Anchora Wealth Advisory
Independent Lugano multi-family office founded by five partners, serving a limited number of UHNW families, with an office in Palma de Mallorca.
Identity
- HEADQUARTERS
- Lugano, Switzerland
- OFFICES
- Palma de Mallorca
Overview
Anchora Wealth Advisory is an independent multi-family office in Lugano, founded by five partners with backgrounds in private banking and wealth advisory, and with a second office in Palma de Mallorca. It serves a limited number of entrepreneurial and UHNW families. Services cover global asset allocation advice, portfolio risk management, advisory to private equity funds, governance and directorship, wealth planning and filing and concierge services. It says it also looks for opportunities in private markets and alternative investments.
People
Frequently asked questions
Anchora Wealth Advisory is a multi family office based in Lugano, Switzerland.
Anchora Wealth Advisory does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Anchora Wealth Advisory include Massimo Maccan (Partner – Managing Director), Angelo D'Auria (Partner – Managing Director Spain), Massimo Paganin (Partner) and Alessandro Alunni Bravi (Partner).