When the culture
of excellent services
makes the difference
FF Marcuard SA, Via Nassa 56, 6900 Lugano, Switzerland
FF Marcuard SA
FF Marcuard SA was founded in 2010 by Fiorello Fiore, a Swiss banker with many years of experience in management, financial advising and building client relationships that span generations. Believing there was a better way to serve clients. The entrepreneur started a visionary wealth management company in partnership with Marcuard Heritage, since both reflect the same convictions.
Meanwhile, being a Swiss Financial Market Supervisory Authority (FINMA) regulated company, FF Marcuard SA still follows its ancient principles. The company aims to be the ideal partner for wealthy individuals and families, leveraging many years of knowledge and expertise in investment management besides providing independent advice and stability.
We listen to you, plan with you, and deliver to you.
Wealth Management is a comprehensive approach to help you and your family achieve financial goals in life.
In collaboration with Marcuard Heritage and our team of specialists with proven experience in various financial fields, we develop tailor-made best-in-class investment strategies to meet our client’s individual needs.
We specialize in hands-on investment strategies. As a wealth manager, we combine best-in-class products and proactive risk management to create solutions to avoid sharp drawdowns and maintain consistent, long-term growth. With our success tied directly to yours, it’s in our self-interest to always act in your best interest.
Our experts review your portfolio regularly to ensure that your financial objectives are being met and as your needs and markets evolve, we adjust the plan accordingly.
Interest of client first
FF Marcuard has been guided by fundamental principles that still shape our organisation today.
We take the time to listen to you to understand your goals. Our relationship with you is completely transparent and is based on trust and mutual respect so that together we can achieve the desired long-term financial targets.
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FF Marcuard SA
Besides a team of over 60 experts based on our collaboration with Marcuard Heritage, a loyal Lugano based team of wealth experts with many years of global financial industry expertise stands at the helm of our success.
Our collective knowledge and expertise working in small and large organisations enable us to handle all matters, regardless of complexity, confidently. We partner with you to protect, grow and control your wealth.
Fiorello Lorenzo Fiore
He was with Credit Suisse from 1977 to 2010, where he occupied various executive positions as Managing Director. From 1999 to 2003, he was responsible for Private Banking, International Client Italy, within the branch of Chiasso. As of 2004, he has been in charge of the International Client Italy for the region of Lugano. In 2009 he was appointed Head of HNWI International Clients for the branches Lugano and Chiasso, which were subsequently, in 2010, also followed by Locarno.
In 2010 he founded FF Marcuard SA in Lugano.
Fiorello’s educational background includes the Swiss National Diploma AFC in commerce augmented by numerous highly focused courses in finance in Switzerland and abroad. Beyond his mother language Italian, he is fluent in English, French and German.
Luca worked for over 21 years at Credit Suisse.
Since 2004, he has been active in Private Banking International at the Lugano Branch as Senior Relationship Manager for HNWI and UHNWI clients. Luca also had the opportunity to access the Internal Development Program: an important Cross Divisional Talent Program, which gave him a deep insight into the reality of a universal and international bank. During his training, he worked for almost a year abroad (London, Singapore, Zurich and Milan) and in the bank’s primary areas (Investment Banking, Asset Management and Private Banking).
In July 2022, he joined FF Marcuard SA as Relationship Manager and deputy CEO.
Luca obtained the title of Business Economist at the “Scuola Universitaria Professionale della Svizzera Italiana (SUSPI)” in 2007. Over the years, he has furthered his economic-financial education by obtaining the following licenses and certifications:
– Certified Wealth Management Advisor, CWMA
– Certified International Wealth Manager, CIWM
– Certified International Investment Analyst, CIIA
– Certified Expert in Finance and Investment, Federal Diploma
– Financial Analyst and Wealth Administrator, Federal Diploma
– Certificate of Advanced Studies (CAS/SUPSI) in Tax Law
He speaks Italian, English, French and has a good knowledge of German.
Paola Della Vedova
Ms Paola Della Vedova has more than 20 years of experience in Internal Audit and Compliance, working for some banks, including EFG Bank, Lugano and a few Wealth Management Companies, including Kairos Partners.
She has a master degree in economics and an Executive Master in Compliance Management.
In addition to Italian (mother language), she is fluent in English and French.
Manuela Dalpozzo worked for 30 years at Credit Suisse Lugano. She started her activity in 1985 at the “Trade Desk”, then she went over to the Asset Management team. She continued her professional career as an Executive Assistant for Spanish, South American and finally Italian clients. In 2014 she joined FF Marcuard Marcuard SA, Lugano, as Assistant Relationship Manager.
In 1989 Manuela obtained the Professional Ability Certificate. In the mid 90’s she followed the training as an Aspiring Relationship Manager, successfully passing the final exam. She preferred to continue in the role of Executive Assistant, obtaining the certification as Assistant Relationship Manager.
Manuela speaks Italian, has sound language knowledge of French, German, Spanish and English.
After completing her studies at the University of Zurich, Alessandra worked as an intern at EY Zurich, at the swiss competition commission in Bern and as a junior associate with Kellerhals Carrard in Lugano.
In 2017 she was admitted to the bar and in 2018 joined Dextra Rechtsschutz, Zurich as a lawyer.
From 01.04.2022 has joined FF Marcuard SA as a member of the board of directors and secretary.
Alessandra studied law at the University of Zurich and Keio University in Tokyo. She obtained the title “Master of Law” in 2015.
In December 2017, Alessandra passed the bar exam.
She is fluent in Italian, German, English and French.
He has worked in various professional sectors (since 1980), starting as an internal auditor and then in management roles for medium and large international groups. Since 1990 he has been active in the Swiss fiduciary sector, gaining recognised experience in corporate and tax consultancy.
He has spent the last 22 years working for one of the most important fiduciary companies in Switzerland, distinguishing himself as a manager with outstanding qualities and as a member of the Board of Directors of several companies and foundations. Since 2019, he has been a member of the Board of Directors of FF Marcuard SA.
Flavio obtained his diploma of accountant and commercial expert in 1973. He also holds a diploma as an analyst and programmer from EDP Zurich. Throughout his professional career, he has always been keen to keep up to date. He has attended several courses in administration, accounting and compliance, as well as a course in tax law at SUPSI. Her mother tongue is Italian, she speaks and writes fluently in English, French and Spanish and has a good knowledge of Portuguese.
Before joining Marcuard Heritage AG, Patrick was a managing partner of a Swiss independent wealth manager and member of the Board of various investment fund vehicles. From 1996 to 2006, Patrick played a pivotal role at Morgan Stanley in Zurich and London. Previously, Patrick spent six years at Citicorp Private Bank, Zurich and Citibank NA in London after completing an apprenticeship at Bank Leu AG.
Patrick’s educational background includes a degree in business administration. He is a certified Six Sigma Black Belt and fluent in German, English and conversational in French.
Local presence, global competence
FF Marcuard, as a partner of Marcuard Heritage Group, founded 2003, has access to an international wealth management presence.
This partnership allows us to better respond to the increased needs of our clients, as well as the new and increasingly complex regulations governing the international financial world. Our partners are an integral part of our approach to delivering value to you and your families.