Ceresio Investors, a Swiss financial group owned by the Italian-Swiss Foglia family, which has been active in the financial world for over 100 years, has acquired Lagom Family Advisors, a company based in Chiasso. The transaction was conducted through the parent company, Banca del Ceresio in Lugano, according to finewsticino.ch.

Founded in 2017 by Alida Carcano (also the General Manager of BG Valeur in Lugano) and Severino Pugliesi, Lagom Family Advisors is a multi-family office specializing in consolidation, analysis, and wealth advisory services for a select group of families.

Independence of Judgment

This acquisition aligns with Ceresio Investors’ strategy of offering clients services across Switzerland and Italy, including wealth management, structuring and consolidation of complex assets, corporate advisory, and investment banking.

Gabriele Corte, Ceresio Investors (Image: CI)

«At Ceresio Investors, independence of judgment is paramount. Therefore, we are especially pleased to share these values with Lagom Family Advisors and meet the diverse needs of our clientele,» said Gabriele Corte, Executive Board Member of Ceresio Investors and CEO of Banca del Ceresio.

Banca del Ceresio was advised on the transaction by Fiduciaria Mega’s legal and tax team, with partners Stefano Grisanti and Alessandra Balerna; Lagom Family Advisors received counsel from the law firm Studio Legale Lucheschi Mascheroni.

Severino Pugliesi, Lagom Family Advisors (Image: LFA)

«We are confident that this partnership will not only enhance our ability to deliver high-quality, personalized services and care to the families that place their trust in us but also significantly expand our solutions, expertise, and technical and professional capabilities,» said Pugliesi, who will remain in his role as CEO.

Ceresio Investors have significantly expanded both personnel and operations over the past 12 months, as previously reported by finews.ch.