Bank / Wealth / Trust

Updated:

Cassa Lombarda

Cassa Lombarda was established in 1923 in Milan. It functions as a private bank specializing in wealth management and forms part of the PKB Group.

Cassa Lombarda logo

Cassa Lombarda

Cassa Lombarda was established in 1923 in Milan. It functions as a private bank specializing in wealth management and forms part of the PKB Group. The firm directs capital toward wealth management mandates. Its activities center on advisory and portfolio services rather than direct private equity or venture deployments. No specific portfolio companies or co-investors appear in available records. Operations remain concentrated in Italy with no disclosed offices in other regions. Team size and additional vehicles are not publicly detailed. The firm lists no philanthropic arms or club affiliations in source materials. No operational events from the past 24 months are recorded. Cassa Lombarda sits inside the PKB Group structure, which shapes its regulatory posture and client mandate as a licensed private bank rather than an independent family office.

General information

Firm type

Bank / Wealth / Trust

Year founded

1923

AUM

Undisclosed

Location

Region

Europe

Country

Italy

City

Milan

Corporate office

Via Alessandro Manzoni 12/14, Milan, Italy

Frequently asked questions

Who runs investment decisions at Cassa Lombarda?

No named investment officers or committee members are disclosed in public records or the firm website.

Is Cassa Lombarda structured as a single family office or does it operate more like a venture firm?

Cassa Lombarda operates as a private bank and wealth manager inside the PKB Group, not as a family office or venture firm.

Does Cassa Lombarda participate in fund commitments or only direct deals?

Available information shows no participation in fund commitments or direct deals; the firm focuses on wealth management services.

Where does the underlying client base come from?

The firm serves private clients through standard wealth management channels; no specific wealth origin or family branch is disclosed.

What is Cassa Lombarda's known posture on co-investments alongside external GPs?

No information on co-investments with external GPs is available in the source materials.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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