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Travella and Partners
Travella and Partners is a 16-person multi-family office in Lugano providing independent oversight of family and institutional portfolios.
Travella and Partners
Travella and Partners was established in 2015 by Roberto Travella and Stefano Siro Delmenico. The founders built the firm to deliver impartial advice on wealth consolidation and preservation for families and institutions operating across borders. The firm focuses on three main areas: private equity, real estate and collectibles. It aggregates client holdings through dedicated software, reviews manager performance against guidelines, and conducts transaction-level controls. Clients receive introductions to non-bank opportunities in Europe and access to hybrid structures. The firm maintains membership in the European Network of Family Offices. The 16-person team operates from a single office in Lugano. No additional offices or adjacent philanthropic vehicles are disclosed. No operational events from the last 24 months appear in available sources. The firm remains fully independent and does not manage its own pooled vehicles. Governance centers on direct principal oversight of reporting and intermediary selection rather than delegation to external platforms.
General information
Firm type
Multi Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
Europe
Country
Switzerland
City
Lugano
Corporate office
Lugano, Switzerland
Principals
Roberto Travella
Founding Partner
Stefano Siro Delmenico
Founding Partner and President
Massimo Ranalli
Director
Paola Calegari
Executive Director
Sector focus
Frequently asked questions
Who runs investment decisions at Travella and Partners?
Roberto Travella and Stefano Siro Delmenico serve as founding partners. Massimo Ranalli and Paola Calegari hold director and executive director roles. The principals review intermediary activity and approve non-bank introductions.
Does Travella and Partners participate in fund commitments or only direct deals?
The firm introduces clients to private equity, hybrid structures and real estate equity opportunities. It does not disclose its own fund commitments or direct co-investments.
How does Travella and Partners source proprietary deal flow?
The firm relies on its global network to present non-bank opportunities. Clients evaluate these introductions with the firm's support on costs and structure.
What investment stages does Travella and Partners typically target?
The firm covers private equity and real estate without specifying stage preferences. Focus remains on cost monitoring and guideline adherence rather than primary origination.
Where does the underlying wealth come from?
No specific family or corporate origin is disclosed. The firm serves multiple wealthy families, treasuries and foundations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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