private banking Italy
Our Milan office opened in 2016, providing private banking services to entrepreneurs and their families in Italy over the long term, for generation after generation. We offer a wide range of bespoke wealth management services, including portfolio management, delivered through close relationships with our experienced private bankers.
Our objective is to preserve and grow our clients’ wealth over the long term. We are an independent Swiss private bank, entirely owned by our Partners. This enables us to take a long-term perspective and aligns our interests with those of our private banking clients. We are among the world’s best-capitalised banks. In a rapidly changing world, we offer strength and stability – and have done for 225 years.
wealth management experts
We are true investment specialists, with a sole focus on wealth management and asset management services. We offer personal relationships and bespoke investment solutions.
Our investment philosophy is geared to the long term and we manage risk accordingly. We believe in active investment management, based on fundamentals, within a strong risk–control framework.
Our team of more than 220 investment professionals within the private bank produces insightful research with a long–term macroeconomic focus. Our investment research team is among the largest of all Swiss private banks, and covers a broad spectrum of asset classes, including fixed income, equities, currencies, private equity, hedge funds, gold, money markets and structured products.
Our investment process combines top-down asset allocation with bottom-up convictions, and integrates sustainability analysis, which we believe will deliver superior long-term returns. We construct portfolios based on our clients’ goals, risk appetite, personal and tax circumstances, and offer both discretionary and advisory investment services. Our portfolios can be invested in individual securities, our own or ‘best in class’ externally managed funds, selected by our Open Architecture teams.
Our discretionary mandates are based on an individual, direct and transparent style of portfolio management that adapts to reflect the changing economic environment. As the world of lower economic growth reshapes traditional assets’ expected returns, we constantly rethink ways to improve investment outcomes.
For clients who wish to be more involved in managing their portfolio, our investment advisory offering gives them a two-way relationship with a dedicated banker who liaises with our investment experts, to ensure they are in control, but not alone.
dedicated private bankers
Our bankers are seasoned professionals who advise only a limited number of clients. They invest the time to understand your personal situation in order to offer appropriate solutions.
We know that every client has different demands and individual goals. We design bespoke wealth and asset management services that help to meet those objectives. Our enduring combination of resilience and innovation means we are equipped to assist our clients for generations to come.
serving entrepreneurs
Our Partners are entrepreneurs who own and manage the business, and are involved in client relationships, giving our clients a unique opportunity to enjoy privileged conversations with fellow entrepreneurs. With our family business heritage, we can speak to other family businesses with authority and experience on wealth transfer and building effective intergenerational structures.
advanced wealth management technology
Over almost three decades, we have designed, built and are continually improving our award-winning, single global technology platform. It is used by our bankers and investment experts for portfolio management across our bank. Our client interface of this platform is called My LO. It offers an at-a-glance overview of investments, market movements and our latest analysis, research and publications. Our wealth technology has won numerous awards, including most recently ‘Best European Private Bank – Wealth Management Platform’ at the European WealthBriefing Awards 2020.
sustainable investing
Our core conviction in sustainability shapes everything we do. Our investment process integrates analysis that aims to identify companies with sustainable business models and activities.
We believe the next economic revolution has begun and that sustainability is a key driver of future returns. We created our first sustainable investment and analysis system in the late 1990s and have been continuously developing it ever since. These tools are as an extended part of our financial analysis and are used as a means of refining our investment strategies.
We can also offer portfolios where sustainability is the primary driver of security selection, personalised sustainable portfolios based on individual client specifications, or pure impact strategies.
In 2019, we became the first global wealth and asset manager to gain B Corp certification, one of the world’s leading sustainability ratings.
your local team
Our stable and established team in Milan speaks multiple languages and works closely with our teams of experts in more than 20 other offices worldwide, to serve clients in one of Europe’s most established wealth markets. To learn more, please get in touch using the form below, or call our office directly.
Alberica Brivio SforzaLocal Managing Director
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