Our History
A journey built on trust, expertise, transparency, and commitment.
experience
team members
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Since 1998, a strategic structure combining Asset Management and Wealth Management for both private and institutional clients.
Founded in 1998 in Lugano, Compass Asset Management SA was established by professionals with extensive international market experience, with the goal of creating an independent firm focused on quality and customized investment solutions.
Independence from banking and industrial groups has allowed Compass to operate with full autonomy, ensuring a strict alignment of interests with those of its clients.
Since 2021, Compass has expanded its offering to include Wealth Management services dedicated to families, entrepreneurs, and holders of complex assets. This includes wealth and succession planning, governance, and asset consolidation — integrating strategic vision, multidisciplinary expertise, and a strong focus on capital protection and intergenerational continuity.
In 2007, Compass Asset Management became the first company in Switzerland to obtain FINMA authorization (Swiss Financial Market Supervisory Authority) as a manager of collective investment schemes under the new Federal Law (LiCol).
In 2017, the company also received authorization as a Securities Dealer, further expanding its range of regulated activities and strengthening its position within both the Swiss and European financial markets.
Experience, Independence, and Tailored Attention
Compass Asset Management is an independent and solid organisation, built around a client-centric approach to wealth management.
Unlike large financial institutions, we provide specialised and personalised support, coherently integrating our expertise in Asset Management and Wealth Management.
We have been an independent point of reference for wealth management in Switzerland for more than 27 years.
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Organization and Presence
Headquarters and Offices for Maximum Flexibility
The head office is located in Lugano, at Via Massimiliano Magatti 6.
The Zurich office, at Limmatquai 58, ensures direct coverage of Switzerland’s main financial centers.
This dual presence reflects the company’s national reach and international outlook.
Leadership and Human Capital
Compass is led by professionals with long-standing experience and an entrepreneurial mindset:
. Gabriele Bruera: Co-Founder | CEO
. Pietro Ugazzi: Co-Founder | Client Relationship Management
. Antonio De Bustis: Partner | Head of Advisory & Execution
. Gianfranco Cerea, Partner | Head of Wealth Management
A flexible, results-oriented organization, delivering high value-added services with efficiency, responsiveness, and quality.