About us

We are a Family Office, structured as a Bank, specialised in active asset management, historically oriented towards co-investing with other families. We are active in Lugano through the parent company Banca del Ceresio and Lagom Family Advisors; in Milan through Ceresio SIM, Global Selection SGR and Eurofinleading Fiduciaria; in London with Belgrave Capital Management.

About us

Our History

The third generation of founder Antonio Foglia continues the business while preserving its original values.

The over 100-year history of our family business allows us to deeply understand the needs of families, whom we assist with the same resources and attention that we provide to the shareholder family.

Discover our History >

CERESIO INVESTORS IN NUMBERS

213 mln CHF

Equity

42.7%

Simplified Leverage ratio

9 bn CHF

Assets under management

171

Employees

Financial statement data as of 09/30/2024

Our Values


Clients, shareholders and management share ideas, opportunities and investments. The Group's independence allows it not to be biased and always aligns interests, minimising conflicts of interest.


For more than a century, our experience has been passed on from one generation to the next, consolidating our international reputation and ensuring continuity of our operating model, which prioritises solidity over profitability.


Our constant search for excellence is founded on an innate intellectual curiosity and cultivated through an open table of constructive criticism and rigorous analysis. We are always digging deeper with enthusiastic questioning.


Respect is fundamental in all human relationships, but it is equally important towards the communities in which we operate and the environment around us: pragmatic social responsibility values are part of the company’s DNA.


The Group