownership component, and it became SEC-registered in 2025.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds50%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities10%
- Sovereign Bonds10%
- Non-Investment Grade Corp Bonds10%
Contacts
3 of 3
Adriano Bozzone
Portfolio ManagerCRD 8157079
Emanuele Bozzone
FounderCRD 8145760
Serena Verzeletti
Group Head of Legal and ComplianceCRD 8169428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chiasso Ticino, null
Location
Chiasso Ticino, null
Headquartered in Chiasso Ticino, null.
- Address
- Via Emilio Bossi 12d
- Office locations
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