Legacy CAM is a private and fully independent Consulting and Asset Management firm.
For the long term
The primary objective of its founders is to position itself for the the long term alongside its clients, to support them in defining an integrated process that protects and enhances their assets, in line with their goals and ideals, for the benefit of their current needs and those of future generations.
Trusted Partners
Legacy CAM's significant relationships with a number of prominent and influential families, and the global network of banks and investment boutiques built over time by the partners, help distinguish Legacy CAM as a trusted partner.
With efficiency and quality
The experience and DNA of Legacy CAM and its partners dictate efficiency and quality, ensuring transparency to its clients and strict confidentiality of the information entrusted to it.
Strategic Analysis
Working alongside our clients by applying a totally independent approach, we are able to interpret their needs and provide targeted recommendations.
Comprehensive view of assets held in various banking institutions, as well as illiquid assets such as business assets, works of art and other valuable assets.
Analysis and optimisation of the overall strategic allocation, its risks, opportunities and costs.
Recommendations for optimal positioning in relation to the objectives and wishes of customers.
Investments
Based on decades of experience in financial analysis as well as in fund and portfolio management, we can propose and implement customised solutions to build resilient portfolios that compose returns from different sources, across public and private markets.
Direct management of liquid and traditional assets with efficient and cost-controlled strategies.
Structuring, analysing and managing hedge fund portfolios (new and existing).
Structuring and analysis of private market (new and existing) and direct investments.
Family Governance
Every family is unique and therefore it is important to understand its history, values and heritage. The family should define a long-term vision of its structure and strategy for the future, not only considering the current family structure and stakeholders, but also future generations.
With the help of internationally recognized experts for their expertise in Family Governance, we support our clients in developing an effective governance structure that maintains family harmony, allows the management and conservation of common assets and the realization of family projects.
Philanthropy & Impact
Philanthropy is something very emotional. It is something you do, not because you have to, but because you want to. Therefore, it is very important to plan correctly - from defining a relevant vision and mission to choosing the right approach and strategy.
Thanks to the strong experience gained both privately and through years of professional activity, we assist our clients in the analysis of their current philanthropic projects and in the definition of future ones.
Alongside philanthropy, we help clients find investments that have a dual value, financial performance and social impact.
Legacy CAM SA is a company authorised and regulated by FINMA.
© LEGACY CAM 2022
Company
Legacy CAM is a private and
fully indipendent Consulting and Asset Management firm.
FOR THE long term
The primary objective of its founders is to position itself for the the long term alongside its clients, to support them in defining an integrated process that protects and enhances their assets, in line with their goals and ideals, for the benefit of their current needs and those of future generations.
Trusted Partners
Legacy CAM’s significant relationships with a number of prominent and influential families, and the global network of banks and investment boutiques built over time by the partners, help distinguish Legacy CAM as a trusted partner.
WITH EFFICIENCY AND QUALITY
The experience and DNA of Legacy CAM and its partners dictate efficiency and quality, ensuring transparency to its clients and strict confidentiality of the information entrusted to it.
Strategic Analysis
Working alongside our clients by applying a totally independent approach, we are able to interpret their needs and provide targeted recommendations.
Comprehensive view of assets held in various banking institutions, as well as illiquid assets such as business assets, works of art and other valuable assets.
Analysis and optimisation of the overall strategic allocation, its risks, opportunities and costs.
Recommendations for optimal positioning in relation to the objectives and wishes of customers.
Investments
Based on decades of experience in financial analysis as well as in fund and portfolio management, we can propose and implement customised solutions to build resilient portfolios that compose returns from different sources, across public and private markets.
Direct management of liquid and traditional assets with efficient and cost-controlled strategies.
Structuring, analysing and managing hedge fund portfolios (new and existing).
Structuring and analysis of private market (new and existing) and direct investments.
Family Governance
Every family is unique and therefore it is important to understand its history, values and heritage. The family should define a long-term vision of its structure and strategy for the future, not only considering the current family structure and stakeholders, but also future generations.
With the help of experts internationally recognised for their expertise in Family Governance we support our clients to develop an effective governance structure that maintains family harmony, enables the management and preservation of common assets and the implementation of family projects.
Philanthropy & Impact
Philanthropy is something very emotional. It is something you do, not because you have to, but because you want to. Therefore, it is very important to plan correctly – from defining a relevant vision and mission to choosing the right approach and strategy.
Thanks to the strong experience gained both privately and through years of professional activity, we assist our clients in the analysis of their current philanthropic projects and in the definition of future ones.
Alongside philanthropy, we help clients find investments that have a dual value, financial performance and social impact.
Contacts
Legacy CAM SA
Via Pretorio 9
CH-6900 Lugano
Authorisations and supervisory bodies
© legacy cam 2022