CASSA LOMBARDA - S.P.A.

Cassa Lombarda S.p.A. operates in Italy as a private bank focused on wealth management, investment advisory, and related banking services for affluent and high‑net‑worth clients, entrepreneurs, and family holdings. Its offering typically covers current and deposit accounts, custody and reporting, securities dealing, discretionary and advisory portfolio management, third‑party funds and ETFs, structured notes, Lombard lending secured by financial assets, mortgages and credit lines, and wealth and succession planning often delivered with external tax, legal, and insurance partners. Service delivery is relationship‑manager led, with online and mobile banking for routine transactions and reporting; more complex instructions are handled directly with advisers. Pricing generally includes advisory or management fees, custody and transaction charges, and product‑level costs; under MiFID II the bank must provide target‑market assessments, cost and charges disclosures, and maintain conflicts‑of‑interest and inducements controls. Deposits are covered by the Italian Interbank Deposit Protection Fund up to €100,000 per depositor per bank, while investment products carry market and issuer risk and are not guaranteed. The bank is supervised within the EU Single Supervisory Mechanism by Banca d’Italia for prudential matters and by CONSOB for investment services, and is subject to AML/KYC rules. Prospective clients should review the latest financial statements and Pillar 3 disclosures, capital and liquidity metrics, product documentation, and fee schedules to assess suitability relative to their objectives, risk tolerance, and service expectations.