Services

Zürcher Balmelli & Partners SA offers financial advisory and asset management services to a high professional standard thanks to a team with many years of experience in the financial sector.

 

The main objective of the management team is to generate added value for clients with particular attention to investment customization services, asset purchasing power maintenance and constant risk monitoring.

Consulenza

ASSET MANAGEMENT

Pianificazione

PLANNING AND STRATEGY

Family governance

FAMILY OFFICE

Zürcher Balmelli & Partners SA offers financial advisory and asset management services to a high professional standard thanks to a team with many years of experience in the financial sector.

 

The main objective of the management team is to generate added value for clients with particular attention to investment customization services, asset purchasing power maintenance and constant risk monitoring.

Consulenza

ASSET MANAGEMENT

Pianificazione

PLANNING AND STRATEGY

Family governance

FAMILY OFFICE