The excellence of a private bank
We are a private Bank focused on Private Banking. Based in Milan, we have been in the business for 100 years. We are part of an international group specialising in Wealth Management that includes the Switzerland-based PKB Private Bank SA as well as other entities providing Asset Management and fiduciary services. This allows us to offer solutions typical of a broader financial network.
Cassa Lombarda operates out of its head office in Milan with branches in Rome, Bergamo, Busto Arsizio, and Como.
We aim to provide world-class services by relying on our in-house professionals as well as select external advisors; our goals include protecting and growing the assets of our Clients, offering them a transparent, constant and interactive relationship model based on conflict-of-interest-free advice as well as a completely open product architecture.
Soundness, personalised relationships with Clients, and transparency are the core values of the dedicated advisory model we offer: an advanced, exclusive and highly personalised financial advisory service that, combined with the years of experience of our Private Bankers, allows us to understand all the financial and planning needs of each individual Client as well as their family and business, if any.
Our Wealth Management offerings include classic as well as tailor-made portfolio management services in order to develop a dedicated, increasingly exclusive and highly personalised approach. As for banking services, besides all conventional banking services, lending is ancillary to our Private Banking operations and allows us to meet the asset and liability management needs of our Clients.