How LFA’s Swiss History Shapes the Way We Serve U.S. Investors Today
Founded in Switzerland and shaped by decades of global investment experience, LFA’s history reflects the evolution of Swiss financial discipline, regulatory oversight, and international investing. That foundation continues to guide how we support U.S. investors today, bringing structure, perspective, and global diversification into every portfolio decision.
LFA establishes its first representative office in Lugano, marking the firm’s early commitment to serving international and U.S.-based investors from Switzerland.
LFA receives SEC registration, opening the door to formally advise U.S. clients seeking access to Swiss-based investment strategies.
As interest from American investors increases, LFA expands into one of Switzerland’s leading independent asset managers dedicated to U.S. clients. In 2013, LFA expands its Swiss presence with the opening of a branch in Zurich.
LFA broadens access for American citizens looking to diversify beyond a U.S.-only investment approach, offering global and currency diversification through a Swiss framework.
LFA, as part of LFG Holding SA, receives FINMA authorization under Art. 17 para. 1 FinIA—becoming one of the first SEC-registered external asset managers in Switzerland to earn this designation.
Zest and LFG Group merge, forming a global organization overseeing approximately CHF 2.5 billion in assets under management, strengthening institutional resources and long-term stability.
LFA expands its Swiss presence with the opening of an additional representative office in Sion, reinforcing its commitment to clients and continued growth.
2009
LFA establishes its first representative office in Sion, marking the firm’s early commitment to serving international and U.S.-based investors from Switzerland.
2010
LFA receives SEC registration, opening the door to formally advise U.S. clients seeking access to Swiss-based investment strategies.
Growth Phase
As interest from American investors increases, LFA expands into one of Switzerland’s leading independent asset managers dedicated to U.S. clients.
U.S. Investor Focus
LFA broadens access for American citizens looking to diversify beyond a U.S.-only investment approach, offering global and currency diversification through a Swiss framework.
2021
LFA, as part of LFG Holding SA, receives FINMA authorization under Art. 17 para. 1 FinIA—becoming one of the first SEC-registered external asset managers in Switzerland to earn this designation.
2022
Zest and LFG Group merge, forming a global organization overseeing approximately CHF 2.5 billion in assets under management, strengthening institutional resources and long-term stability.
2024
LFA expands its Swiss presence with the opening of an additional representative office in Sion, reinforcing its commitment to clients and continued growth.
A Swiss-Based Approach Built Around Your Investment Needs
When you work with LFA, you gain access to international investment diversification designed specifically for U.S. investors.
You can expect guidance that reflects your personal goals, addresses cross-border tax and regulatory considerations, and helps you broaden your portfolio beyond a U.S.-only approach with clarity and structure.
Interested in how Swiss-based investing could fit into your portfolio?
Connect with LFA to learn how our history, experience, and international perspective support U.S. investors seeking broader diversification beyond U.S.-only strategies.
