BCO Swiss Family Office

BCO Swiss Family Office is an independent multi-client family office based in Lugano, Switzerland. The firm specializes in providing exclusive services related to financial planning, strategy, consulting, and wealth management. Their core focus is on the preservation and growth of client assets through meticulous risk management and diversified investment strategies. They work closely with custodian banks and leverage technological tools to offer targeted supervision of client portfolios and real-time investment monitoring.

The roots of BCO Swiss Family Office trace back to 1968 with the establishment of SOGINVEST Bank, one of the first private banks in Ticino, Switzerland, to introduce management mandates. In 1989, Mr. Carlo Pagani acquired BANCO LYON, which led to the incorporation of BCO LYON S.A. in Lugano in 1990. After selling BANCO LYON in 1996, Mr. Pagani retained BCO LYON S.A., transforming it into a single-family office for his family's wealth management. Over time, it evolved into a multi-family office, extending its services to other families. In 2019, Bco Lyon SA was rebranded as BCO Swiss Family Office.

As a family office, BCO Swiss Family Office primarily focuses on wealth management, generational strategy, and estate planning for families and businesses. They aim to provide comprehensive, tailor-made advice, assisting clients in navigating complex financial structures and ensuring the seamless transmission of wealth across generations. The firm collaborates with solid financial institutions globally for custodial services, with investments typically held in leading Swiss banks or international platforms.

The team at BCO Swiss Family Office includes experienced professionals such as Andrea Sacha Togni (Partner & CEO), Carlo Pietro Pagani (Retiring Partner, Founding Partner), Francesco Mascaro (Relationship Manager), Stefano Conti (Senior Relationship Manager), John Bernasconi (Senior Relationship Manager Retired partner), and Tomonari Kimura (Investment Advisor and Portfolio Manager). These individuals bring diverse backgrounds from Swiss private banking, asset management, and investment consulting, contributing to the firm's expertise in portfolio management, investment strategy, and client relationship management.