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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LFA

LUGANO FINANCIAL ADVISORS S.A., CRD 152864

LUGANO - TICINO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2672245-ce5c-8214-fa24-4bc2244dd44c

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Mar 12, 2012 to Aug 24, 2026
37 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-08-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $570M
Private client RAUM: $1.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.1Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 302
Individual clients: 145
High net worth clients: 155
SEC number: 801-71074
CRD: 152864
Filings on the tape: 37
First filed: Mar 12, 2012
Latest filed: Aug 24, 2026
Organised: Corporation

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
FRANCESCO BERNASCONI	n/a	LUGANO - TICINO	13	17	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Borghesi, Massimo	CHIEF INVESTMENT OFFICER (CIO)	Na	yes	04/2026	Aug 24, 2026	Aug 24, 2026
LFG HOLDING SA	Owner	E	yes	01/2011	Aug 24, 2026	Aug 24, 2026
Panza, Paolo	SENIOR RELATIONSHIP MANAGER	Na	yes	09/2018	Aug 24, 2026	Aug 24, 2026
BERNASCONI, FRANCESCO	Shareholder	C	yes	01/2011	Mar 12, 2012	Oct 28, 2024
BILAND, WALTER, WILLI	SENIOR RELATIONSHIP MANAGER	B	yes	07/2023	Jul 5, 2023	Oct 28, 2024
Mango, Edoardo, Michele	CHIEF INVESTMENT OFFICER (CIO)	Na	yes	07/2023	Jul 5, 2023	Oct 28, 2024
SPELLINI, SIRO, DANTE SILVIO	Shareholder	C	yes	01/2011	Mar 12, 2012	Oct 28, 2024
Ahonen, Tuomas	RELATIONSHIP MANAGER ADVISOR	Na	no	09/2025	Aug 24, 2026	Aug 24, 2026
Borradori, Patrick	RISK MANAGER	Na	no	09/2024	Aug 24, 2026	Aug 24, 2026
Casillo, Monica	CHIEF COMPLIANCE OFFICER	Na	no	01/2018	Aug 24, 2026	Aug 24, 2026
De Marco, Riccardo	PORTFOLIO MANAGER	Na	no	08/2025	Aug 24, 2026	Aug 24, 2026
Hasler, Mathias	SENIOR RELATIONSHIP MANAGER	Na	no	07/2023	Aug 24, 2026	Aug 24, 2026
Kempf, Adrian	SENIOR RELATIONSHIP MANAGER	Na	no	07/2023	Aug 24, 2026	Aug 24, 2026
Örn, Philip	INVESTMENT ADVISOR	Na	no	08/2026	Aug 24, 2026	Aug 24, 2026
Schefer, Florian	HEAD WESTERN SWITZERLAND	Na	no	04/2024	Aug 24, 2026	Aug 24, 2026
Spellini, Vanessa	JUNIOR RISK MANAGER	Na	no	01/2026	Aug 24, 2026	Aug 24, 2026
ALIOSKA, RAZIJA, RACHEL	SENIOR RELATIONSHIP MANAGER	Na	no	08/2023	Aug 8, 2023	Oct 28, 2024
BOSIA, LUCA, DIDIER	SENIOR INVESTMENT ADVISOR	Na	no	09/2016	Mar 12, 2012	Oct 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ESSENTIA FAMILY OFFICE SA	n/a	n/a	n/a	N	yes	n/a
LFG+ZEST SA	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Zurich	n/a	Switzerland	5	no
Sion	n/a	Switzerland	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$1.1B	$570M	11	9	2	n/a	n/a
2024	Mar 5, 2025	$883M	$476M	11	8	2	n/a	n/a
2023	Feb 7, 2024	$991M	$409M	12	9	1	n/a	n/a
2022	Jan 30, 2023	$843M	$356M	11	7	1	n/a	n/a
2021	Feb 7, 2022	$943M	$404M	12	7	1	n/a	n/a
2020	Feb 5, 2021	$893M	$380M	12	7	1	n/a	n/a
2019	Jan 31, 2020	$827M	$370M	11	7	1	n/a	n/a
2018	Feb 15, 2019	$795M	$397M	11	7	2	n/a	n/a
2017	Mar 13, 2018	$862M	$431M	10	8	2	n/a	n/a
2016	Mar 24, 2017	$825M	$440M	8	7	n/a	n/a	n/a
2015	Mar 23, 2016	$805M	$300M	8	7	n/a	n/a	n/a
2014	Mar 26, 2015	$842M	$303M	8	7	n/a	n/a	n/a
2013	Mar 26, 2014	$740M	$410M	6	5	n/a	n/a	n/a
2012	Mar 26, 2013	$700M	$390M	7	6	n/a	n/a	n/a
2011	Mar 12, 2012	$535M	$285M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$883M	23.4%	$843M	8.9%	11	11	2	2

