Cassa Lombarda S.p.A.

The excellence of a private bank

We are a private Bank focused on Private Banking. Based in Milan, we have been in the business for more than 100 years. We are part of an international group specialising in Wealth Management that includes the Switzerland-based PKB Private Bank SA as well as other entities providing Asset Management and fiduciary services. This allows us to offer solutions typical of a broader financial network.

Cassa Lombarda operates out of its head office in Milan with branches in Rome, Bergamo, Busto Arsizio, and Como.

We aim to provide world-class services by relying on our in-house professionals as well as select external advisors; our goals include protecting and growing the assets of our Clients, offering them a transparent, constant and interactive relationship model based on conflict-of-interest-free advice as well as a completely open product architecture.

Soundness, personalised relationships with Clients, and transparency are the core values of the dedicated advisory model we offer: an advanced, exclusive and highly personalised financial advisory service that, combined with the years of experience of our Private Bankers, allows us to understand all the financial and planning needs of each individual Client as well as their family and business, if any.

Our Wealth Management offerings include classic as well as tailor-made portfolio management services in order to develop a dedicated, increasingly exclusive and highly personalised approach. As for banking services, besides all conventional banking services, lending is ancillary to our Private Banking operations and allows us to meet the asset and liability management needs of our Clients.

OUR VALUES

INDIPENDENDENCE

We operate without conflicts of interest by taking an approach based on providing advice, rather than selling products—giving you the freedom to pick the best solutions under an “open-architecture” model, guided by the expertise of the Bank’s Wealth Management professionals.

SOUNDNESS RELIABILITY

We have a strong capital structure and a high client retention rate.

CLIENT FOCUS

We constantly pay special attention to our Clients in order to meet their interests by taking a dynamic, personalised and professional approach.

TRANSPARENCY

We put our Clients in the position to have clear and relevant information in order to steer them towards making informed and shared decisions.

BOARD OF DIRECTORS

Chair: Massimo Trabaldo Togna
Deputy Chair: Francesco Bellini
Chief Executive Officer: Paolo Vistalli
Directors: Annamaria Bottero*, Roberto Cravero, Giulia De Martino, Aldo Marco Maggi*, Umberto Trabaldo Togna, Luca Venturini
Board Secretary: Leonardo Rossi

* Indipendent Directors

BOARD OF STATUTORY AUDITORS

Chair: Riccardo Perotta
Standing Statutory Auditors: Diego Maroni, Federica Sangalli
Alternate Statutory Auditors: Valentina Doris, Federico Mariscalco Inturretta

General Manager: Paolo Vistalli

Address: Via A. Manzoni, 12/14 20121 Milan, Italy

Phone: +39 02 77 99 1
FAX: +39 02 77 99 284

Address: Via Paisiello, 35/A – 00198 Roma, Italy

Phone: +39 06 85 37 671
FAX: +39 06 85 37 67 37

Address: Via XX Settembre, 16 – 24122 Bergamo, Italy

Phone: +39 035 35 98 11
FAX: +39 035 35 98 150

Address: Via Dante, 1/A (corner with Via Roma) – 21052 Busto Arsizio (province of Varese), Italy

Phone: +39 0331 30 48 11
FAX: +39 0331 63 24 95

Address: Via Garibaldi, 30 – 22100 Como, Italy

Phone: + 39 031 27 66 51
FAX: + 39 031 27 66 555