Banca del Ceresio
Switzerland
Founded in
1958 (68 Years)
Founded
Last online: No recent activity
OVERALL SCORE
Others
--/10
Reviews
52/90
26 reviews
Provided by TrustFinance
OVERALL SCORE
Others
--/10
Reviews
52/90
26 reviews
Provided by TrustFinance
Contribute to TrustScoreYour experience will reflect on TrustScore.
Share your thought and experience with this company.
Security Information
What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know Banca del Ceresio
Company Information
Get to know Banca del Ceresio
Founded in Lugano, Switzerland, in 1958, Banca del Ceresio has its origins in a financial consultancy firm established in Milan in 1919 by the Foglia family, who still owns and manages the bank today. It operates as a traditional Swiss private bank, focusing on preserving and growing client wealth through personalized asset management, investment advisory, and custody services. The bank is part of the Ceresio Investors group, which extends its presence to Italy and the UK, emphasizing a boutique approach with a long-term perspective on client relationships and investment strategies.
Industry
- Financial Private BankingPRIMARY
- Financial Wealth Management
Contact
-
-
-
-
Social
Company hasn't updated its information.
Reviews
Highlight Review
Review Analytic
goggles
Direct
Excellent
Overall Thought
I've been using Banca del Ceresio for my private banking needs for the past few years, and I've been very impressed with the service I've received. The staff are always friendly and helpful, and they take the time to understand my needs and goals. They've also been very knowledgeable about the different investment options available, and they've helped me to make some sound financial decisions.
Aug 10, 2023
A
oluigbochizy
Direct
Excellent
Overall Thought
Bel servizio clienti. Risposta rapida e soluzioni nitide in qualsiasi momento Generalmente i servizi sono buoni e sono offerti a un importo generoso Anche la sicurezza è garantitaBel servizio clienti. Risposta rapida e soluzioni nitide in qualsiasi momento Generalmente i servizi sono buoni e sono offerti a un importo generoso Anche la sicurezza è garantita
Aug 8, 2023
A
mchamo1978
Direct
Excellent
Overall Thought
Their personalized approach to wealth management and expertise in financial planning has been invaluable. I appreciate their attention to detail and commitment to delivering tailored solutions. The professionalism and responsiveness of their team have instilled confidence in me. Banca del Ceresio is my trusted partner for all my banking and investment needs.
Jul 22, 2023
Social Scout
See what Social Scout found of Banca del Ceresio
Provided by TrustFinance AI Analysis
Reviews
Total 0
Filter
5 Star
0%
4 Star
0%
3 Star
0%
2 Star
0%
1 Star
0%
Sort by
