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RELIABILITY AND DISCIPLINE. Banca Zarattini & Co’s Private Banking service is based on creating a clear and coherent investment strategy supported by a high level of financial competence, and monitored and guaranteed by a two-tiered organizational structure: the Management Committee and the Advisors.
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The Management Committee includes specialists in credit, investments, and market analysis who establish on a monthly basis the general directives concerning asset allocation, based on their assessment of the economic and financial situation.
The Advisors include the private bankers and fund managers who follow the individual client: to discuss and define together the composition of their portfolio; to recommend investment solutions appropriate for the individual’s needs and expectations; to monitor and adjust the asset allocation along the lines established by the Management Committee, or to accommodate any changes in the client’s outlook.
Banca Zarattini & Co also provides specialized consulting in fiscal, legal, and business matters: national and international estate planning; restructuring,mergers, and liquidation of businesses; assistance in business acquisitions; consulting services for the establishment of trusts, family foundations and public foundations.
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