Consistent strategic focus.

An established wealth manager in the Zurich financial centre – combining the traditional services of a Swiss financial boutique with a modern portfolio management philosophy.

01

Business model

We are a professional wealth manager for private and institutional clients and foundations.

02

History

The company emerged from a management buyout of the former Cat Group Ltd., founded in 1988. We combine the traditional services of a Swiss financial boutique with a modern portfolio management philosophy.

03

Regulation

We hold a licence from the Swiss Financial Market Supervisory Authority FINMA as a portfolio manager under the Financial Institutions Act (FinIA), and comply with all regulatory standards.

04

Supervision

We are supervised by OSFINcontrol AG, a supervisory organisation authorised by FINMA. The regulatory audit is carried out by CAPREV Wirtschaftsprüfung und -beratung AG.

05

Location

We are an established wealth manager in the Zurich financial centre, with a second office in Lugano.

06

Market access

We choose banks and investment solutions freely. Not bound to a limited product range, we offer access to the entire wealth management and planning market from a single source.

We are Armonia

The people behind Armonia Capital.

Stefano Longo

Stefano Longo

Managing Partner · Head of Zurich office

Stefano Longo heads the Zurich office and has been with the firm since November 2016. He is a member of the Executive Board. Before that, he spent around 25 years in senior roles at three banks.

Luca Arpino

Luca Arpino

Managing Partner · Portfolio Management

Luca Arpino is a member of the Executive Board and responsible for portfolio management and client administration. He brings more than 30 years of stock exchange and financial market experience – among others as a floor broker at the Zurich stock exchange in Selnau and as a partner of a Zurich financial boutique. He also ran his own asset management company, which was later sold to a private bank.

Angeliki Nianias

Angeliki Nianias

Executive Assistant

Angeliki Nianias supports the Executive Board and coordinates administrative and operational tasks. She is a certified Swiss legal assistant, holds a Bachelor in Business Administration (HWZ) and a CAS in Event Management (HSLU), and has six years of front-office banking experience.

We listen first – then we invest.