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 of the main banking institutions.
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 of the main banking institutions.
Zürcher Balmelli & Partners SA is member of the Self-Regulatory Organization for Canton Ticino Asset Managers (OAD-FCT) and in the onboarding process to the Swiss Financial-Markets Supervisory Autority (FINMA).
Independent asset managers that operate without conflicts of interest and with an open architecture for the selection of investment instruments.
ZBP employees are our greatest asset; with this belief, we invest resources to build cutting-edge skills and train the best professionals.
Our team faithfully represents the values of competence and responsibility that have distinguished Zürcher Balmelli and Partners since its inception.
As a result of its many years of activity, the company has developed an extensive network of knowledge with highly qualified professionals who are fundamental to operate in this sector.
Zürcher Balmelli & Partners SA is member of the Self-Regulatory Organization for Canton Ticino Asset Managers (OAD-FCT) and in the onboarding process to the Swiss Financial-Markets Supervisory Autority (FINMA).
Independent asset managers that operate without conflicts of interest and with an open architecture for the selection of investment instruments.
ZBP employees are our greatest asset; with this belief, we invest resources to build cutting-edge skills and train the best professionals.
Our team faithfully represents the values of competence and responsibility that have distinguished Zürcher Balmelli and Partners since its inception.
As a result of its many years of activity, the company has developed an extensive network of knowledge with highly qualified professionals who are fundamental to operate in this sector.
ZBP employees are our greatest asset; with this belief, we invest resources to build cutting-edge skills and train the best professionals.
Our team faithfully represents the values of competence and responsibility that have distinguished Zürcher Balmelli and Partners since its inception.
Rodolfo Zürcher: Founder Partner and President
Michelangelo Balmelli: Founder Partner and General Manager
Alberto Crosa Galant: Founder Partner and CFO
Franco Poggi: Managing Partner and Head of HNWI, UHNWI
Francesco Consiglio: Managing Partner and Relationship Manager
Sergio Cocchi: Relationship Manager
Jacopo Castelli: Head of Portfolio Management
Andrea Solari: Head of Investment Advisory
Mattia Costantini: Compliance and risk manager
Luana Giger: Executive Assistant
Nunzia Marietti: Executive Assistant
Federica Mamone: Executive Assistant
ZBP employees are our greatest asset; with this belief, we invest resources to build cutting-edge skills and train the best professionals.
Our team faithfully represents the values of competence and responsibility that have distinguished Zürcher Balmelli and Partners since its inception.
Rodolfo Zürcher: Founder Partner and President
Michelangelo Balmelli: Founder Partner and General Manager
Alberto Crosa Galant: Founder Partner and CFO
Franco Poggi: Managing Partner and Head of HNWI, UHNWI
Francesco Consiglio: Managing Partner and Relationship Manager
Sergio Cocchi: Relationship Manager
Jacopo Castelli: Head of Portfolio Management
Andrea Solari: Head of Investment Advisory
Mattia Costantini: Compliance and risk manager
Luana Giger: Executive Assistant
Nunzia Marietti: Executive Assistant
Federica Mamone: Executive Assistant