AMFIN SA is an independent asset management company based in Lugano (Switzerland), authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA)
Investment PhilosophyAMFIN SA was established in 2011 to accompany entrepreneurs and private clients, including family interests, in the long-term stewardship of their assets. The firm is authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA). AMFIN SA operates with a strong focus on discretion, continuity, and prudent stewardship, upholding the highest standards of regulatory compliance, professional conduct, and fiduciary responsibility at all times.
AMFIN SA follows a bespoke and client-focused approach to asset management. Each mandate is structured individually, taking into account the client’s objectives, time horizon, risk tolerance, and overall financial situation. Transparency and alignment of interests are central to our philosophy. Investment decisions are taken with a long-term perspective, ensuring that the interests of the firm remain fully aligned with those of its clients. Our investment framework is based on established principles of modern portfolio theory, behavioural finance, and risk management, and is continuously refined to reflect developments in financial research and market practice. Particular emphasis is placed on diversification, capital preservation, and disciplined portfolio construction.
AMFIN SA believes that informed investment decisions are supported by continuous intellectual engagement. The firm therefore seeks to further knowledge in selected areas of investment management by supporting financial and academic research, consistent with its long-term philosophy.
The Directors of AMFIN SA have longstanding experience in international banking and finance and maintain a personal network across major financial centres. In addition to discretionary asset management, the firm supports clients in selected ancillary matters closely connected to the management and structuring of private wealth. Over the years, AMFIN SA has assisted clients in connection with significant real estate transactions, including the identification of suitable opportunities and the coordination of financing arrangements in cooperation with selected financial institutions. The firm also supports clients with the structuring of real estate acquisitions, working alongside independent legal and tax professionals selected according to the specific requirements of each transaction. Through a high-quality network of best-in-class legal, tax, and fiduciary professionals, AMFIN SA facilitates access to appropriate structuring solutions aimed at the orderly organisation of private wealth, long-term asset protection, and intergenerational continuity, while ensuring effective coordination among the relevant specialists. Furthermore, AMFIN SA regularly assists clients in matters related to the registration and ongoing management of yachts and business jets, coordinating with specialised service providers.
Since 2015, AMFIN SA has been a regular sponsor of the MusicArte Festival, first inaugurated in Ascona in Autumn 2014. The firm also supports the work of talented emerging artists and is the main sponsor of the S/Y Kingfisher, which competes in regattas in Switzerland and internationally. In addition, AMFIN SA supports scientific expeditions of the Hellenic Ornithological Society, reflecting an interest in cultural, scientific, and environmental initiatives.
CONTACT
Via al Chioso 15
CH-6900 Lugano
Tel. +41 91 971 73 30
Fax. +41 91 971 73 35
Email: info@amfin.ch