Founded in 2012 and headquartered in Lugano, Switzerland, Plurima Wealth SA is an independent financial advisory firm. It operates as an asset manager and multi-family office, dedicated to preserving and growing the wealth of its clients, who are primarily families and entrepreneurs. The company emphasizes a personalized approach, offering a range of services including portfolio management, investment advisory, family office services, and corporate advisory, all while operating independently from banks and other financial institutions.

Founded in

Italy