Lugano based Indosuez Finanziaria has acquired 100% shares of Leonardo Swiss, a subsidiary of Banca Leonardo SpA., created in 2013 and specialised in wealth management.
This acquisition, authorised by Finma, was completed at the end of December 2018 and follows the acquisition in April 2018 of Banca Leonardo SpA by Indosuez Wealth (Europe).
Indosuez Wealth Management strengthens and integrates its activities in Lugano by offering clients, entrepreneurs and families a complete and tailor-made range of wealth management solutions thanks to the expertise of around thirty employees present on site.
Indosuez Finanziaria, a subsidiary of Indosuez (Switzerland), is an investment company authorised by finma within the meaning of the CISA.
Founded in 1983, it has been present in Lugano since 1999. Integrated in the management system of the Indosuez Wealth Management Group, it offers investment management and advisory services to private and institutional clients.
Indosuez (Switzerland) is active in the areas of asset management, capital markets, commodity transaction financing, commercial banking and banking logistics.