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DirectoryFinance & InsuranceExternal Asset ManagementLuganoTaurus Asset Management SA
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Taurus Asset Management SA

Summary

About the company

Taurus Asset Management SA is a multi-family office and asset manager offering discretionary mandates and family office services. Its services include wealth and pension planning, supervisory mandates, corporate liquidity management and custodian bank selection; the firm states it is licensed and supervised by FINMA and is a member of the Swiss Association of Asset Managers.

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Industry:External Asset Management
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Wealth management mandates
Discretionary mandates for the day-to-day management of assets, with tailored investment strategies, continuous monitoring, and transparent reporting.
Wealth advisory
Personalised financial advice for objectives, risk profile and time horizon; also includes management of alternative assets and support with mortgages and commercial loans.
Family Office
Multi family office service for protection and growth of assets, with coordination of professionals, legal and tax advisory, succession planning and international relocation.
Business and corporate liquidity management
Liquidity management for companies and corporate entities, including analysis of the financial situation, tailored planning, optimisation of liquid assets and periodic reporting.
Supervisory mandates
Supervisory mandates to monitor portfolios and performance against the reference markets, with tailored recommendations, direct oversight and regular updates.
Custodian bank selection
Support in selecting the appropriate custodian bank based on the client’s profile and objectives, including assistance with documentation and access to a network of partner banks.
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Location

Riva Giocondo Albertolli 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-105.421.467
Founded
2000 · 26 years
Last commercial register change
August 7, 2026
Employees
1 to 10

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