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+41 (0) 91 911 11 40 | info@taurus-lugano.ch
VIA MAGATTI 3 | CH-6900 LUGANO PIAZZA
DEL GOVERNO 4 | CH-6500 BELLINZONA

THE BULL is the  ETERNAL
PRINCIPLE of LIFE,
TRUTH IN ACTION.

Protect and Enhance Your Wealth

Our mission is to provide our clients with expert guidance in highly personalized investments.

YOUR TRUST,
OUR SUCCESS

Taurus Asset Management is a seasoned company active in financial resources management and qualified advice in the investment field.

Scopri di piu

Preserviamo il tuo patrimonio con mandati su misura, capitalizzando sulle opportunità di mercato e soluzioni Innovative.

Taurus Asset Management SA Lugano: Winner of the 2023 Best Fixed Income Investment Strategy in Switzerland

Some of our Partners for Your Financial Security

Some of our Partners for Your Financial Security

We collaborate with some of the world's leading banks to provide the best solutions for our clients.

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As an active Swiss Association of Portfolio Managers member, we have a long experience in managing money, being able to define personalized solutions based on each of our client's risk profiles and investment goals to achieve optimal results. Our company also offers private and company clients advice on tax matters and estate and retirement planning.

Reliability and Experience

Active Member of the Swiss Portfolio Managers Association
License and supervision by FINMA.
With a Long History of Success in Wealth Management
Every client is unique, and our solutions are tailored to you
Financial and Retirement Planning Strategies

HOW WE WORK

Utmost discretion is guaranteed to all clients, as well as professional competence, availability of time and resources, and flexibility.

We work together with some of the world’s most important banks, directly benefiting from their infrastructures, products, and services, maintaining at the same time a clearly independent role to achieve the best solutions for our clients.

Your Family Office

We are a renowned Multi Family Office specialized in discretionary mandates, supervisory services, and custodian bank selection, ensuring a tailored service to preserve and grow your wealth

20+
YEARS OF EXPERIENCE

40+
Partners

125+
collaborations with investment houses

Why Trust Us?

We are here to safeguard and grow your wealth. Our experience, attention to detail, and commitment to your financial success make us the ideal partner for your needs. With a comprehensive range of financial services and unwavering dedication, we ensure peace of mind and lasting results. Choose Taurus Asset Management for reliable and professional financial management.

Experience and Expertise

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Personalized Service

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Proven Performance and Results

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Comprehensive Wealth Management

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PERSONALIZED INVESTMENTS

Tailored Investments

Highly Personalized Strategies with Short, Medium, and Long-Term Returns
Using All Financial Instruments

Aim for Regular Interest

Details:

Investor Risk Profile: Low
Capital Preservation
Low Levels of Risk
Recommended Time Horizon: 3-5 Years
Negotiation and Reduction of all Banking and Financing Service Costs

Capital Preservation and Long-Term Growth

Details:

Investor Risk Profile: Medium
Regular Interest and Moderate Capital Gains
Asset Fluctuation and Average Risk Level
Recommended Time Horizon: 5-8 Years
Negotiation and Reduction of all Banking and Financing Service Costs

Long-Term Capital Growth

Details:

Investor Risk Profile: Medium-High
Regular Interest and Capital Gains
Growth in Asset Fluctuation and Medium-High Risk Level
Recommended Time Horizon: 8-12 Years
Negotiation and Reduction of all Banking and Financing Service Costs

Long-Term Capital Growth

Details:

Investor Risk Profile: High
Higher Asset Fluctuation and High Risk Level
Recommended Time Horizon: 12+ Years
Negotiation and Reduction of all Banking and Financing Service Costs

Short and Medium-Term Capital Growth

Details:

Investor Risk Profile: Very High
Tailor-Made Solutions and Investments
Use of Derivative Instruments and Alternative Investments
Recommended Time Horizon: 1-3 Years
Negotiation and Reduction of all Banking and Financing Service Costs

SERVICES

FAMILY OFFICE
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Discretionary Mandate
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Supervisory Mandate
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Custodian Banks Selection
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Our Services

Our range of services is designed to meet your evolving financial needs.

Discretionary Mandates

We preserve your wealth with tailored mandates, capitalizing on market opportunities and innovative solutions.

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Family Office

Our Multi Family Office optimizes the management of your wealth to ensure financial security for your future generations. Trust us for a safe and prosperous financial future.

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Custodian Banks

Choosing the right custodian bank is of paramount importance. We find the ideal solution tailored to your profile and investment objectives.

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Supervisory Mandates

We are your ally in risk management and optimizing asset performance. We provide real estate appraisals, certified art appraisals, and valuations of unlisted companies.

