Your Trust, Our Success

About us

Taurus Family Office Lugano, Daniele Mallozzi Taurus Lugano, Taurus Asset management

With professionalism and transparency, we offer customized financial solutions and active wealth management to collaboratively build your financial security.

Multi-family office

Your Multi Family Office

Engage with a vibrant community that fosters spiritual growth, support, and lifelong bonds.

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Excellence in asset management

Established in the heart of Lugano in 2000, Taurus Asset Management SA is the result of the vision of three private bankers from the renowned Lugano Square.

Our Story
Taurus Family Office Lugano, Daniele Mallozzi Taurus Lugano, Taurus Asset management
EXPLORE

Our Story

EXPLORE

Our values

Income

Regular interest goal

Church

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Church

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Mission

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Church
Team

Management team

Mattia Suira

Chairman & Partner

Mattia is a Swiss financial and fiduciary professional with a background in business and banking. He has accumulated significant experience as a client advisor in private banking at institutions such as UBS AG, Credit Suisse AG and PKB Privatbank AG. In 2015, he chose to embark on a new challenge as a wealth manager outside of banks, aiming to provide high quality services and maintain fiduciary relationships with his clients. In 2019, Mattia joined Taurus Asset Management SA as a Partner and then assumed the position of President. In addition to his professional commitment, Mattia is strongly committed to promoting and supporting youth sports in Canton Ticino.

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Daniele Mallozzi

chief executive officer (CEO) & Partner

Daniele, with over two decades of experience in the financial sector, is an expert in investment, financial, traditional and digital, a field where he deepened his knowledge at the London School of Economics (LSE). He has held senior positions as Managing Director, Head of Risk Management, Multi Portfolio Manager in renowned institutions such as Abn Amro, Old Mutual, Hedge Funds Advisory, Pkb and UBS AG, specializing in portfolio management for Ultra High Net Worth (UHNW) clients. The funds he manages, including Hedge Funds and UCITS Funds, have received accolades from Barclayhedge, Morningstar, CFS rating, and Citywire. In January 2023, he joins Taurus Asset Management SA as Chief Investment Officer and in 2024 becomes Partner and assumes the position of Chief Executive Officer. Daniele is the creator and founder of 'Frontier' and 'Prime T.R.E.', two startups currently in the registration process.

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Paolo Calastri

Client advisor and asset manager

Paolo is a highly experienced financial professional with a successful career as a trader at prestigious institutions in Lugano and Zurich. He has consolidated solid skills in management and private banking through a long and challenging journey. Since 1983, he has contributed to the success of reputable institutions such as Credit Union Bank, Citicorp Zurich, Swiss People's Bank, Banque CIAL, Private Commercial Credit, Liechtensteinische Landesbank and PKB Privatbank, holding various positions of responsibility including Head of Trading and Stock Exchange Office.His long experience has given him a deep understanding of the most sophisticated investment solutions. In 2019, he became a Partner at Taurus.

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Delio Monti

Client advisor and asset manager

Delio, with over 20 years of experience and a solid economic banking background, is a recognized specialist in private banking and wealth management. Throughout his career, he has worked with prestigious institutions such as BNP Paribas and Credit Suisse, where he held prestigious positions, including Head of Investment Consulting. With a deep knowledge of equity and bond markets, he specializes in investment consulting and asset management. As of October 2024, Delio joins Taurus Asset Management SA as Client Advisor and Asset Manager.

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Mauro Pennati

Client advisor and asset manager

Mauro joined Taurus in 2004, bringing with him extensive experience in private client advisory and management. He has a successful career in leading national and international financial institutions. Mauro is recognized as a trusted and valuable professional. During his career in private banking at institutions such as UBS, Yamaichi Bank, BNP Paribas, and Credit Suisse, he has demonstrated competence and leadership. In addition to his financial activities, Mauro is an avid golfer who finds golf a source of relaxation and personal challenge.

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Camillo Sessa

Client advisor and asset manager

Camillo joined Taurus in September 2017, bringing with him a wealth of experience in the banking industry. He dedicated more than 30' years of his career at BNP Paribas, where he took on roles of increasing responsibility. In particular, he played a key role as a Member of Senior Management, focusing his activity in the field of Private Banking and gaining consolidated experience in advising private clients.

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Gianluca Panareo

Compliance Officer and Risk Manager

Gianluca joins Taurus in 2014 in the role of Compliance Officer and Risk Manager. He obtained a Master's degree in Political Science from the University of Milan. He began his career in the luxury goods sector with positions of increasing responsibility until he reached Sales and Marketing Director Italy of a multinational company. From 2007 he entered finance in the Private Banking area covering different roles and working for UniCredit (Suisse) Bank, Aperta Gestioni Patrimoniale SA, of the CREVAL group and other financial institutions, where he implemented a regulatory framework in line with current standards and managed corporate and market risks. Over the years, he has followed national and international legislative and regulatory changes and conducted various courses and study sessions, on compliance and risk management issues, at the Center for Banking Studies (CSVN) in Vezia.

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Our locations

We would be delighted to welcome you to our offices located in the picturesque historic buildings of Lugano and Bellinzona.

Riva Giocondo Albertolli 1 | CH-6900 Lugano

Via Magatti 3 | CH-6900 Lugano

Piazza Governo 4 | CH-6500 Bellinzona

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