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 – aided in turn by macroeconomic research analysts – the Private Banker can offer the best solutions for investing in securities, sicavs, and mutual funds.
ADVANCED ADVISORY SERVICE
A tailor-made suit
“Cassa Lombarda-Private Advisory” is a highly personalized Advisory service based on the collaboration process between the Private Banker and the Active Advice & Customized Solution internal specialist …
FUNDS AND SICAVS
An extensive and comprehensive range
Below is the list of all Fund Companies and Sicavs available directly from Cassa Lombarda. With respect to the placement of funds and Sicavs, the Product Companies…
PLACEMENTS / BONDS
Transparency at your service
Below is the list of all placements and bonds available directly from Cassa Lombarda. The documentation relating to each placement, identified by a unique ISIN, …
