Our Story
After years of experience at the top of private banking in global institutions like Barclays in Geneva, our founder, recognized an unmet need in the wealth advisory landscape. While private banks offered a high level of service, their approach was often tied to rigid structures and internal products. The foundation of trust, so critical in any relationship with high-net-worth families, was at risk of being overshadowed by traditional business models.
Driven by an entrepreneurial vision and a firm belief that the future of advisory services must be built on independence, total transparency, and genuinely personalized solutions, Giorgio founded Luzzi Wealth Advisory. Our mission is to fill this gap: to offer the same expertise and excellent service as major banks, but with the flexibility, attention, and transparency that only an independent partner can guarantee.
Today, every action we take is guided by this original vision—to build lasting relationships with our clients based on unwavering trust.
Mission
We specialize in portfolio management, wealth planning, and asset engineering, catering to international clients with discerning expectations.
Our primary focus is your satisfaction. We streamline processes, minimize paperwork, and avoid unnecessary meetings to ensure efficiency.
Your unique needs are at the heart of our approach. We dedicate our time and expertise to delivering personalized solutions.
Our Guiding Principles
At Luzzi Wealth Advisory, our success is built on a foundation of core principles that define how we operate and serve our clients. These are not just words—they are the pillars of our promise to you.
Unwavering Independence
Our firm’s decisions are made swiftly and in-house, completely free from external influence. We operate with a true open-architecture approach, ensuring our solutions are always selected objectively and align solely with your best interests. This commitment to independence guarantees unbiased advice and strategy.
Deep-Rooted Expertise
We offer a full spectrum of wealth and asset management services, including bespoke Family Office solutions. Our comprehensive approach is meticulously tailored to address every facet of your financial needs, ensuring that your portfolio and your plan are in expert hands.
Complete Transparency
We believe in absolute clarity. We provide complete and straightforward visibility into every aspect of our work, from our investment strategies to our fee structures. This commitment ensures you have a clear understanding of your financial picture at all times.
Tailored Solutions
We understand that every client is unique. We never rely on a one-size-fits-all model. Instead, we craft personalized solutions and strategies designed specifically to meet your individual goals and aspirations, reflecting your unique circumstances.