We advise you in your choices; we support you in developing your projects; we put you at ease - at Cassa Lombarda, customisation is key.
In February, the ZEW index of expectations of financial operators in the Eurozone grew: what are the impacts for investment choices? Despite the resurgence of the virus, the index has grown benefiting from the spread of vaccines, the expectation of improvement in company profits, the expectation of the impacts of the next payments of the Recovery Plan and also of some political innovations such as the installation of Draghi.
Our Wealth Management model stands out for its range of customised and unique solutions, specifically designed to meet each Client’s needs.
Cassa Lombarda Asset Management is a highly specialised investment service for those looking to allocate capital in accordance with their goals...
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Based on the requirements agreed with the Client (investment goals, time horizon, and risk appetite) and with the support of the Advisory...
Cassa Lombarda provides the best insurance solutions thanks to its distribution agreements with Helvetia and Zurich as well as its partnerships with...
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The key values in which we believe constantly inspire our day-to-day business and lie at the heart of the customised relationship model we offer.
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INDIPENDENCE
SOUNDNESS AND RELIABILITY
CLIENT FOCUS
TRANSPARENCY