Colombo Wealth plans an expansion in Zurich and Geneva after completing its combination from two independent asset managers, information obtained by finews.com showed.
Colombo Wealth Management and Heron Asset Management recently decided to merge their businesses and rename the company to Colombo Wealth. A spokeswoman for the firm confirmed the information obtained by finews.com. Colombo Wealth is based in Lugano and combines wealth management and family office services with fund and asset management.
Half a Century of Wealth Management Experience
Colombo Wealth has two branches in Zurich and Geneva, which the company plans to expand in coming months. In 2018, Colombo Wealth hired Donat Joesler for its Zurich bureau and added Amanda Fenwick and Dominik Schimanko a few months ago.
Dario Colombo (pictured above) is the chief executive officer of the merged firm, an entrepreneur and wealth manager with his roots in the Italian-speaking part of Switzerland.
A former manager at Kairos Investment Management, a unit of Julius Baer, joined Colombo in a key capacity as chief investment officer. As such, Alberto Tocchio (pictured below), will oversee the portfolio and fund management team.
Tocchio is known in the industry as an active investor, able to generate a reasonable return even in the most difficult of market conditions.
Mauro Galli, Pierre Hillion and Davide Caratti are the other members of the executive board. Sibylle Peter, a former manager at Aquila, acts as chairwoman of the board of directors.
Luxembourg Stake
Colombo Wealth has 50 members of staff. It combines 50 years of experience of providing its services in wealth management, family office, asset management, financial planning, corporate advisory and tax planning.
Colombo Wealth also has a stake in EC21, a wealth manager based in Luxembourg. The company was founded in 2018 by Colombo, ECP (Luxembourg) and Twenty First Capital.
