Carthesio Investment & Advisory

Carthesio Investment & Advisory

Carthesio Investment & Advisory was established under Swiss law in 2001 and operates from Lugano as a FINMA-authorized asset manager and manager of collective investment schemes. The firm positions itself as a highly specialized atelier, serving private and institutional investors with a blend of financial advisory, wealth management, and discretionary portfolio construction. CEO Federico Bianchetti oversees the wealth management function, while Massimo Biglia serves as CIO and fund manager, shaping the top-down investment direction. The firm deploys capital primarily through discretionary mandates and a fund-of-funds architecture, with a confirmed focus on ClimateTech, the Energy Transition & Renewables, and the Circular Economy. Its public disclosures indicate an ESG-tilted approach to manager selection and direct investment within European markets, though it explicitly does not integrate sustainability risks under SFDR Article 6 for its registered funds. The investment function draws on an in-house team of fund managers and an international specialist network, blending external manager access with portfolio-level discretion. Carthesio is compact — the website lists 24 professionals led by Bianchetti, Biglia, and three managing directors covering operations, compliance, and finance. The team is anchored in Lugano with no additional offices disclosed. Former institutional backgrounds of the principals, including Lloyds TSB Private Banking and UBS, reinforce a network concentrated in Swiss private banking and wealth management circles. The firm also links to the Fondation OTIUM, a separate philanthropic vehicle. The firm’s structure as a focused atelier creates a narrow mandate. This model makes it a niche allocator, not a volume-driven asset gatherer.