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AT THE SERVICE OF PRIVATE AND INSTITUTIONAL CLIENTS. Banca Zarattini & Co is recognized as a leader in the use of alternative investment methods for wealth management. This technical competence can be used to provide solutions that meet the needs and fulfil the expectations of each client, whether a private individual or an institution. Private Investors. Banca Zarattini & Co offers a selection of diverse types of investment products differentiated by risk exposure, as well as personalized assistance through private bankers and managers. In addition, Banca Zarattini & Co is capable of protecting and developing the personal and business assets of its clients: from fiscal consulting, to estate planning, from business consulting to the creation of trusts and foundations.

Institutional Investors. Banca Zarattini & Co provides a custom made wealth management strategy that respects the financial policy of each investor, favouring the protection of their capital and the stability of returns in the long run. Banca Zarattini & Co is also capable of creating and managing custom made funds as mandated by the client.

The management of the assets of all investors follows the guidelines established by the Wealth Management Committee of the Bank which are based on these principles:

  • the protection of capital in times of adversity
  • to always search for the best opportunities offered by the financial markets
  • to implement investment strategies with a low correlation with classic market variables.

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© 2016 Banca Zarattini & Co Sa, Lugano