Team overview

Matteo Gasparini

Private Client Services

Mr. Gasparini previously worked as an Account Manager at Cornèr Banca SA in Lugano, where he was part of the External Asset Managers team. In this role, he supported independent asset managers and their clients with their banking needs, as well as day-to-day relationship management. He holds a Bachelor’s degree in Business Administration from SUPSI (University of Applied Sciences and Arts of Southern Switzerland) and recently completed a Certificate of Advanced Studies (CAS) in Wealth Management at the Centro Studi Bancari in Vezia. Mr. Gasparini is part of the Private Clients’ Services Team and works closely with our Partners and the Portfolio Management Team to support the needs of our clientele in Switzerland and internationally. In his free time, he enjoys sports and outdoor activities, particularly skiing. He is a Swiss citizen.

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Services

Personalized Solutions for Individual Financial Needs

The client services team handles the day-to-day operational aspects of wealth management – onboarding, account openings, custodian coordination, and special requests. They work closely with clients, banks, and partners to ensure smooth execution and high-quality service, especially in complex, multi-jurisdictional setups.

Discretionary Accounts

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

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Advisory Accounts

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

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Financial Planning

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

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

Learn more

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

Learn more

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

Get in touch

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.

Matteo Gasparini

Client Services