Relationships

Registered with (1)

← FRANCESCO BERNASCONIAdvisorregistration: current employment
Mar 4, 2013 to presentfactForm ADV

Controls (7)

← SPELLINI, SIRO, DANTE SILVIOOwnerSHAREHOLDER, ownership code C, individual
Mar 12, 2012 to Oct 28, 2024factForm ADV
← BILAND, WALTER, WILLIOwnerSENIOR RELATIONSHIP MANAGER, ownership code B, individual
Jul 5, 2023 to Oct 28, 2024factForm ADV
← BERNASCONI, FRANCESCOOwnerSHAREHOLDER, ownership code C, individual
Mar 12, 2012 to Oct 28, 2024factForm ADV
← Casillo, MonicaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2018 to Oct 28, 2024factForm ADV
← Mango, Edoardo, MicheleOwnerCHIEF INVESTMENT OFFICER (CIO), ownership code NA, individual
Jul 5, 2023 to Oct 28, 2024factForm ADV
← Borradori, PatrickOwnerRISK MANAGER, ownership code NA, individual
Oct 10, 2024 to Oct 28, 2024factForm ADV
← LFG HOLDING SAOwnerOWNER, ownership code E, foreign entity
Mar 26, 2014 to Oct 28, 2024factForm ADV

Owns (7)

← BOSIA, LUCA, DIDIEROwnerSENIOR INVESTMENT ADVISOR, ownership code NA, individual
Mar 12, 2012 to Oct 28, 2024factForm ADV
← Panza, PaoloOwnerSENIOR RELATIONSHIP MANAGER, ownership code NA, individual
Mar 23, 2016 to Oct 28, 2024factForm ADV
← Ahonen, TuomasOwnerPORTFOLIO MANAGER, ownership code NA, individual
Oct 24, 2022 to Oct 28, 2024factForm ADV
← Kempf, AdrianOwnerSENIOR RELATIONSHIP MANAGER, ownership code NA, individual
Jul 5, 2023 to Oct 28, 2024factForm ADV
← Hasler, MathiasOwnerSENIOR RELATIONSHIP MANAGER, ownership code NA, individual
Jul 5, 2023 to Oct 28, 2024factForm ADV
← ALIOSKA, RAZIJA, RACHELOwnerSENIOR RELATIONSHIP MANAGER, ownership code NA, individual
Aug 8, 2023 to Oct 28, 2024factForm ADV
← Schefer, FlorianOwnerHEAD WESTERN SWITZERLAND, ownership code NA, individual
Jun 12, 2024 to Oct 28, 2024factForm ADV

Dated events

Occurred
Oct 10, 2024
Control person joined
Patrick Borradori (Risk Manager) appeared on Schedule A of Lfa
Form ADVobserved 6 days ago
Occurred
Oct 10, 2024
Control person left
Mattia Ostinelli (Risk Manager) no longer on Schedule A of Lfa (listed 2024-06-12, absent 2024-10-10)
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Control person left
Massimo Borghesi (Chief Investment Officer) no longer on Schedule A of Lfa (listed 2023-01-30, absent 2023-07-05)
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Control person joined
Michele Edoardo Mango (Chief Investment Officer (Cio)) appeared on Schedule A of Lfa
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Control person joined
Walter Biland (Senior Relationship Manager) appeared on Schedule A of Lfa
Form ADVobserved 6 days ago
Occurred
Sep 25, 2020
Control person left
Michele Vanossi (Shareholder) no longer on Schedule A of Lfa (listed 2020-06-25, absent 2020-09-25)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2019
Control person joined
Mattia Ostinelli (Risk Manager) appeared on Schedule A of Lfa
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2672245-ce5c-8214-fa24-4bc2244dd44c
First observed: Mar 12, 2012
Last observed: Aug 24, 2026 28 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LFA

