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Luca Bosia

Luca Bosia

Partner
Mr. Bosia previously worked at LFA SA (LFG Holding), an SEC-registered investment advisory firm in Lugano, and held Senior Positions there including Head of Advisory Clients, Head of Asset Management and Relationship Manager. Prior to that, he worked at THALIA SA, a fund of hedge funds company owned by BSI (now EFG) and the Generali Group, where he specialized in marketing and structuring alternative investment solutions. He began his career at UBS Wealth Management, holding investment advisory roles in Lugano, Geneva and Zurich. Mr. Bosia holds a Master of Science in Banking and Finance and a degree in Business Administration from HEC Lausanne. He is fluent in Italian, French and English, with a good knowledge of Spanish and Portuguese. In his spare time, he enjoys skiing, sailing, and travelling. He is a Swiss citizen.
Services

Strategic Partnerships for Financial Excellence

Our Partners bring decades of experience in global wealth and asset management, with backgrounds in private banking, investment advisory, and cross-border structuring. They lead client relationships and guide strategy across all service areas, from portfolio construction and wealth planning to regulatory navigation and family governance. Their role is not just strategic but also highly personal, building trust through consistent, long-term partnership.

Discretionary Accounts

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Advisory Accounts

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Financial Planning

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.

Professional portfolio management with full delegation, ensuring efficient execution aligned with your risk profile and long-term goals.

Stay in control while benefiting from expert guidance—ideal for informed investors seeking a collaborative approach.

Comprehensive planning that integrates cash flow, retirement, and investment strategies to build long-term financial clarity.
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Your Partner in financial freedom

We are committed to building lasting relationships based on trust, transparency, and excellence.
Our experts provide tailored guidance across all areas of wealth management – from optimizing assets and planning for retirement to navigating international opportunities.

Reach out to discover how a clear, strategic approach can help you secure and grow your wealth with confidence.

Luca Bosia
Luca Bosia
Partner
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