Veco Multi Family Office SA

Overview

VECO Group SA describes itself as a private, independent multi-family office founded in Lugano in 1973. The group develops individually tailored plans for private, entrepreneurial, and corporate clients.¹

VECO reports more than 1,000 clients representing 20 nationalities, more than 70 collaborators worldwide, and relationships with 30 banks across 8 jurisdictions.²

History

Roberto Verga founded Fiduciaria Verga on 3 October 1973 and now serves as VECO Group’s honorary president. VECO Invest SA was established in 1988 as the group’s asset-management company.³⁴

The group expanded its operations with a Zurich presence in 2007, VECO Immobiliare SA in 2008, BlueStar Investment Managers SA in 2016, VECO Trustee SA in 2017, and a Locarno presence in 2023.⁴

Timeline

1. 1973VECO Group SA describes itself as a private, independent multi-family office founded in Lugano in 1973.
2. 1988VECO Invest SA was established in 1988 as the group’s asset-management company.
3. 2007The group expanded its operations with a Zurich presence in 2007, VECO Immobiliare SA in 2008, BlueStar Investment Managers SA in 2016, VECO Trustee SA in 2017, and a Locarno presence in 2023.

Leadership

Stefano Fiala is CEO of VECO Group and VECO Invest SA, as well as president of BlueStar Investment Managers SA. Davide Verga is president of VECO Group.⁵

Services

VECO’s business consultancy services include Swiss and international taxation, relocation and overseas-office setup, restructuring and mergers and acquisitions, corporate services, treasury management, and real-estate administration.¹

Private and family services include trusts and asset protection, tax assistance and optimization, residence-change projects, asset management, real-estate brokerage, and art advisory.¹

Asset-management services include financial advice, investment strategies, consolidated financial reporting, risk monitoring, proprietary investment funds, corporate treasury management, and institutional investments.¹

VECO Invest SA provides portfolio management, personalized financial advice, support for multiple-bank relationships and consolidated reporting, monitoring, and due diligence.⁶

BlueStar Investment Managers SA specializes in investment management and institutional consulting. Its activities include investment-fund management, macroeconomic and thematic analysis, and third-party fund selection.⁷

BlueStar Investment Managers SA in Lugano appears on FINMA’s authorised-institutions list as an authorised manager of collective assets.⁸ VECO Invest SA in Lugano appears on FINMA’s list of asset managers and trustees as an asset manager supervised by AOOS.⁹

What the firm offers

• Investment management
• Tax planning
• Trust and fiduciary
• Administration and bill pay
• Cross-border planning

Client focus

VECO says its clients include private individuals, entrepreneurs, philanthropists, commercial companies, and Swiss, Italian, European, and international clients.¹⁰

Approach

The group presents its work as individually tailored, coordinating advisory, wealth-management, fiduciary, corporate, tax, real-estate, and investment services around each client’s circumstances.¹

FAQs

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Sources

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.