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About Us

    Patrimony 1873

  1. Wealth management company controlled by the EFG Group and supervised by FINMA, the securities markets supervisory body

  1. Offering a wide range of investment and wealth management solutions with a focus on risk management

  1. Head office in Lugano and offices in Zürich

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2012

The Year Patrimony Was Founded

37

Number of Employees

4.7

CHF/B Assets Under Management/Administration

Our History

21 January 2012

Foundation

Patrimony 1873 is founded in Lugano by a group of BSI SA executives to implement its vision of the evolution of Swiss wealth management.

23 July 2012

FINMA Licence

Patrimony becomes a FINMA-licenced securities dealer.

27 June 2017

Second Office

Patrimony 1873 opens new facilities in Zurich’s Bahnhofstrasse.

05 July 2018
New Head Office

Patrimony 1873 inaugurates its new headquarters office in Lugano in the famous Palazzo Albrizzi.