Founded in 1991, Worldplan S.A. is an independent asset management firm located in Lugano, Switzerland. The company specializes in providing personalized asset management, wealth consulting, and financial planning services to both private and institutional clients. As a member of the Swiss Association of Asset Managers (SAAM), Worldplan S.A. operates under the supervision of a recognized self-regulatory organization (SRO), adhering to Swiss regulatory standards for financial intermediaries.

Founded in

Argentina