Daniele Mallozzi, CIO of Taurus Asset Management SA Lugano[/caption]
Founded in 2000, Taurus Asset Management SA Lugano grows side-by-side with its clients, sharing their successes as its own. Taurus AM is a multi-family office specialising in discretionary and supervisory mandates as well as custodian bank selection. The firm’s leadership team has deep industry experience and hails from some of Europe’s most prominent financial institutions. A successful corporate rejuvenation process has facilitated smooth handover in leadership over two generations. It has established productive professional relationships with leading banks and professional service providers worldwide. Taurus Asset Management SA Lugano navigates that network with clients’ needs as its North Star. It customises services to client requirements and guarantees the utmost discretion. Taurus Asset Management SA Lugano has proven itself an agile and adept manager of client assets, helping to preserve and grow their wealth for generations to come. Taurus Asset Management SA Lugano strives to earn its clients’ trust, not as a stratagem, but as a matter of character and commitment.
Capitalising on market opportunities necessitates proactive management. The escalating interest rates emphasize the significance of refining direct investments through various strategies like the Barbell Strategy, Bullet Strategy, Duration Management, Yield Curve Strategy, Credit Spread Trading, and Immunization Strategy. Among these, the Duration Management strategy focuses on effectively managing the duration of bonds to maximize returns.
Taurus Asset Management SA Lugano can help clients to curate an art collection, build a real estate portfolio or pursue a philanthropic passion. Corporate clients come to Taurus Asset Management SA Lugano for assistance with structuring finance, M&As, trade finance, listings and valuations. It can assist private and corporate clients with estate and retirement planning as well as tax issues. The Swiss firm has established a strong presence in Lugano and Bellinzona. It expects to build upon the momentum of digital advances to continuously enhance portfolio management and customer service. The CFI.co judging panel announces Taurus Asset Management SA Lugano as the 2023 Best Fixed Income Investment Strategy (Switzerland) award winner.
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