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ZEST SA origins in 2007 from the spin-off of the fund management activities of Financial Strategy, a Swiss based wealth manager focused on high value-added tailor-made solutions for High Net Worth Individuals and Families.

ZEST SA was founded by Giuseppe Cozzi, an entrepreneur with more than 50 years experience in Asset Management:

An eclectic team and the attention to details are key to catch new opportunities and to serve clients at best, ahead of our competitors”.

Mr Cozzi spent time and efforts to hand down his credo to partners and employees in order to build a strong corporate culture centred on remarkable focus on clients, genuine transparency and effort to come across the best risk/reward opportunities.

As one of the first Swiss companies to apply for a LiCol licence, Zest SA figures today as an independent Asset Manager fully dedicated to Collective Investment Schemes and individuals.

Based in Lugano, Zest is regulated by the Swiss Financial Market Supervisory Authority (FINMA.)

“The key factor that will determine your financial future is not the economy:
the key factor is your philosophy.”

Jim Roth