LFA

RIASEC RegisteredEst. 2010
Total AUM
$1.1B
Discretionary
$570M
52% of AUM
Avg account
$3.6M
Accounts
302
Employees
11
Advisory reps
12

Firm details

Headquarters
Lugano Ticino,
CRD number
152864
Registered since
February 3, 2010
Website
lfa.ch
Custodians
BANCA JULIUS BAER ZURIGO, BANQUE PICTET & CIE SA, EFG INTERNATIONAL AG
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI84.94%
  • Individuals7.92%
  • Charitable Organizations7.14%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

LFA is a corporation that has been SEC-registered since 2010 and serves both individuals/families and institutional clients. Its core advisory activity is portfolio management for individuals and small businesses. The firm operates with a mix of fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — and reports no formal ESG investing program. Ownership is listed as a combination of a foreign entity and an individual, and the firm does not act as an independent capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 63%, Investment Grade Corp Bonds 11%, Cash & Cash Equivalents 9%, Other 9%, Sovereign Bonds 4%, US Government Bonds 2%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%63%
  • Exchange Traded Equities63%
  • Investment Grade Corp Bonds11%
  • Cash & Cash Equivalents9%
  • Other9%
  • Sovereign Bonds4%

Owners & executives

3 of 5
  • Francesco Bernasconi

    Francesco Bernasconi

    CEOCRD 5751009

  • Massimo Borghesi

    Massimo Borghesi

    Chief Investment OfficerCRD 6859078

  • Paolo Panza

    Paolo Panza

    Chief Executive OfficerCRD 6629159

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Contacts

3 of 7
  • Tuomas Ahonen

    Tuomas Ahonen

    Portfolio ManagerCRD 7653078

  • Riccardo De Marco

    Junior Portfolio ManagerCRD 8130375

  • Florian Schefer

    Associate Wealth ManagerCRD 7935791

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 138

Active vs passive

$203M in ETFs

Passive

95%

$194M

Active

5%

$9.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$27.7M42,57513.61%
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Location

Primary office

Lugano Ticino, null

Location

Lugano Ticino, null

Headquartered in Lugano Ticino, null.

Address
Via F Pelli 3
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth