Banca Zarattini & Co. | Asset Management

Turning your financial aspirations into actual achievements. Through our investment services, we provide customised solutions to safeguard your capital and enhance its long-term growth with steady and sustainable returns.

Whether you're a private investor or an institutional investor, we offer customised management strategies that revolve around your goals and risk profile. At the core of our philosophy lies attentive listening to your needs, thorough analysis of markets, and a strategic approach focused on preserving and increasing your wealth.

Through our daily experience, competence, and commitment, we deliver more than just a standard service: a trustworthy and professional partner to support you in financial decisions, addressing market challenges and managing risks with insight and confidence.

Our approach

1

When structuring asset management strategies, we focus on customer needs, integrating individual goals with specific financial solutions.

2

We provide tailored management and consulting services, where each decision mirrors the client's priorities and ambitions.

3

A professional pathway designed to manage and protect heritage in accordance with the client's life aspirations.

Why choose

Banca Zarattini & Co.?

Choosing us means selecting a professional and competent service, with a dedicated approach that combines thorough analysis and focused strategies.

Services we offer

For your investment requirements, we offer the solution you seek. Discover our services and start your success story with us.

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Advisory service

Our customised financial consultation is designed to fulfil the specific needs of each individual client. Our team of experts collaborates closely with Private Banking, examining each client's financial profile, devising specific investment strategies, and creating customised proposals for individual portfolios.

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Discretionary mandates

The asset management team offers a professional and customised management service. The Investment Committee regularly assesses financial markets to determine the most effective investment strategies, crafting bespoke asset allocations for diverse risk profiles. On a daily basis, managers select titles and funds, adapting the portfolio to the dynamic market conditions.