Chiasso, Canton Ticino — FINMA F01290346

Portfolio management on your own Swiss account

The account stays in your name, at the Swiss bank you choose. We receive the management mandate, and you see every transaction, from the bank, the moment we do.

How it works Half an hour, let's talk

Today's overview updated 17 min ago

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Gold	4 378.20	+1.05%

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01 — How we work

Six fixed points in the way we work

01You choose the bank

We look for the Swiss bank and the best terms for you, on an account in your name.

02You see every transaction

Transparent, personal management, with online access to follow every transaction in real time.

03Advice you pay for, not products

Independent financial advice and family office services.

04A network at your disposal

Trustees for setting up companies and trusts in Switzerland, gold dealers, law firms and accountants.

05A country that holds steady

The opportunities of a transparent, cooperative, solid and stable country.

06Analysis of the portfolio you already have

If you are thinking of moving it, we read the existing portfolio: current risks, historical returns and costs.

02 — The people

Who you see when you walk in

No call centre, no manager who changes every two years. The same people, in Palazzo Grassi, for years.

Raffaele Camerlingo

Chairman

Nicola Esposito

Chief Executive Officer, head of investments and portfolio management

Walter Valli

General Manager, head of sales, compliance collaborator

Francesco Belloni

Compliance officer, head of digital governance and AI adoption

Mauro Locatelli

Honorary Chairman, financial trustee, supervisor

Gabriele Bacelliere

External advisor, heritage automotive and luxury goods

Marco Locati

External advisor, civil, banking, insurance, commercial and corporate law

Sabrina Numa

External advisor, trusts for personal and corporate wealth

Dorian Cara

External advisor, artworks

03 — Worth reading

Investing in Switzerland, explained

The articles available in this language. The rest of the archive, updated every week, is in Italian.

The 6 benefits of Asset Management in Switzerland with GWAM

Even if nobody tells you, to prevent a logical bank run on Argentine or Greek style, today

Buy gold in Switzerland. Best price gold per gram. Valuation and quotation of gold today. Gold investment. | best price gold per gram

BEST PRICE GOLD PER GRAM I BUY GOLD IN SWITZERLAND AGREES In recent months there has been a boom in requests from gold buyers, some enter gold buyers...

What is the best Swiss bank to open an account?

Are you looking for a valid alternative to the banks you are leaning on today? What is the best Swiss

What are the safest banks in the world?

WHAT ARE THE SAFEST BANKS IN THE WORLD? Thinking of Switzerland as a haven for tax evaders and little more is simply wrong.

Opening a company in Switzerland: 5 evident advantages

The Helvetic country captures their attention for several reasons, the same that we will try

Customer portfolio evaluation, customer portfolio value calculation, customer portfolio analysis and Management the 3 Key points

The professional asset management in Goodwill Asset Management SA creates value over time for your customers and for you, who you can freely consult us...