Zürcher Balmelli & Partners SA (Lugano)

Zürcher Balmelli & Partners SA is active in the field of financial advice and asset management operating independently for both private and institutional clients according to principles of transparency, accountability and confidentiality.

The skills acquired and experience gained are a guarantee of professionalism, continuity and success as attested by the loyalty and esteem of our clients and major banking institutions.

Thanks to a team with many years of experience in the financial sector, Zürcher Balmelli & Partners SA offers financial advisory and wealth management services according to high professional standards.

The management team's main goal is to generate added value for clients with a focus on personalization of investment services, maintenance of purchasing power of assets, and constant risk monitoring.

SERVICES

• Asset management
• Planning and strategy
• Family office
• BANKING RELATIONS

TRANSPARENCY

Zürcher Balmelli & Partners SA is a member of the Organization for Self-Regulation of Asset Managers of the Canton of Ticino (OAD-FCT) and is in the process of onboarding with the Swiss Financial Market Supervisory Authority (FINMA).

COMPETENCE

ZBP's employees are our greatest asset; with this belief, we invest resources to build cutting-edge skills and train the best professionals.

Our team faithfully represents the values of competence and responsibility that have distinguished Zürcher Balmelli and Partners since its inception.

RELIABILITY

Independent asset managers operating without conflicts of interest and with an open architecture in the selection of investment instruments.

NETWORK

As a result of its many years of operation, the company has developed an extensive network of knowledge with highly qualified professionals who are essential to operating in this field.