ASSET MANAGEMENT

Global vision, personal action.
Cassa Lombarda Asset Management is a highly specialised investment service for those looking to allocate capital in accordance with their goals...

ADVISORY

Highly personalised advice.
Based on the requirements agreed with the Client (investment goals, time horizon, and risk appetite) and with the support of the Advisory Team's experts, the Private Banker...

INSURANCE SOLUTIONS

A structure capable of offering tailor-made services and solutions for the needs of each Client.
Cassa Lombarda provides the best insurance solutions thanks to its distribution agreements with Helvetia and Zurich as well as its partnerships with...

HIGHLIGHT

GP TARGET ALLOCATION

Cassa Lombarda - Classic Management Strategies - GP Target Allocation

OUR VALUES

INDIPENDENCE

We operate without conflicts of interest by taking an approach based on providing advice, rather than selling products—giving you the freedom to pick the best solutions under an “open-architecture” model, guided by the expertise of the bank's wealth management professionals.

SOUNDNESS AND RELIABILITY

We have a strong capital structure and a high client retention rate.

CLIENT FOCUS

We constantly pay special attention to our Clients in order to meet their interests by taking a dynamic, personalised and professional approach.

TRANSPARENCY

We put our Clients in the position to have clear and relevant information in order to steer them towards making informed and shared decisions.

MEDIA AND EVENTS

WEEKLY CHART

Cassa Lombarda Chart

Fiducia economica della zona Euro calcolata dalla Commissione europea

Weekly Chart

La fiducia economica è risalita, ma solo marginalmente, per il secondo mese consecutivo dopo il minimo di ottobre: quali gli impatti per le scelte di investimento? Il movimento è frutto di un miglioramento della fiducia sui servizi maggiore dei peggioramenti della fiducia industriale e di quella al consumo. Il livello basso giustifica ancora di più, ex post, la fretta e la decisione con cui Draghi ha spinto all’azione espansiva la Bce al penultimo meeting e chiesto maggiori interventi fiscali.

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