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Banca del Ceresio SA operates as a Swiss bank, specializing in comprehensive financial services. The institution provides tailored portfolio management, investment advisory, brokerage, and custody services. It further extends its offerings to include corporate advisory, investment banking, and robust wealth monitoring solutions, catering to a diverse range of financial needs with a focus on personalized strategies and meticulous asset oversight.
The bank was established in 1958 by the Foglia family, building upon a legacy within the financial services sector that dates back to 1919. The founding family’s deep-rooted expertise and long-term engagement in finance formed the foundational insight for creating a banking institution centered on tradition and specialized financial acumen for clients.
Banca del Ceresio serves a clientele encompassing both private individuals and institutional investors. The company's vision is to act as a trusted financial partner, guiding its clients through sophisticated wealth management and investment strategies, ensuring the sustained growth and preservation of their assets through dedicated and expert financial stewardship.
Banca del Ceresio has 1 tracked investment across 1 company. The latest tracked deal is $37.0M Series A in Custodia Bank in March 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Mar 1, 2021 | Custodia Bank | $37.0M Series A | Trace Mayer | Eric LY, Lawrence Lepard, Marcel Kasumovich, Robert Kauffman, TIM Keefe, 1843 Capital, AP Capital, Binance.US, Coinbase Ventures, Ecmc Group, Equity Management Associates, Greybull Stewardship, Hard Yaka, HashKey Capital, Holon Global Investments, Madison Paige Ventures, Morgan Creek Digital, PJT Partners, Slow Ventures, Susquehanna Private Equity Investments, University OF Wyoming Foundation |