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Wealth Manager • Lugano, Switzerland

Sinergia Wealth Management

Sinergia Wealth Management is a wealth manager based in Lugano, Switzerland. Verified contact details, AUM data, and investment preferences on FindLPs.

Wealth Manager
Investor Type
Lugano, Switzerland
Headquarters
About

Sinergia Wealth Management

Sinergia is an independent company that relies on the collaboration of authoritative financial structures to realize portfolio management services using the best market expertise.

Investment Focus

What Sinergia Wealth Management Invests In

Investment types: Joint Venture/Partner, Investment Funds

Sectors & themes: Wealth & Estate Planning, Commercial Banking, Fund of Funds Finance, Financial Services, Banking, Traditional Investments (Liquid Assets)

Preferred geographies: Global, Africa, Asia/Pacific, Australia/New Zealand, Canada, Europe, Emerging Markets, United Kingdom, United States, Latin America

Location: Viale Stefano Franscini 30\nP.O. Box 6402\nLugano\nCH-6901\nSwitzerland

Contact Sinergia Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.