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

Editorial Staff

15 October 2024

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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 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.