We founded Essedi Asset Management SA in 2005 with the ambition of providing our clients with a comprehensive service that encompasses every aspect of wealth management and planning. Competence, dedication, and passion have led us to develop strong relationships with our clients and our network of national and international partners. It is them who accompany us on our journey day by day, pushing us to always give our best.
We operate in the fields of asset management, family office, and wealth management, with the goal of creating real value for the people who choose to entrust us. Our work is based on a personalized approach, aimed at ensuring their well-being and future. This is why we believe in relationships based on transparency and trust, even in terms of cost control and disclosure. Essedi is audited and FINMA regulated.
Excellence
Our expertise and the experience of our collaborators allow us to always give our best.
Solidity
Our professionalism is the foundation of the reputation we have been able to build over the years.
Synergy
We place great emphasis on relationships and we can rely on a network of trusted partners, both in Switzerland and abroad.
Transparency
Sincerity and openness are the cornerstones of every relationship for us.
Trust
Loyalty and fairness are the foundation of the relationships we establish with our clients.
Certainty
We ensure the security of your future by adopting a prudent and informed approach.
Our Services
Strategic planning, forward-looking management, personalized advice. Our mission is to help you reach your goals and ensure your peace of mind, always looking ahead to the future. With our financial services, family office, and wealth management, we aim to assist you in every aspect related to the administration of your wealth and well-being. Thanks to a strategy focused on risk management and constant monitoring of market trends, we are able to ensure optimal returns for your investments, both for long-term preservation and growth of your wealth.
ASSET MANAGEMENT
Tailored wealth management, based solely on your performance and risk tolerance needs: our goal is to define and implement a plan with you focused on preserving and growing your wealth over time. Our proven experience in the field and a wide network of trusted partners complete the picture, ensuring our independence and professionalism.
FAMILY OFFICE
With our family office, we aim to go beyond traditional wealth management. We want to be by your side, taking care of every aspect of wealth planning for you. From asset allocation, taxation, succession planning, to property management: we aim to assist you with comprehensive advice in all areas of asset administration. To ensure you always receive a thoughtful and competent approach, we rely on a network of trusted experts in various fields.
WEALTH MANAGEMENT
We take care of your well-being from every perspective. We plan your future with you and navigate the present together to allow you to make the most of it. That’s why we don’t limit ourselves to managing your wealth, but also assist you in choosing sustainable and tailored pension and insurance solutions. And we don’t stop there. From managing your art collection to organizing business trips and vacations, with our wealth management service, we support you in every aspect of your life.
FUND MANAGEMENT
With significant knowledge of the industry, we offer our wealth of experience in fund management. We always act with a conservative approach, aimed at providing investors with security and stability. This allows us to balance risks and opportunities effectively, while remaining true to our mission and values. With our fund management service, we primarily cater for Variable Capital Investment Companies in need of in-depth strategic advice.THE TEAM
Michele Di Bona has been a partner of Essedi since its foundation in 2006. Previously, he gained extensive experience in the securities brokerage sector. He worked as a collaborator at the Leonzio-Combi atockbroker firm and as an attorey at the Milan Stock Exchange. Later, he took on roles as a partner and order collection manager at Danubio Sim, as a management manager at ABP Gefimo Sim, and as an order collection manager at Alisei Sim. He graduated in law in Milan, then obtained a specialization in banking and financial law. In February 2020, he earned a degree in psychology.
Mario Zanotti, born in 1964, joined ESSEDI as a partner in 2023. Mario brings with him extensive experience in the financial sector, particularly in overseeing and managing clients in the Private Banking industry. Previously, he served as Vice Director at DF AAA Ltd, Vice President at Clariden Leu, and was in charge of private clientele at SG Rüegg Bank SA. He also worked as a financial consultant at Banco di Lugano.
After completing his law studies at the University of Geneva, Massimo Taddei began his banking training at UBS Lugano and Zurich as a financial consultant. Throughout his career, he reached the position of director at some major banks in the Ticino area. In 2001, he obtained the cantonal authorization as a financial trustee and in 2010, he became the managing director at a well-known fiduciary company in Lugano. With over 35 years of experience in the financial field, in 2021 he joined the Essedi team.
Ana Radat joined our team in 2012, initially as an assistant to management. Holder of a Master's degree in Banking and Finance from the University of Lugano, she began her professional journey at Raiffeisen Bank in Stabio, later holding the position of administrative manager in a real estate company. Since 2016, she has been working as a financial trustee at Essedi.
Isabella Marra has over 15 years of experience in the Swiss banking sector, with expertise in both wealth management and private banking. Previously, she worked as a Consultant at Ambrosetti, The European House in Milan, on projects involving strategic, organizational, and risk management consulting for major Italian groups in the banking and insurance sectors. She graduated in Philosophy in Milan and earned a Master's in Management from the University of California.
Tommaso Carbonin obtained a bachelor's degree in Economics and Management from Bocconi University and a Master's in Finance from ESADE Business School. In 2023, at the young age of 23, he joined the Essedi team as a Portfolio Manager and Analyst, where he is responsible for financial product analysis and portfolio management.
Arturo Rossi earned a Bachelor's degree in Business Administration from the University of Catania and is now completing his Master's in Finance at ESSEC Business School. In 2024 he joined the Essedi team as a Junior Analyst. His role involves contributing to the analysis of financial products, alongside providing support in portfolio management activities.
In addition, we rely on the support of a management team, consisting of a stock market manager, a bond market manager, and a fund selection manager. These expert figures assist us with competence and professionalism in our daily activities.
Our Partners
Our carefully selected partners stand out for their reputation and reliability. Thanks to a network of strong and trust-based relationships, we guarantee you all the peace of mind you need.
Other Collaborations
In estate planning, it is important not to leave anything to chance. Being able to rely on trusted and experienced partners is the best way to start thinking about your future.
Contact us for an initial introductory meeting. Our collaborators are at your disposal to discuss your needs with you and propose personalized solutions
VIA FERRUCCIO PELLI, 13B - 6900 LUGANO
+41 (0)91 252 03 05
