Zürcher Balmelli & Partners SA

Asset management
from 1978

Our team

The company offers financial advisory and asset management services to a high professional standard, thanks to a team of employees with many years of experience in the financial sector.

Tradition

Hodler - Eiger, Mönch und Jungfrau in der Morgensonne

Zürcher Balmelli & Partners SA continues the activity of Zürcher Consultancy, which has been managing assets since 1978.

THE COMPANY

Zürcher Balmelli & Partners SA is active in the field of financial advice and asset management, operating independently for both private and institutional clients according to the principles of transparency, accountability and confidentiality.

The skills acquired and the experience gained are a guarantee of professionalism, continuity and success, as attested by the loyalty and esteem of our clients and major banking institutions.

ASSET MANAGEMENT

PLANNING AND STRATEGY

FAMILY OFFICE

OUR TRANSPARENCY

Zürcher Balmelli & Partners SA is a member of the Self-Regulatory Organisation for Trustees of the Canton of Ticino (OAD FCT).

RELATIONSHIP WITH BANKS

Zürcher Balmelli & Partners SA has a long-standing partnership with the best Swiss and international depository banks.