Skip to main content Skip to footer

WE WANT TO BE
THE SWISS WEALTH
MANAGEMENT PLACE
WHERE TALENTS
AND CLIENTS FEEL PROUD
TO BE PARTNERS
IN DELIVERING A NEW PARADIGM
IN FINANCIAL SERVICES

WHICH ARE THE CHALLENGES FACED BY HIGH-NET-WORTH INDIVIDUALS
WHO CAN HELP THEM?
EXTERNAL ASSET MANAGER: A TRUSTED FINANCIAL GUIDE

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.

SPECIALIST ADVISE
INDEPENDENT
SWISS BANKS
LFG+ZEST MANDATES
NICHE FUNDS
COLLABORATION
DIVERSIFICATION
PERSONAL ADVISOR
SWISS QUALITY SERVICE

CLIENTS

SERVICES

OTHER NEEDS

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..

Visit LFA website

Thanks to Essentia Family Office SA, strategic partner and member of LFG Holding, LFG+ZEST has access to a dedicated team of professionals offering a full range of family office management services. Essentia FO can help international families facing sophisticated and complex financial and governance structures, offering them a service similar to what large billion-dollar families typically receives from their own family office. Essentia FO is structured to assist its clients in different areas such as the oversight of advisory and accounting activities, legal and fiduciary advices, family continuity and business dynamics, and fiscal and corporate issues. Within the portfolio of services offered, the Consolidated Reporting provide a full oversight of clients’ investments across multiple banks, strategies and asset classes. A state-of-the art technological tool allows clients to directly access their consolidated portfolios and to easily monitor the overall performance, ensuring alignment with their goals.

Visit ESSENTIA website

In relation to hedge funds, we have on one hand direct expertise and experience with the hedge funds industry (directly managing funds or investing into hedge funds or funds of hedge funds managed by trusted partners). Our partner for this segment is a well-established firm with over 30 years of track-record, around 3 billion of Assets under Management and offices in UK, USA, Switzerland and Italy.

Through our network and partnerships, we can integrate a focus on impact investing solutions, encompassing guidance on single investments, whether liquid or illiquid, as well as comprehensive portfolio advisory services. Our partner is an advisory firm specialized in impact investing and innovative financing for development established in 2017 in Zurich and with offices in Kampala, Nairobi and Milan. They design and manage finance solutions that create tangible impact for both commercial and philanthropic investors.

For those looking to invest in real estate, our selected partner(s) offer comprehensive solutions across various facets, including business development operations, buy-and-sell transactions, and equity or debt operations. Our specialists would provide personalized guidance across all the opportunities to help you identifying the opportunities that best align with the desired risk/return profile, geography exposure and type of investment. Main focus on assets located across Switzerland, Italy, UK and Spain.

Through the platform, our teams and clients, can access a number of selected investment opportunities, benefitting from the possibility to access these funds, overcoming the most common issues in investing into premium venture capital funds (access restricted and high minimum investments). For those interested in acquiring stakes into niche, our trusted partners would then offer strategic insights and thorough due diligence, ensuring informed investment decisions that align with your financial goals. Based on the client’s needs, we can support him in coordinating single individual transactions or structure club-deal operations. Our main focus in today on Italian small and mid-cap companies; but we can count on a network that might give us access to a global view and opportunities.

Through a partnership with national and international providers, our clients can access tailored multi-jurisdictional solutions for succession planning, real estate transactions, M&A and governance related consultancy services. Our partners are legal and tax advisory specialists, composed by experienced lawyers and tax advisors in the field of extraordinary transactions, real estate operations, acquisitions, succession planning and financial restructuring & turnarounds.

For clients seeking comprehensive insurance solutions, our dedicated and trusted partners provide access to a full spectrum of insurance and protection services. the approach ensures that every aspect of the insurance value chain is covered, offering you peace of mind and security across various facets of your personal and professional life.

The people of

LFG+ZEST

Gabriele Rossi

Gabriele Rossi Rosy Mantia Enrico Guagni Walter Biland Matteo Meroni Alberto Conca Massimo Borghesi Siro Spellini Pasquale Corvino Marco Simion Gianrito Nicodemo Andrea Midolo Sascha Baderschneider
Partner of LFG Holding, CFO and Head of the Business Development of LFG+ZEST
Partner of LFG Holding, CFO and Head of the Business Development of LFG+ZEST Managing Director Partner of LFG Holding and Chief Executive Officer of LFG+ZEST Partner of LFG Holding and Managing Director of LFG+ZEST Fund Manager of the Zest Dynamic Opportunities Fund and the Zest Flexible Bond Fund Partner of LFG Holding and Chief Investment Officer of LFG+ZEST CEO of LFG Holding and Deputy-CEO of LFG+ZEST Partner of LFG Holding and Managing Director of LFG+ZEST Fund Manager of the Zest North America Paris Relative Fund Fund Manager of the Zest Global Opportunities Fund Fund Manager of the Zest Mediterraneus Absolute Value Fund Business Developer Relationship Manager Assistant

 

 

CONTACT US

The 'First name' field is required
The 'Last name' field is required

Consent for Data Processing and Newsletter Subscription

Information on the Newsletter and Consent

By registering for the LFG+ZEST newsletter, you acknowledge and consent to the following processes, and you agree to our Privacy and Cookies Policy as well as LFG+ZEST SA's Important Legal Information (“Disclaimer”), which can be accessed at the following link (Disclaimer), or contacting us directly at privacy@lfgzest.com.

Content of Our Emails

We send newsletters and other electronic notifications containing advertising material (collectively referred to as the "newsletter") only with the consent of the recipients or where we have legal permission. The newsletter's content, which may be refined during the registration process, is critical for obtaining user consent. Our emails deliver information on our products, market analyses, and trends.

The information provided is purely informative and should not be construed as an invitation, offer, recommendation, or inducement to purchase or sell securities, financial instruments, or to apply for or subscribe to any financial or investment products or services, nor should it be seen as persuasion to engage in any transactions.

The newsletter may include information about various collective investment schemes or financial products that are registered in different jurisdictions. Not all products described in the newsletter are available in every country. The eligibility to purchase certain products is subject to the laws and regulations applicable to the investor in their country of residence. Please consult our Important Legal Information for further details.

Registration, Dispatch, and Statistical Evaluation

You agree that LFG+ZEST will process your personal data to subscribe you to our newsletter and for the purposes outlined above. The data collected includes your name, email address, and any other information you provide.

Your consent to this processing is voluntary and can be withdrawn at any time by contacting us at [Your Contact Information] or by using the unsubscribe link in the footer of any email you receive from us.

We will respect your information and will not share it with third parties without your explicit consent, unless required by law. 

We will retain your personal data for as long as you are subscribed to our newsletter or until you ask us to delete your information.

Under the new Swiss Law on the treatment of your personal data and right to privacy, you have the right to access, correct, delete your personal data, and the right to data portability. You also have the right to lodge a complaint with a supervisory authority.

 

More detailed information about our privacy practices can be accessed at the following link (privacy policy), or contacting us directly at privacy@lfgzest.com.

Please accept Purpose C of the Privacy Policy
Please accept Purpose D of the Privacy Policy