Independent Wealth Management –
Rooted in Swiss Values and Focused on Your Long-Term Success
Swiss Independent Wealth Manager in Lugano -
FF Marcuard SA
FF Marcuard SA is an owner-managed Swiss wealth management firm based in Lugano. We are fully regulated by FINMA and operate with a clear commitment to independence and client focus. Our team specialises in bespoke investment strategies for high-net-worth individuals and families. Thanks to our independent model, client interests always come first. We avoid product bias, focus on long-term results, and stay grounded in Swiss values such as discretion, stability, and entrepreneurial thinking.
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
"As an independent wealth manager based in Lugano, Switzerland, we work with trusted Swiss and international custodians – selecting the best fit for each client. Our strategies are built for the long term – not for product sales."
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, Swiss regulatory reliability, and a strong commitment to independent wealth management.
02 Based in Lugano
Based in Lugano’s financial centre, we unite Swiss banking stability with Italian-speaking client proximity and cross-border understanding for long-term international relationships.
03 Truly Independent
We provide independent wealth advice – free from retrocessions, product commissions or external incentives – always aligned with your interests and long-term financial goals.
Our Founder – Vision Built on Independence
FF Marcuard SA was founded in 2010 by Fiorello Lorenzo Fiore, a Swiss private banker with more than 30 years of experience. He held senior positions at leading international financial institutions. From the start, his vision was clear: to build a truly independent wealth management firm. One that is free from product constraints, built on trust, and rooted in Swiss discretion and entrepreneurial clarity.
Built on Trust and Continuity
Over time, his values shaped a distinct advisory culture. It puts client interests ahead of short-term incentives and believes in the strength of long-term relationships.
Today, this philosophy continues through a new generation of partners – Luca Catena and Patrick Raith. They not only uphold the firm’s founding values, but also adapt to the needs of a changing, cross-border world. Together, they ensure FF Marcuard SA remains a trusted and independent partner for international families, entrepreneurs, and future generations.
"True wealth management must be personal, independent and grounded in trust – tailored to each client’s long-term needs and never driven by external incentives or short-term products."
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
Robin Candreia
Paola Della Vedova
Tamara Gagliano Cavadini
Arianna Vigo
Alessandra Fiore
Flavio Mazzoni
Patrick Stauber
“We believe wealth management is not a transaction – it’s a lifelong relationship built on listening, trust and transparency. As an independent firm in Switzerland, we put our clients’ interests first – always.”
Independent Wealth Management –
Rooted in Lugano, Connected Globally
FF Marcuard SA is an independent Swiss wealth management firm based in the Italian-speaking region of Switzerland. Our location offers regulatory stability, cross-cultural perspective, and global accessibility. From Lugano, we serve clients locally and internationally. We combine the personal approach of a boutique Swiss private bank with expertise in cross-border investment and long-term wealth structuring.
Strategic Partnerships
We operate within a global network of trusted partnerships. Together, these firms extend our reach and enhance our expertise in international wealth management and long-term portfolio solutions.
- Marcuard Heritage – a global wealth management firm with offices in Zurich, Singapore, Limassol, and Abu Dhabi. They specialise in international wealth planning and family office services.
- Alpinum Investment Management – an institutional fund manager based in Zurich. The firm focuses on credit strategies and alternative investments for professional clients.
- Atlantis Marcuard – an independent wealth management firm based in Geneva. They offer personalised portfolio services and long-term financial planning.
These strategic alliances enable us to offer comprehensive wealth strategies while staying agile, independent, and fully committed to client success.
Swiss Stability, International Reach
Our independent structure offers Swiss-based trust and continuity. At the same time, it provides the flexibility to support international clients. This is 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 term – it is how we operate every day. We are free from any affiliation with banks or product providers. As a result, we are accountable only to our clients. This independence allows us to offer advice without conflicts of interest. It lets us focus on long-term wealth preservation and provide strategies that match each client’s specific goals.
Our base in Lugano connects Swiss financial stability with international accessibility. At the same time, our team’s cross-border expertise brings clarity to complex regulatory environments. Above all, we maintain a culture of discretion, continuity, and personal service – a rare combination that defines the true value of independent Swiss wealth management today.
1. What does it mean to be an independent wealth manager in Switzerland?
This means we are fully independent from banks and product providers. We act solely in the interest of our clients – without sales incentives or product conflicts.
2. Is FF Marcuard SA regulated by FINMA?
Yes. FF Marcuard SA is authorised and supervised by FINMA, the Swiss Financial Market Supervisory Authority. This ensures full regulatory oversight and ongoing compliance with Swiss financial standards.
5. How is your service different from a private bank?
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.
3. What kind of clients do you typically serve?
FF Marcuard SA works with individuals, families and entrepreneurs who seek long-term, personal and discreet wealth management – often across generations.
4. How do you define long-term wealth management?
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.
6. How do I become a client?
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.