The Team Behind the Promise
At Luzzi Wealth Advisory, our strength is our people. While our firm is led by a clear vision, our success is built on the collective talent of a dedicated team of professionals. We bring together diverse expertise in finance, law, global markets, and strategic planning, united by a shared commitment to excellence and a client-first philosophy.
We believe that true value comes from collaboration. Our team works seamlessly to provide a holistic and forward-thinking perspective on your financial life. We are more than the sum of our individual parts; we are a cohesive force, working tirelessly to secure your financial future.
Every member of our team is dedicated to a single purpose: to be your trusted advisor and a reliable steward of your legacy.
Leadership & Vision: Giorgio Luzzi, CEO
This collaborative spirit is guided by the leadership and vision of our CEO, Giorgio Luzzi, who directly oversees all client strategies to ensure the highest standards.
Giorgio’s career is built on a foundation of trust and expertise, honed at leading institutions. After successfully managing a portfolio of over 40 high-net-worth families at Barclays Private Bank in Geneva, he refined his skills in wealth management and private banking at Geneva Asset & Wealth Management SA (an independent Swiss Asset manager regulated by FINMA). He is renowned for his ability to build long-term, trusted relationships and provides comprehensive wealth planning and meticulous portfolio management.
A visionary with a strong entrepreneurial mindset, Giorgio also guides clients in expanding their businesses through M&A and corporate development. Leveraging his extensive global network, he provides access to bespoke credit solutions, from mortgages in Switzerland to Jet/Yacht/Art Financing.
Giorgio holds two master’s degrees—one in Management from Bocconi University and another in Actuarial and Financial Sciences. Fluent in English, French, Italian, and Spanish, he is able to serve a diverse international clientele seamlessly and effectively.
This powerful combination of a unified team and visionary leadership ensures that you have a trusted partner in every financial decision.
