Taurus Asset Management

Financial asset management is a specialised field demanding consistent and steadfast dedication and personalised solutions. Taurus Asset Management embodies these principles and serves high-net-worth families and individuals with expert strategies to safeguard and grow their wealth.

Established by three private bankers, Taurus is a Swiss company specialising in comprehensive wealth management solutions that expertly handle family wealth aspects, including tax optimisation, succession planning, intergenerational wealth transfer, philanthropy, business succession, and multifaceted investment portfolio management.

These services are meticulously designed to meet diverse requirements, often comprising individuals and families with intricate financial structures and investments across various asset classes.

“Delivering highly tailored solutions, we excel in addressing client challenges and skilfully transforming them into opportunities. Our core competency lies in managing the complexities associated with family wealth and crafting customised investment strategies to safeguard and nurture their assets,” says Daniele Mallozzi, chief investment officer at Taurus Asset Management.

To bypass the prevalent issues clients with complex investment portfolios face, it collaborates with them and crafts customised strategies that align with their risk tolerance and financial objectives. Reinforcing these services is Taurus’ family office, which implements advanced systems that provide seamless monitoring and reporting of investments to offer clients the expert management of assets and sought-after peace of mind.

As a financial asset management organization, Taurus aims to address the challenges in Switzerland’s financial landscape, particularly in light of recent changes in several European and global banking sectors.

Positioning itself as a trusted partner in this period of turmoil, the company emphasises trust, personalised service, and a family-like approach to delivering tailored solutions and addressing multifaceted financial needs.

Ensuring every customer experiences a personalized wealth management journey, it adopts a process characterised by custom-made flexible management and direct investments.

Taurus underwent significant changes to align its efforts to offer comprehensive financial solutions with the prevalent market demands. Rebranding to become an independent firm with a growing international footprint, it updated the logo and embraced digitalisation, which led to substantial growth for the company, particularly in southern Switzerland.

Leveraging this expanding client base, the firm is now targeting new customers looking for reliable financial and wealth management, fostering trust across a wide spectrum of clients, including ultra-high-net-worth individuals and everyday families. Above all, what sets Taurus apart is a distinct payment structure comprising a management and a performance-based fee, which reflects the company’s consistency in aligning its success with that of clients.

In every engagement, Taurus prioritises transparency by offering regular reports backed by mathematical algorithms to enhance financial decision-making across various scenarios. This commitment to innovation and client satisfaction drives its growth despite rising market volatility, technology disruptions, evolving risk management, and stringent regulatory specifications.

Taurus’s success is rooted in its team of seasoned experts who leverage deep market knowledge and extensive experience to effectively address financial requirements without compromising on trust or satisfaction. With a 23-year history of weathering economic crises and delivering consistent results, they are pivotal to the company’s ability to earn client trust through unmatched service.

In today’s dynamic financial asset management landscape, Taurus is a beacon of dedication, innovation, and client-centricity. With a history of longstanding success stories and a forward-looking approach, Taurus remains a trusted partner in safeguarding and growing wealth. Moving forward, it plans to cultivate strategic partnerships with Switzerland’s premier custodian banks for digital asset custody and push its portfolio’s quality, research, and security standards to new heights.