LUGANO FINANCIAL ADVISORS S.A., CRD 152864

LUGANO - TICINO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b2672245-ce5c-8214-fa24-4bc2244dd44c

Data as of Aug 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

FRANCESCO BERNASCONI

n/a

LUGANO - TICINO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Borghesi, Massimo

CHIEF INVESTMENT OFFICER (CIO)

yes

04/2026

Aug 24, 2026

LFG HOLDING SA

Owner

yes

01/2011

Aug 24, 2026

Panza, Paolo

SENIOR RELATIONSHIP MANAGER

yes

09/2018

Aug 24, 2026

BERNASCONI, FRANCESCO

Shareholder

yes

01/2011

Mar 12, 2012

Oct 28, 2024

BILAND, WALTER, WILLI

SENIOR RELATIONSHIP MANAGER

yes

07/2023

Jul 5, 2023

Oct 28, 2024

Mango, Edoardo, Michele

CHIEF INVESTMENT OFFICER (CIO)

yes

07/2023

Jul 5, 2023

Oct 28, 2024

SPELLINI, SIRO, DANTE SILVIO

Shareholder

yes

01/2011

Mar 12, 2012

Oct 28, 2024

Ahonen, Tuomas

RELATIONSHIP MANAGER ADVISOR

09/2025

Aug 24, 2026

Borradori, Patrick

RISK MANAGER

09/2024

Aug 24, 2026

Casillo, Monica

CHIEF COMPLIANCE OFFICER

01/2018

Aug 24, 2026

De Marco, Riccardo

PORTFOLIO MANAGER

08/2025

Aug 24, 2026

Hasler, Mathias

SENIOR RELATIONSHIP MANAGER

07/2023

Aug 24, 2026

Kempf, Adrian

SENIOR RELATIONSHIP MANAGER

07/2023

Aug 24, 2026

Örn, Philip

INVESTMENT ADVISOR

08/2026

Aug 24, 2026

Schefer, Florian

HEAD WESTERN SWITZERLAND

04/2024

Aug 24, 2026

Spellini, Vanessa

JUNIOR RISK MANAGER

01/2026

Aug 24, 2026

ALIOSKA, RAZIJA, RACHEL

SENIOR RELATIONSHIP MANAGER

08/2023

Aug 8, 2023

Oct 28, 2024

BOSIA, LUCA, DIDIER

SENIOR INVESTMENT ADVISOR

09/2016

Mar 12, 2012

Oct 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ESSENTIA FAMILY OFFICE SA

n/a

yes

n/a

LFG+ZEST SA

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Zurich

n/a

Switzerland

Sion

n/a

Switzerland

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$1.1B

$570M

n/a

2024

Mar 5, 2025

$883M

$476M

n/a

2023

Feb 7, 2024

$991M

$409M

n/a

2022

Jan 30, 2023

$843M

$356M

n/a

2021

Feb 7, 2022

$943M

$404M

n/a

2020

Feb 5, 2021

$893M

$380M

n/a

2019

Jan 31, 2020

$827M

$370M

n/a

2018

Feb 15, 2019

$795M

$397M

n/a

2017

Mar 13, 2018

$862M

$431M

n/a

2016

Mar 24, 2017

$825M

$440M

n/a

2015

Mar 23, 2016

$805M

$300M

n/a

2014

Mar 26, 2015

$842M

$303M

n/a

2013

Mar 26, 2014

$740M

$410M

n/a

2012

Mar 26, 2013

$700M

$390M

n/a

2011

Mar 12, 2012

$535M

$285M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$883M

23.4%

$843M

8.9%