Founded in 2004 and based in Lugano, Switzerland, Prudentia Invest SA operates as an independent asset and wealth management firm. The company's mission is to offer customized financial management and investment advisory services tailored to the specific needs of its private and institutional clientele. It emphasizes a personalized approach, aiming to build long-term relationships based on trust and performance. Prudentia Invest SA is a member of the Swiss Association of Asset Managers (SAAM), which is a self-regulatory body recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Founded in

Switzerland