Banca Aletti & C. (Suisse) S.A.
Origin of Banca Aletti & C. (Suisse) S.A.
Banca Aletti & C. (Suisse) S.A. was founded in 2000 in Lugano and is a subsidiary of Banca Aletti & C. S.p.A., Milan. Banca Aletti Milan belongs to the Banco BPM Group, Milan, Italy. The Banco BPM Group was born through the merger of Banco Popolare and Banca Popolare di Milano in January 2017. In Italy, Banca Aletti has 51 branches and was established in 1826.
In a provision dated May 29, 2017, the Bank of Italy authorized Banca Aletti Suisse to operate in Italy.
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Philosophy and Strategy
Banca Aletti & C. (Suisse) S.A. is managing and administrating the assets of private and institutional clients. The bank is the private banking arm of the Banco BPM Group.
Customer service is a crucial element of Banca Aletti’s business. The bank developed into an entity that possesses high-quality technical expertise. The bank has a vast network with the leading financial institutions.
Trust is essential to Banca Aletti, and the essential values are discretion and professionalism.
Banca Aletti works alongside with their clients and provides the utmost care in all the steps of the investment process. The bank understands the needs and objectives of their customers and is in constant communication with them.
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Services and Solutions
Banca Aletti offers a wide range of services and products, like:
- Different asset management mandates, diversified by risk profile, geographically allocation and currency.
- Multi-currency accounts
- Mutual funds
- SICAVs
- Investment advice
- Lombard loans
- Brokerage, active in the trading of securities, derivatives, and currencies
- Safe deposit boxes and vaults
Asset Management
To define an optimal portfolio on the one hand and the ability to diversify investments, with the aim to achieve the best possible return, on the other hand, requires the technical skills which Banca Aletti provides to their customers.
The service enables access to the global financial markets, and experienced professionals are responsible for the asset allocation activities, the selection of funds and the diversification of the portfolio.
The clients can choose the investment profile most suitable to them. The customers can manage their assets by themselves and can count on professional advice by the relationship manager, or they can choose between different mandates intending to identify absolute return or with a flexible management service that is still within the agreed risk level.
The managers don’t have predefined benchmarks and are therefore very flexible in their investment process and can take advantage of opportunities in the market.
Brokerage
Banca Aletti has a very sophisticated trading room with state-of-the-art technology. The bank is active in the Swiss and international markets. They offer:
- Stock market transactions in equities, bonds, investment funds and precious metals
- Forward transactions on interest rates and indices
- Forward exchange rate transactions
- Fiduciary investments
Credit
Banca Aletti offers:
- Lombard loans
- Mortgage-backed real estate loans
- Issuance of guarantees
Asset protection
Banca Aletti established important partnerships with international tax and legal advisory firms as well as with leading European insurance companies. The bank can offer a variety of solutions to satisfy the requirements of the customers, from estate planning to global protection of assets.
Tax services
For Italian residents, Banca Aletti offers support in filling out income tax returns concerning the assets held at the bank. Aletti also provides its clients with a network of relationships with independent international firms, active in the area of corporate law, as well as in consulting for individuals and companies.
Risk Management
The bank’s capital adequacy is substantiated in the continuous management and monitoring of the capital ratios. The ratios are also estimated during the strategic plan, and budget preparation process and their consistency with the thresholds established in the risk appetite framework is verified. The risk appetite framework is the instrument which makes it possible to monitor, formalize, build and communicate synergistically the consistency of the risk profile with the risk appetite approved by the Board of Directors. The Risk Department develops the risk appetite framework together with the Management Entity. The framework is reviewed at least once a year.
To manage and control the quality of the loans portfolio an internal rating is used which is calculated by models. The rating represents a valuation made on information both quantitative and qualitative expressed utilizing classification on a ranking scale using a time horizon of 12 months.
The main risk the bank is exposed to is the credit risk, the market risk, the operational risk, the liquidity and interest rate risk.
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Added-Value Services
Banca Aletti & C. (Suisse) S.A. acts as an investment manager for a Luxembourg fund called Aletti Multi-Asset Capital Preservation fund, launched in April 2017. The fund manages around 93 million CHF.
Banc Aletti & C. (Suisse) S.A. showed a net loss of 1.834 million CHF in 2017 and showed assets under management of 531.344 million CHF up 38% compared to the previous year.
Banca Aletti & C. (Suisse) S.A. – Facts & Figures
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| Address | Via Magatti 6, 6900 Lugano |
|---|---|
| Phone | +41 91 911 81 11 |
| Website | www.alettisuisse.ch |
| Year of foundation | 2000 |
| Subsidiaries | – |
| No. of employees | 16 |
| Rating | – |
| Chairman | Alessandro Varaldo |
| CEO | Andrea Pappini |
| Eligible Regulatory Capital | 28.537 m CHF |
| Tier 1 Ratio | 85.26 % |
| Leverage Exposure | 131.514 m CHF |
| Leverage Ratio | 21.70 % |
| Liquidity Coverage Ratio | 148 % |
| Risk Weighted Assets | 33.473 m CHF |
| Loans outstanding | 20.277 m CHF |
| Assets under Management | 797.583 m CHF |
| Assets under Management / Employees | 49.848 m CHF |
| Net profit | 1.070 m CHF |
| Net Profit / Employees | 66’875 CHF |
| Cost / Income Cost Ratio (CIR) | 122.31 % |
| Return on Equity | 3.74 % |
| Own structured products | No |
| Foreigners accepted | Yes |
| Presence abroad | Group: Italy |
Source: Annual Report 2021
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