Open Partners

What Open Partners does

Open Partners is a Lugano-based, FINMA-authorized independent wealth management firm (legal name: Open Partners Asset Management SA), founded in 2012 and operating as part of the Pagani Group, a diversified Swiss-Italian conglomerate with origins in the 1960s. The firm offers three core services: Gestione Patrimoniale (delegated asset management under contractual mandates), Consulenza Patrimoniale (advisory where clients retain final investment decision-making), and a holistic Family Office service that integrates financial planning, succession planning, tax planning, and independent monitoring of external banks and asset managers. The firm targets high-net-worth individuals and families as its primary segment, with secondary segments in foundations/non-profits and corporate/institutional clients.

The firm supports these services with internally developed proprietary wealth management software that delivers real-time portfolio monitoring and risk assessment, complemented by an in-house back-office team performing daily verification of bank operations and client costs. Revenue is generated primarily through recurring management and advisory fees, with pricing customized per client and not publicly disclosed. Open Partners serves its clients through a direct, in-person advisory model at its Lugano headquarters (Palazzo Ransila, Via Pretorio 9) and leverages partnerships with multiple banking institutions to secure favorable custodian conditions. Headcount is in the 1–10 band, anchored by senior practitioners with backgrounds at UBS, Credit Suisse, Julius Bär, and other tier-1 Swiss institutions.

Name

Open Partners

Legal name

Open Partners Asset Management SA

Website

https://openpartners.ch

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Open Partners is a FINMA-authorized independent Swiss wealth management firm in Lugano, part of the Pagani Group, offering delegated asset management, financial advisory, and family office services to high-net-worth individuals, families, foundations, and institutional clients via a boutique, in-person advisory model.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Wealth management
• Asset management
• Financial advisory
• Family office
• Portfolio management

Headquarters

HQ city

Lugano

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Others, Infrastructure, Technology or R&D

Revenue model

1. Asset Management (Gestione Patrimoniale): Clients delegate portfolio management to the company under contractual terms and their preferences, generating recurring management fees
2. Financial Advisory (Consulenza Patrimoniale): Clients make final investment decisions with expert advice from Open Partners, likely generating advisory fees
3. Family Office Services: Holistic approach including financial planning, succession planning, tax planning, and independent monitoring of banks and managers

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Open Partners is a FINMA-authorized Swiss wealth management firm offering delegated asset management (Gestione Patrimoniale), non-discretionary financial advisory (Consulenza Patrimoniale), and holistic Family Office services (financial planning, succession planning, tax planning, and independent bank monitoring) to high-net-worth individuals, families, foundations, non-profits, and institutional clients. The firm is supported by internally developed proprietary software for real-time portfolio monitoring and risk assessment, plus an internal back office for daily bank oversight and cost verification.

Product overview

Open Partners is a FINMA-authorized wealth management and financial advisory firm offering three core services: Gestione Patrimoniale (delegated asset management), Consulenza Patrimoniale (advisory where clients retain final decision-making), and Family Office (comprehensive holistic wealth management). The firm operates proprietary wealth management software for real-time portfolio monitoring and risk assessment, supplemented by an internal back office department for daily bank oversight and cost verification.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestione Patrimoniale (Asset Management)

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Pagani GroupcoreStrategic or Co-development PartnerOpen Partners belongs to Pagani Group, a reference point for Swiss Italian region with origins in the 1960s. The group affiliation enables Open Partners to offer comprehensive services including corporate, tax, and real estate advisory on an international scale. Giovanni Pagani leads the entire financial sector of Pagani Group in both Switzerland and Asia.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• REYL & Cie: Swiss independent wealth and asset manager with presence in Lugano and Ticino, covering HNW, family office, and institutional clients. Highly comparable to Open Partners in geography, independence model, and service mix.
• Bordier & Cie: Independent Swiss private bank with a strong HNW and family office offering. Closely comparable to Open Partners as a mid-sized independent Swiss wealth manager emphasizing bespoke service and independence from larger banking groups.
• Mirabaud: Swiss private bank with wealth management, asset management, and corporate advisory capabilities, with notable Lugano presence. Comparable to Open Partners in serving Swiss-Italian HNW clients with portfolio management and advisory.
• Hyposwiss: Swiss private bank based in Lugano/Ponte Capriasca, focused on HNW clients and independent wealth management. Highly comparable to Open Partners in geography (Ticino) and independence positioning.
• Vontobel: Swiss wealth and asset management firm with strong private client and external asset manager-style capabilities. Comparable to Open Partners through its wealth management offering to HNW and institutional clients in the Swiss market, though at significantly larger scale.

Broad incumbents

• EFG International: Swiss private banking and wealth management group focused on HNW and UHNW clients, including family office-style services. Comparable to Open Partners in client segmentation and Family Office-style offering, with much broader geographic reach.
• Pictet Group: One of the largest Swiss private wealth and asset management firms, serving HNW families, foundations, and institutional clients with portfolio management and advisory services. Directly comparable service mix to Open Partners but at global scale.
• Julius Bär: Major Swiss private banking group with extensive HNW and family office capabilities. Comparable to Open Partners in core service lines, but a much larger incumbent operating globally — and a known former employer of Open Partners' senior team.
• LGT Bank (Switzerland): Liechtenstein-headquartered private banking and asset management group with Swiss operations serving HNW individuals and families. Comparable in delivering multi-generational wealth planning and asset management to similar clientele.

Others

• Arabesque (Swiss independent asset managers collectively): Swiss association of independent asset managers (ASG) of which Open Partners is a member. Indirect comparator reflecting the broader peer set of small/independent EAM firms in Switzerland that Open Partners competes against for HNW clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/open-partners-asset-managements

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Open Partners