A. Bertoli S.A. offers services that are based on stability, continuity and tradition, protecting clients against the many changes within the private banking industry.
Our primary objective is to provide an effective answer to a client’s needs. We serve our clients by respecting their needs, culture and philosophy.

We offer a complete range of asset management services, whether on a discretionary or an advisory basis.

For instance, we advise clients as regards structured products and investment funds best suited to their needs.

Clients are entitled to privacy, not only as a matter of law but as a matter of principle. For instance mail is kept at the depositary bank, if a client so wishes.