Independent Wealth Management From Lugano –
Rooted in Swiss Values and Focused on Your Long-Term Success
Swiss Independent Wealth Manager in Lugano -
FF Marcuard SA
Client-Focused Advice Rooted in Swiss Independence
Founded in 2010 by Fiorello Lorenzo Fiore, a seasoned private banking expert with over 30 years of experience, FF Marcuard SA stands for trust, continuity, and truly independent advice.- ✓ 100% Independent
- ✓ FINMA regulated
- ✓ Based in Lugano
We listen with care, plan with independence, and deliver lasting Swiss wealth solutions.
Why Clients Trust Our Independent Wealth Management in Lugano
01 Swiss Regulated
FF Marcuard SA is authorised and supervised by FINMA, operating with full legal transparency and Swiss regulatory reliability.
02 Based in Lugano
Located in the heart of Lugano’s financial district, we combine Swiss stability with Italian-speaking client proximity and cross-border insight.
03 Truly Independent
We offer fully independent wealth advice – free from retrocessions, product commissions or external incentives – aligned solely with your goals.
Our Founder – Vision Built on Independence
FF Marcuard SA was founded in 2010 by Fiorello Lorenzo Fiore, a Swiss private banker with over 30 years of experience in senior roles at leading international financial institutions. His vision was clear from the outset: to create a truly independent wealth management firm – free from product constraints, built on trust, and rooted in Swiss discretion and entrepreneurial clarity.
Built on Trust and Continuity
Over the years, his values have shaped a distinct advisory culture: one that prioritises client interests over short-term incentives and believes in the strength of long-term relationships.
Today, this philosophy is carried forward by a new generation of partners – Luca Catena, Patrick Raith, and Monika Bene – who continue to uphold the founding values while responding to the needs of a changing, cross-border world. Together, they ensure that FF Marcuard SA remains a reliable and independent partner for international families, entrepreneurs, and future generations.
Wealth advice must be personal, independent and built on trust.
Wealth Management Services
01 Discretionary Portfolio Management
Tailored investment strategies managed on your behalf – with discipline, transparency and alignment to long-term objectives.
02 Advisory Investment Mandates
You stay involved in decisions while benefiting from independent advice, market insights and continuous risk assessment.
03 Cross-Border Structuring
Solutions designed for internationally mobile clients facing complex tax, reporting and jurisdictional considerations.
04 Succession & Estate Planning
We help structure wealth transfers across generations with foresight, sensitivity and legal clarity.
05 Tax-Efficient Wealth Strategies
Our planning optimises after-tax returns while respecting applicable regulations across borders.
06 Risk & Liquidity Management
We ensure access to liquidity and capital preservation through diversified, scenario-tested risk management tools.
Our Team of Trusted Professionals
Fiorello Lorenzo Fiore
Luca Catena
Patrick Raith
Monika Bene
Paola Della Vedova
Arianna Vigo
Alessandra Fiore
Flavio Mazzoni
Patrick Stauber
“We believe wealth management is not a transaction — it’s a lifelong relationship built on transparency, listening, and tailored advice.”
Independent Wealth Management –
Rooted in Lugano, Connected Globally
FF Marcuard SA is an independent Swiss wealth management firm based in the Italian-speaking part of Switzerland. This location offers regulatory stability, cross-cultural insight, and seamless global accessibility. From Lugano, we serve clients locally and internationally, combining the personal service of a boutique Swiss private bank with expertise in cross-border investment and wealth structuring.
Strategic Partnerships
We operate as part of a global partnership ecosystem with:
- Marcuard Heritage – a global wealth advisory firm with offices in Zurich, Singapore, Limassol, and Abu Dhabi, providing international wealth planning and family office services.
- Alpinum Investment Management – an institutional asset manager based in Zurich, focused on credit strategies and alternative investments for professional clients.
- Atlantis Marcuard – an independent wealth management firm based in Geneva, delivering personalised portfolio services and long-term financial planning.
These long-term alliances allow us to provide comprehensive portfolio management and international wealth strategies while remaining agile, independent, and client-focused.
Swiss Stability, International Reach
Our structure delivers Swiss-based trust and continuity with international scope – ideal for high-net-worth individuals and families seeking clarity, discretion, and long-term value.
The FF Marcuard Advantage
At FF Marcuard SA, independence is more than a legal label – it is our operational principle. Free from any affiliation with banks or product providers, we are accountable only to our clients. This freedom enables us to provide advice without a conflict of interest, to focus on long-term wealth preservation, and to offer strategies that are fully aligned with individual goals.
Our location in Lugano connects Swiss financial stability with international reach, while our team’s cross-border expertise ensures clarity in complex regulatory environments. Above all, we maintain a culture of discretion, continuity and personal service – a rare combination that defines the actual value of independent wealth management today.
It means that we are free from banks or product providers and act exclusively in the interest of our clients – with no sales incentives or product conflicts.
Yes. FF Marcuard SA is authorised and supervised by FINMA, the Swiss Financial Market Supervisory Authority, ensuring full compliance and regulatory oversight.
We work with individuals, families and entrepreneurs who seek long-term, personal and discreet wealth management – often across generations.
We see wealth management as a long-term partnership built on trust, continuity and shared values. It’s not about timing the market, but about preserving and growing wealth over generations.
We act purely on your behalf. No product sales, no internal quotas, no pressure. Just aligned interests and long-term advice based on trust and continuity.
Simply contact us. We usually begin with a confidential conversation to understand your needs, values and objectives. If we’re a good fit, we build from there.
True independence means putting clients first – not just in principle, but in practice.
Partner with FF Marcuard SA
At FF Marcuard SA, experienced private bankers and relationship managers find the freedom to serve their clients independently, with full entrepreneurial autonomy, regulatory certainty, and lasting continuity.
Our platform is built for professionals who value discretion, independence, and long-term client relationships. As a FINMA-regulated Swiss wealth manager, we offer the structure and reputation to grow your practice on your terms, without product pressure or retrocessions.
If you’re seeking a truly independent environment to build enduring value with your clients, we welcome a confidential conversation.