Second-opinion financial advisory
Through founder Christian Fazio, listed on RegFix — the Swiss register of financial advisors and client advisors — Kresius offers clients an independent and qualified assessment.
Lugano · St. Moritz · Switzerland
Swiss advisory,
discreet by nature.
Kresius SAGL serves private clients and entrepreneurs, Swiss and international, with an integrated approach across finance, business, law and taxation.
Engadin · Lugano · Summer
Our approach
Kresius SAGL is a Swiss boutique for integrated advisory. We operate where finance, business, law and taxation meet, alongside those who need a coherent vision and trusted counsel.
We work with discretion, building long-term relationships with private clients, families and businesses, in Switzerland and abroad.
Our roots between Lugano and St. Moritz allow us to serve a demanding international audience while preserving the pace and care of an independent firm.
Why was Kresius born?
KRESIUS – The independent intelligence of capital
In the Swiss financial system, where every bank offers expertise and solutions, KRESIUS was born with the goal of supporting the client with a fully independent vision, dedicated exclusively to their interests.
KRESIUS is second-instance advisory. It does not directly manage assets, does not place products, does not intervene operationally on capital. It observes, analyses and coordinates.
Every banking relationship is examined methodically. Every structure is optimised. Every choice is evaluated against a single objective: maximising efficiency, coherence and control.
Its role is to select, among financial institutions, those most suited to the client's specific needs and monitor them over time, ensuring they continue to operate in line with defined objectives.
KRESIUS uses the resources and expertise of the banking system, transforming them into a strategic advantage, without ever replacing it.
Assets are not touched.
They are understood, orchestrated and protected.
KRESIUS is the independent direction of capital.
Services
Five areas, one estate vision.
Corporate advisory
Support to businesses and entrepreneurs on governance, growth and reorganisation, framed within a comprehensive estate view.
Legal advisory
Coordination with leading Swiss law firms across contracts, corporate, real estate and succession matters.
Tax advisory
Ordinary and extraordinary tax planning for individuals and companies, in Switzerland and across borders.
Wealth consolidation
Real-time aggregation of daily positions across all Swiss and foreign accounts, with concentration risk analysis and support for financing requests.
Method
Measured advisory, built on the relationship.
Every mandate begins with listening and unfolds through orderly coordination across disciplines, with absolute confidentiality.
Our method- 01Personalised analysisA thorough understanding of the client's estate, family and business situation.
- 02Integrated viewCoordinated reading of financial, corporate, legal and tax aspects.
- 03Qualified networkLeading Swiss banks and law firms as our reference counterparts.
- 04Operational confidentialityMethodical discretion in every phase of the mandate.
Operating areas
Between the lake and the Alps,
a clientele without borders.
Lugano
Operating seat, private finance and business.
St. Moritz
Outpost for our alpine and international clientele.
Switzerland
Nationwide operations and a network of standing.
International
Cross-border clients, Italian and European.
News & Press
Kresius in the media
Recent citations and mentions of our firm across leading industry media.
- Corriere del Ticino12 May 2026
Kresius SAGL tra le boutique di consulenza patrimoniale emergenti in Ticino
La società luganese si distingue per un approccio sartoriale alla pianificazione patrimoniale per famiglie e imprenditori cross-border.
Read article - Bilan4 March 2026
Wealth planning transfrontalier : les nouveaux acteurs suisses à suivre
Kresius SAGL est citée parmi les cabinets indépendants spécialisés dans la mobilité patrimoniale entre Italie et Suisse.
Read article - Finews.ch22 January 2026
Independent advisors are quietly winning the cross-border client
An interview with Kresius SAGL on serving entrepreneurs relocating to the Engadina and Lugano regions.
Read article
Kresius Newsletter
A morning read and an evening one. Synthesis, not noise.
A short, confidential editorial note on markets and context. Never more than a page per edition, because our readers' time matters more than ours.
Contact
A first conversation, in confidence.
To request a meeting or a review, just write to us. Every request is handled personally.