LFG+ZEST Information

LFG+ZEST, authorized by FINMA, represents a pinnacle of wealth and fund management excellence in Switzerland. A strong center of competence in the LATAM market and registration in Ontario, Quebec, and Saskatchewan allow us to provide advisory services to Canadian investors and underscores our expansive and multifaceted approach to wealth management. Within our wealth management offering, we provide tailored discretionary portfolio management and advisory services. In terms of fund management solutions, we specialize in structuring and managing investment funds and vehicles, serving both retail and professional investors and offering access to sophisticated investment strategies across diverse asset classes, sectors, and geographical regions. Our extensive network of partnerships further enables clients to access customized multi-jurisdictional services, covering private wealth management, family succession, real estate, M&A, governance consultancy, and impact investing.