Francesco Rota: founder and CEO
Active in the wealth management sector for over two decades, with a solid academic background acquired in Italy and a great passion since childhood for participating in active sports.
Throughout his professional career, he has devoted himself to developing management and reporting methodologies for the management of large family fortunes, having had the opportunity to work side by side with leading specialists in the sector.
The decision to operate out of Lugano was motivated by a seasoned awareness of the importance of having access to a wide and well-articulated spectrum of instruments and solutions – which the Swiss financial services sector offers – in order to provide a personalized and efficient family office service.