EGPM Gestioni Patrimoniali

EGPM operates as an independent asset manager authorized by FINMA, not as a subsidiary of a banking group. This structure grants it the freedom to select custodians and counterparties based on client needs rather than internal bank product shelves. It is typical of the boutique asset management model concentrated in Ticino, where firms remain partnership-owned and externally supervised.

The firm serves private individuals, family groups, and institutional entities seeking discretionary portfolio management under Swiss regulatory oversight. Its location in Lugano attracts a notable share of cross-border European clients, particularly from Italy, who value the combination of Swiss legal protection and Italian-language service.

EGPM primarily constructs bespoke discretionary mandates held in custody at Swiss banks, rather than managing a proprietary fund range. For clients requiring collective investment structures — such as Luxembourg RAIFs or Swiss limited partnerships — the firm arranges externally administered vehicles but maintains asset allocation authority. Core exposure to satellite asset classes, including emerging markets and private equity, is typically accessed through third-party fund selection.

The firm applies a multi-asset, conviction-weighted approach to discretionary mandates. Portfolios are built from direct Swiss and European equities, global fixed income, and listed real estate, with selective third-party fund exposure for asset classes requiring specialized underwriting. Asset allocation is managed centrally by the investment committee, while individual mandates incorporate client-specific tax, currency, and liquidity constraints.

Ticino's position as an Italian-speaking Swiss canton provides EGPM with a dual bridge to Southern European markets and Swiss regulatory infrastructure. This allows the firm to serve Italian and European clients under FINMA-regulated frameworks while managing the compliance and tax-reporting complexities that come with multi-jurisdictional family structures — a service that purely domestic Italian managers or standardized Swiss private banks are less equipped to deliver.