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Advisory Mandates

Our wealth advisory is designed to ensure that your wealth is managed with precision and efficiency. We will help you develop the perfect portfolio allocation and investment strategy.

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Corporate and Company Liquidity Management

Effective corporate and company liquidity management is essential for maintaining financial stability and fostering growth.

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Family Office

Il nostro Multi Family Office ottimizza la gestione del tuo patrimonio per garantire sicurezza finanziaria alle tue future generazioni.
Offriamo consulenza esperta, strategie personalizzate e servizi di supervisione per preservare e far crescere il tuo patrimonio. Affidati a noi per un futuro finanziario prospero e sicuro.

Contattaci
Mandati di gestione patrimoniale

Il nostro Multi Family Office ottimizza la gestione del tuo patrimonio per garantire sicurezza finanziaria alle tue future generazioni.
Offriamo consulenza esperta, strategie personalizzate e servizi di supervisione per preservare e far crescere il tuo patrimonio. Affidati a noi per un futuro finanziario prospero e sicuro.

Contattaci
Mandati di supervisione

Il nostro Multi Family Office ottimizza la gestione del tuo patrimonio per garantire sicurezza finanziaria alle tue future generazioni.
Offriamo consulenza esperta, strategie personalizzate e servizi di supervisione per preservare e far crescere il tuo patrimonio. Affidati a noi per un futuro finanziario prospero e sicuro.

Contattaci
Selezione della banca depositaria

Il nostro Multi Family Office ottimizza la gestione del tuo patrimonio per garantire sicurezza finanziaria alle tue future generazioni.
Offriamo consulenza esperta, strategie personalizzate e servizi di supervisione per preservare e far crescere il tuo patrimonio. Affidati a noi per un futuro finanziario prospero e sicuro.

Contattaci

OUR TEAM

MAURO PENNATI
Director and Asset Manager

Mauro has been a Partner in Taurus since January 1st, 2019. He joined the company in October 2004 as Co-Director, after having developed a rich experience in consulting and private client management working for Swiss Bank Corporation (SBC, now UBS) first in the German and French-speaking parts of Switzerland, and then in London from 1986 to 1988. He remains active in Private Banking at various institutions in Lugano, such as SBC, Yamaichi Bank (Switzerland), BNP Paribas, and Credit Suisse (as Vice President).

Paolo Calastri
Director and Asset Manager

Paolo joined Taurus in August 2017 as Co-Director and became a Partner on January 1st, 2019. He entered the world of Private Banking after having gained experience as a trader at various institutions both in Lugano and Zurich. Since 1983 he has worked at Banca Unione di Credito, Citicorp Zurich, Banca Popolare Svizzera, Banque CIAL, Credito Privato Commerciale, Liechtensteinische Landesbank and PKB Privatbank. During his career he has acquired extensive knowledge in sophisticated investment solutions.

MATTIA SUIRA
Director and Asset Manager

Mattia joined Taurus on January 1st, 2019 as Partner and Co-Director. After graduating in economics and banking, he built his career as a client advisor until he became Vice Director of Private Banking first at UBS AG, then at Credit Suisse AG and PKB Privatbank AG. In January 2015 he decided to continue his activity as an external advisor at SWIX Family Office AG, where he re-united with several ex-colleagues and took the position of Vice President. SWIX became a strategic partner of Taurus in autumn 2018.

CAMILLO SESSA
Co-Director and Asset Manager

Camillo joined Taurus in September 2017 as Co-Director after thirty-four years at BNP Paribas, where he held roles of increasing responsibility. He has been a member of the Executive Board and has an extensive, decade-long experience in Private Banking as an advisor.

GIANLUCA PANAREO
Assistant Vice President

Gianluca joined Taurus in February 2014 as a Compliance Officer and Risk Manager. He obtained a Master’s degree in Political Science at the University of Milan and began his career in the luxury goods industry. He joined the finance sector in 2007, starting at the Lugano branch of UniCredit (Suisse) Bank, Lugano before moving on to other local institutions.

CINZIA COLOMBINI
Assistant

She joined Taurus in February 2022 to support the team client relationship managers and operations in the administrative area.She gained significant experience in Private Banking and Credit in leading banking institutions (Credit Suisse, Banco di Lugano) and for 15 years as a management assistant at Banca Edmond de Rothschild SA in Lugano, as well as in Compliance at L’experience SA, Zurich. In addition, she held the position of Client Relationship Manager at Assetmax SA.

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The total revision of the Federal Act on Data Protection (nFADP) came into force on 1st September 2023.
Taurus Asset Management SA has aligned with the new provisions and processes all personal data in full compliance with the law. The methods of data processing are described in the specific policy, available
here
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