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- Custodian
- Banque Pictet
- Clients
- Retail and Institutional
- Platforms
- HarborUnison bridge +more
- Established Date
- 02-03-2010
- Office Locations
- 1
Office Locations
About LFA
LFA is a Swiss-based wealth manager serving clients with U.S. income tax obligations, focused on international diversification. The firm builds customized portfolio strategies, coordinates investment administration, and helps clients access Swiss private banking while remaining independent in bank selection. Core capabilities include global investing, foreign currency/FX management (including Swiss franc exposure), and integrated tax and risk mitigation in partnership with clients’ accountants and attorneys.
Team overview
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CRM
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Investment Themes
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Owner & Executives
Tuomas Ahonen
Junior Relationship Manager
- CRD
- --
- Ownership
- Less than 5%
Massimo Borghesi
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Pioneer momentum
Atlas value
- CRD
- #40454
- Ownership
- 15.8%
Showing 2 of 11 owners & executives
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FRANCESCO BERNASCONI
Project Manager
- CRD
- #5751009
Showing 1 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $569,545,895 | $3,559,662 |
| Non-Discretionary | $520,504,067 | $3,665,522 |
| Total | $1,090,049,962 | $3,609,437 |
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Separately Managed Accounts
Total SMA Asset: $1,090,049,962
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $147,470,366 | 18.9% |
| Corporate - Investment Grade | $98,313,577 | 12.6% |
| Cash | $44,475,190 | 5.7% |
| Other | $119,380,772 | 15.3% |
| Sovereign Bonds | $50,717,322 | 6.5% |
| U.S. Government/Agency | $134,986,102 | 17.3% |
| Corporate - Non-Investment Grade | $113,918,907 | 14.6% |
| Private Funds | $71,004,249 | 9.1% |
| Total | $780,266,485 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM QUANTUM | ATLAS HORIZON | T2AFW50XP | RYUST | 4.48% | $10,632,695 |
| PATHWAY VERTEX | RIDGE CATALYST | P6NDZ6RXC | WSQ | 1.39% | $118,230,898 |
| FOCUS GLACIER | BEACON SUMMIT | DH7SR8AZ5 | ZQGV | 0.85% | $34,572,931 |
| SIGNAL WAVE | PIONEER NORTH | 6ZU5ZA1IT | BOXGF | 11.50% | $81,921,762 |
| WAVE UNISON HORIZON | PRIME FUSION | COC7FALEJ | YQQ | 11.92% | $50,912,875 |
| INSIGHT INSIGHT | NORTH PIONEER | YH108GB20 | JDA | 5.15% | $95,329,661 |
| ATLAS VECTOR ELEMENT | ZENITH OPTIMA | W3XIDLUGR | JLDSI | 2.09% | $42,398,835 |
| HARBOR FUSION RIDGE | FUSION FRONTIER | XTGMUE6NT | GJCY | 1.09% | $6,718,006 |