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Deals Of The Day: The Latest In Wealth Management M&A – Lagom Family Advisors, Ceresio

Editorial Staff 15 October 2024

Deals Of The Day: The Latest In Wealth Management M&A – Lagom Family Advisors, Ceresio

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Lagom Family Advisors, a business based in Chiasso, southern Switzerland and founded in 2017, has been acquired by Swiss group Ceresio Investors.

A report (finews.ch) said that Ceresio, owned by the Italian-Swiss Foglia family, had conducted the transaction through parent firm Banca del Ceresio in Lugano. 

WealthBriefing emailed Ceresio for comment; it had not received a reply at the point of going to press.

The LFA website, meanwhile, said that it had been “part of Ceresio Investors since October 2024.”

“We are confident that this partnership will not only enhance our ability to deliver high-quality, personalised services and care to the families that place their trust in us, but [will] also significantly expand our solutions, expertise, and technical and professional capabilities,” Severino Pugliesi, partner and CEO, Lagom Family Advisors, told this news service, reiterating an earlier comment. The firm is declining further comment. 

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