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DirectoryFinance & InsuranceExternal Asset ManagementLuganoZBP Asset Management SA
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ZBP Asset Management SA

Summary

About the company

The core activity of Zürcher Balmelli & Partners SA is asset management and the provision of family office services, including planning and strategy as well as maintaining relationships with banks.

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Products & services

Industry:External Asset Management
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Wealth management
Asset management and advisory and discretionary mandates, with a top-down approach, fundamental and technical analysis, risk monitoring and selection of investment instruments.
Planning and strategy
Management of corporate and private liquidity, advice on capital structure for retirement planning, legal and tax advice, insurance, succession and residence planning.
Family Office
Strategic services for private wealth, family continuity and business dynamics, including accounting, legal and fiduciary advice, taxation, banking oversight, trusts and family governance.

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Location

Via Guglielmo Marconi 2
6900 Lugano
Opening hours
Mon
08:30 - 18:00
Tue
08:30 - 18:00
Wed
08:30 - 18:00
Thu
08:30 - 18:00
Fri
08:30 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-415.994.074
Founded
2016 · 10 years
Last commercial register change
May 21, 2026
Employees
11 to 20

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