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+41 (0) 91 911 11 40 | info@taurus-lugano.ch

About us

your trust, our success
About us
your trust, our success
Taurus Asset Management is a historic multi-family Office established in Lugano, in 2000, by the initiative of three private bankers from the traditional institutional banking environment. Our history is steeped in deep knowledge and experience in the financial sector and was built on the passion and dedication of our Founders.
Since we founded it, Taurus has established itself as a benchmark in the industry, offering personalised and high-quality wealth management services to families and businesses. Our main goal is to meet our clients’ financial and investment needs by providing tailored solutions and adapting to their individual goals.
Our solid base in Lugano, one of Switzerland’s leading financial centres, has enabled us to build strong international connections and benefit from a stimulating environment for our activities. Over the years, we have developed an extensive network of partners and industry professionals, thus ensuring access to a wide range of opportunities and services for our clients.
What sets us apart is the proactive and personalized approach we take to managing the assets of families and businesses. Our team of highly-skilled experts works closely with clients to understand their needs, goals, and core values. This close and collaborative partnership allows us to create tailored investment strategies, ensuring appropriate risk management and sustainable asset growth.

management team

Chief Executive Officer

Mattia is an established and experienced Swiss financial and fiduciary professional with a solid background in business and banking. He has accumulated significant experience as a client advisor in private banking at renowned institutions such as UBS AG, Credit Suisse AG and PKB Privatbank AG. In 2015, he chose to embark on a new challenge as an independent advisor, aiming to provide high quality services and maintain fiduciary relationships with his clients. In 2019, Mattia joined Taurus Asset Management SA as a Partner, bringing with him his extensive experience and passion for the financial industry. Due to his dedication and expertise, he was promoted to CEO and majority partner in 2022. In addition to his professional commitment, Mattia is strongly committed to promoting and supporting youth sports in the Canton of Ticino.

Daniele Mallozzi
Chief Investment Officer

Daniele is a renowned financial professional with over 23 years of experience and a solid economic education with specialization in digital investments at the London School of Economics and Political Science. His career has been marked by senior roles as General Manager, Head of Risk Management, Multi Portfolio Manager at prestigious financial institutions such as Abn Amro, Old Mutual, PKB Privatbank, UBS.Over the years, he has acquired a reputation for excellence through his ability to develop and manage portfolios for UHNWI (Ultra High Net Worth) clients. The Investment Funds, Hedge Funds and UCITS Funds he has managed have earned major awards from Barclayhedge, Morningstar, CFS rating, CityWire. In January 2023, Daniele joins Taurus as Chief Investment Officer.

Client Advisor and Asset Manager

Mauro joined Taurus in 2004, bringing with him extensive experience in advising and managing private clients. He has a successful career in leading national and international financial institutions. Mauro is recognized as a trusted and valuable professional. During his career in private banking at institutions such as UBS, Yamaichi Bank, BNP Paribas, and Credit Suisse, he has demonstrated competence and leadership. In addition to his financial activities, Mauro is an avid golfer who finds golf a source of relaxation and personal challenge. In 2019, he became a Partner at Taurus.

Paolo Calastri
Client Advisor and Asset Manager

Paolo is a highly experienced financial professional with a successful career as a trader at prestigious institutions in Lugano and Zurich. He has consolidated solid skills in management and private banking through a long and challenging journey. Since 1983, he has contributed to the success of such reputable institutions as Credit Union Bank, Citicorp Zurich, Swiss People's Bank, Banque CIAL, Private Commercial Credit, Liechtensteinische Landesbank and PKB Privatbank, holding various positions of responsibility including Head of Trading and Stock Exchange Office. His long experience has given him a deep understanding of the most sophisticated investment solutions. Thanks to his commitment and dedication, he became a Partner of Taurus as of January 1, 2019, contributing significantly to the company's growth and success.

Client advisor and Asset manager

Camillo joined Taurus in September 2017, bringing with him a wealth of experience in the banking industry. He dedicated more than 30 years of his career at BNP Paribas, where he took on roles of increasing responsibility. In particular, he played a key role as a Member of Management, focusing his activity in the field of Private Banking and gaining consolidated experience in advising private clients.

Compliance Officer and Risk Manager

Gianluca joined Taurus in 2014 in the role of Compliance Officer and Risk Manager. He obtained a Master’s degree in Political Science at the University of Milan. He started his career in the luxury goods sector with positions of increasing responsibility until he became Sales and Marketing Director Italy of a multinational company. In 2007 he joined the finance industry in the Private Banking area covering different roles and working for UniCredit (Suisse) Bank, Aperta Gestioni Patrimoniale SA, part of the CREVAL group and other financial institutions, where he implemented a regulatory framework in line with current standards and managed corporate and market risks. Over the years, he has followed national and international legislative and regulatory changes and carried out several courses and study sessions on compliance and risk management issues at the Centro Studi Bancari (CSVN).

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