VALUES AND INVESTMENT PHILOSOPHY

Our investment philosophy has its foundations in the activity since the 1960s which was undertaken by the founders of Banca del Ceresio, more so the research work for the identification of high quality independent managers, to whom to entrust the management of the component " at risk ”of the Property and customer assets.

From the beginning we use this approach to manage the equity component of our portfolio and that of our clients, investing with the talent managers we select all over the world, with an objective of absolute return, with a view to improving the risk profile / yield.


THE PILLARS THAT LEAD US

1

INVESTING TOGETHER

We invest the assets of our customers in the same tools we select to manage our assets, according to a logic of co-investment with the managers to whom we entrust our assets.

2

BELIEVE IN THE TALENT

In the world of asset management, as in all other disciplines, there are professionals with innate talent, who achieve above-average results.

3

BE INDEPENDENT

We believe that talent can best be expressed, in an active management model, within independent structures with a high entrepreneurial content.

4

CUSTOMIZE

We offer an asset management service with high customization which is tailored to the specific needs of each customer, both in terms of portfolio composition and in terms of legal structure.

5

GROW AND PROTECT

Our investment approach focuses on protecting the value of the client's assets paying particular attention to risk and liquidity control, and long-term growth.

6

LOOKING FORWARD

We periodically meet the managers to whom we entrust the investments to have a privileged view on the future scenarios of the markets and intercept in advance the phenomena that drive the long-term trends.