Swisspath AG

Overview

Swisspath serves established clients and active entrepreneurs through national and international offices. The firm provides comprehensive wealth solutions for bankable and non-bankable assets, integrating investment, planning, and advisory capabilities.²

Leadership

The team includes Alessandro Lardi, Group Chairman; Monica Guelmani, CEO; Raquel Cambon, Chief Financial Officer; Philippe Bächli, Head Legal & Compliance and Attorney-at-Law; Gianpiero Raffa, Chief Investment Officer; and Beat Blanz, Managing Director Consulting.³

Services

Swisspath provides personalized wealth planning, management guidance, and advice on complex financial, tax, and asset-management matters. Its trust services support intergenerational wealth transfers through an in-house FINMA-licensed trustee or trusted external providers.⁴

The firm describes its capital business as independent and FINMA licensed, using an open architecture model to develop customized investment strategies across liquid and private markets. It also advises private equity clients on formation, structuring, and financing.⁵

Swisspath’s specialist yachting offering covers brokerage, charter services, yacht management, build supervision, fiscal advisory, and financing.⁶

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Private and alternative investments
• Cross-border planning

Client Focus

Swisspath works with established clients and active entrepreneurs seeking tailored, comprehensive wealth solutions. Its services are designed to coordinate investment management, legal and tax expertise, wealth planning, trust services, private equity advice, and other specialist needs.⁷

Approach

Swisspath says its work is guided by integrity, honesty, trustworthiness, competence, transparency, and accountability. The firm places client interests at the center of its approach.⁸

FAQs

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Sources

1. Swisspath About
2. Swisspath
3. Swisspath Team
4. Swisspath Services
5. Swisspath Services
6. Swisspath Services
7. Swisspath
8. Swisspath About

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.