Logà di Lorenzo Galbiati - Lugano

Now a proud Swiss Citizen as of February 13th, 2023 and holding a Bachelor of Science Degree in Business Administration with a Major in Marketing, Lorenzo worked his way up in the Swiss banking industry since 2008 in several banks like former Bank Sarasin, Société Générale and Bank Aquila where from 2014 to 2016 he was Branch Manager and responsible for Ticino, successfully representing  and positioning the bank and its platform services.

His predisposition to dealing with Swiss Institutional Clients, Family Offices, Independent Asset Managers favored his second phase of career in representing Financial Institutions with their  mutual funds/products/core services while directly promoting their fund managers/brand.

After having worked for two Swiss FINMA Licensed House of Funds (2016-2021) and acquired a large Swiss Institutional client base in all the major Swiss cities, he started in June 2021 his own individual entity promoting a selected and diversified number of mutual funds to his network of Swiss Institutional Clients, External Asset Managers, Family Offices in all the major Swiss cities.

When representing or considering to represent a new fund, Lorenzo takes into account many strategic aspects but prefers to emphasize a special relationship that he wants to build with the fund managers.

Aware that the universe of financial products is immense, Lorenzo knows well that the only successful way in the promotion of financial products are his dedication, ongoing traveling, efficient administrative and contractual support and his personal, passionate approach and communication style.

In December 2021 Lorenzo completed all the obligations (application, knowledge examination, professional insurance, affiliation to an Ombudsman for financial services), fulfilled all the registration requirements and in compliance with the Swiss Financial Services Act (FinSA) Logà is registered into the Swiss client advisor registry of BX Swiss Exchance Group. The Swiss client advisor registry has been licensed by FINMA.

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