Ebco Trustee Services Ltd LiaB. Co

RIASEC RegisteredEst. 2025
Total AUM
$44.7M
Discretionary
$44.7M
100% of AUM
Avg account
$2.5M
Accounts
18
Employees
4
Advisory reps
3

Firm details

Headquarters
Chiasso Ticino,
CRD number
338094
Registered since
November 24, 2025
Custodians
EFG INTERNATIONAL, MORGAN STANLEY & CO. LLC, VONTOBEL
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI48.34%
  • Corporations / Businesses47.12%
  • Individuals4.55%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ebco Trustee Services Ltd LiaB. Co is a trust company and registered investment adviser that centers its portfolio management on fixed-income strategies for both high-net-worth individuals/families and institutional clients. The firm’s ADV shows a clear tilt toward investment-grade corporate bonds as its primary allocation, and it operates discretionary mandates across a small set of concentrated clients. Advisory activity includes portfolio management for individuals and small businesses as well as for businesses and institutions, and the firm charges both a percentage-of-AUM fee and can apply performance-based fees on certain mandates. Ebco Trustee Services Ltd LiaB. Co is classified as a Limited Liability Company with a foreign ownership component, and it became SEC-registered in 2025.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 50%, Public Funds/Mutual Funds 15%, Exchange Traded Equities 10%, Sovereign Bonds 10%, Non-Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 5%50%
  • Investment Grade Corp Bonds50%
  • Public Funds/Mutual Funds15%
  • Exchange Traded Equities10%
  • Sovereign Bonds10%
  • Non-Investment Grade Corp Bonds10%

Contacts

3 of 3
  • Adriano Bozzone

    Adriano Bozzone

    Portfolio ManagerCRD 8157079

  • Emanuele Bozzone

    FounderCRD 8145760

  • Serena Verzeletti

    Group Head of Legal and ComplianceCRD 8169428

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Chiasso Ticino, null

Location

Chiasso Ticino, null

Headquartered in Chiasso Ticino, null.

Address
Via Emilio Bossi 12d
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth