Thanks to LFA SA, strategic partner and member of LFG Holding, LFG+ZEST has access to one of the leading providers of international investment exposure to investors who are citizens of the US – living anywhere in the world.LFA is authorized by the Security Exchange Commission US SEC, to provide investment advisory services to US investors. Its independent financial management services are precisely tailored to the needs of clients who want performance, risk management, and tax-efficient investment services for their assets. Its clients benefits from an extensive experience and network of partners that include primary Swiss banks, international law firms, estate planners, cross-border private clients, and CPAs..
LFG+ZEST is the result of the merger between LFG Investment Consulting and Zest. The company is part of LFG Holding, one of the largest independent wealth management groups in Switzerland.
LFG+ZEST is authorized by the FINMA to provide both Wealth and Fund management services. The company is also registered in Ontario, Quebec, and Saskatchewan to provide Advisory services to Canadian investors.
“The merger between LFG Investment Consulting and Zest represents not just a convergence of services, but the natural unification of common corporate cultures and visions. This synergy has led to the creation of an entity devoted to serving Swiss, EU, and LATAM clients.
Our Center of Excellence seamlessly integrates wealth and fund management services, encompassing everything from discretionary portfolio management and advisory to the structuring and management of both UCITS and Alternative Investment Funds.
We deliver clear and highly tailored solutions, aiming to be a trusted and reliable anchor for our people, clients, and business partners."
Massimo Borghesi
CEO of LFG Holding and Managing Director of LFG+ZEST SA
LFG+ZEST ADVANTAGES AT A GLANCE
Being part of one of the biggest independent asset managers’ groups in Switzerland, allows LFG+ZEST to offer a one-of-a-kind range of solutions to serve its clients at best.