THE BULL IS THE ETERNAL PRINCIPLE OF LIFE, TRUTH IN ACTION.

About us

Your trust, our success

Taurus Asset Management is a company active in the financial resources management and aims to offer its Clients qualified and highly personalised advice in the investment field.

Taurus Asset Management is an active member of the Swiss Association of Portfolio Managers and its partners all have a long experience in managing money and are able to define personalised solutions that take into account each Client’s risk profile and investment goals, in order to achieve optimum results.

Taurus Asset Management can also offer advice on tax matters, estate- and retirement planning both to private and company clients.

Taurus Asset Management, where a Client can count on maximum discretion, availability of time and resources, flexibility and professional competence.

Taurus Asset Management works together with some of the world’s most important banks, directly benefiting from their infrastructures, products and services, maintaining at the same time a clearly independent role in order to achieve the best solutions for its clients.


Personalised Investments

Security

Fixed income placements – no investment in stocks.

Goal: regular income.

Balanced

Fixed income placement – moderate stock investment.

Goal: regular income and moderate profits from capital gains.

Growth

Distribution between fixed income- and stock- and related investments.

Goal: profits obtained through capital gains rounded off with interest income.

Dynamic

Investment in stocks and related instruments.

Goal: profits from capital gains.

Team

Edo Romano

Managing Director

Edo’s career began in 1973 at Banca Unione di Credito, where he gained ample experience in Private Banking through roles of increasing responsibility and experiences abroad. In 1987 he opened the Lugano branch of Yamaichi Bank (Switzerland), where he is Director and Branch Manager. He has been a member of the Raffeisen Bank of Magliasina, Caslano, Board of Directors form 1991 to 2015. In 2000, he founded Taurus Asset Management SA.

Mauro Pennati

Co-Director and asset manager

Mauro has been a Partner in Taurus since January 1st, 2019. He joined the company in October 2004 as Co-Director, after having developed a rich experience in consulting and private client management working for Swiss Bank Corporation (SBC, now UBS) first in the German and French-speaking parts of Switzerland, and then in London from 1986 to 1988. He remains active in Private Banking at various institutions in Lugano, such as SBC, Yamaichi Bank (Switzerland), BNP Paribas, and Credit Suisse (as Vice President).

Camillo Sessa

Co-Director and asset manager

Camillo joined Taurus in September 2017 as Co-Director after thirty-four years at BNP Paribas, where he held roles of increasing responsibility. He has been a member of the Executive Board and has an extensive, decade-long experience in Private Banking as an advisor.

Paolo Calastri

Co-Director and asset manager

Paolo joined Taurus in August 2017 as Co-Director and became a Partner on January 1st, 2019. He entered the world of Private Banking after having gained experience as a trader at various institutions both in Lugano and Zurich. Since 1983 he has worked at Banca Unione di Credito, Citicorp Zurich, Banca Popolare Svizzera, Banque CIAL, Credito Privato Commerciale, Liechtensteinische Landesbank and PKB Privatbank. During his career he has acquired extensive knowledge in sophisticated investment solutions.

Mattia Suira

Co-Director and asset manager

Mattia joined Taurus on January 1st, 2019 as Partner and Co-Director. After graduating in economics and banking, he built his career as a client advisor until he became Vice Director of Private Banking first at UBS AG, then at Credit Suisse AG and PKB Privatbank AG. In January 2015 he decided to continue his activity as an external advisor at SWIX Family Office AG, where he re-united with several ex-colleagues and took the position of Vice President. SWIX became a strategic partner of Taurus in autumn 2018.

Gianluca Panareo

Assistant Vice President

Gianluca joined Taurus in February 2014 as a Compliance Officer and Risk Manager. He obtained a Master’s degree in Political Science at the University of Milan and began his career in the luxury goods industry. He joined the finance sector in 2007, starting at the Lugano branch of UniCredit (Suisse) Bank, Lugano before moving on to other local institutions.

Alessia Gianinazzi

Assistant Manager

Alessia joined Taurus in September 2009; today she is head of administrative services and has been appointed Assistant Manager (Procuratrice di Banca) in 2018. After completing her studies at the SCC of Bellinzona, she attended professional training courses at the Villa Negroni Study Centre.

Ylenia Tamagni

Assistant

Ylenia joined Taurus in September 2018 after completing her studies at SCC Bellinzona. She works in the administrative sector and provides support to the customer advisors.

Trust is not a matter of technique, stratagem or expedient, but of character.

Via Magatti 3 | CH-6900 Lugano
Piazza del Governo 4 | CH-6500 Bellinzona

Tel. +41 (0)91 911 11 40 | info@taurus-lugano.ch