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PALLICH CONSULTING was created in 2005 as a result of the stimulus and encouragement of various associates.

In Switzerland, there is a remarkable wealth of experience and concentration of added value that is essential for making quality decisions especially in the financial field.

PALLICH CONSULTING offers its customers a lot of these essentials: specific know how, interdisciplinary acquaintances, internationality, and decisions made with deliberateness, caution and experience.

Our additional qualities include independence, orientation towards clients’ needs and professionalism.

This creates added value that attracts business and private customers looking for independent professional advice in identifying and making the right decisions.

RICCARDO PALLICH graduated from the University of St.Gallen – Graduate School of Business, Economics, Law and Social Sciences in 1980. His main work experiences are:

  • Head of studies for forecasting and financial consulting at the SIASM Institute with Prof.G.Fischer and at the SGZZ Center with Prof.F.Kneschaurek in St.Gallen between 1980 and 1983
  • Secretary General of the Chamber of Commerce of Switzerland in Milan, Italy between 1983 and 1988
  • Member of the Senior Management of Credit Suisse in Chiasso, London and Zurich between 1989 and 1994
  • First Vice President of Commerzbank in Zurich from 1994 to 1997
  • Branch Manager of Dexia Private Bank in Lugano from 1997 to 2000
  • CEO of Banca Intermobiliare for Investments and Managements in Lugano from 2001 to 2004
  • Member of General Management of Banque Cramer & Cie in Geneva and Lugano from 2007 to 2009
  • Executive Director of Bromatech (Suisse) SA in Lugano between 2015 and 2023

During and after his studies RICCARDO PALLICH also focused on economic topics as a freelance journalist for press and radio. He has been a lecturer at seminars and conventions in Switzerland and Italy.
He has attended various management courses and professional seminars. Moreover he participated in the "Intensive Credit Seminar "organized by the banking group The Chase Manhattan with headquarters in London and the "Global Banker Seminar: Asset and Liability Management "with ACF Co. in London.
Since 2020 he is an authorised Financial Advisor enrolled on ARIF (the Swiss Register of client advisers) and on FINSOM (Ombudsman). He was a Financial Fiduciary of the Cantone Ticino (Switzerland) and affiliated as Financial Intermediary to the Self-discipline Authority of the Fiduciaries of the Cantone Ticino between 2005 and 2020.
He's Board Member of the Chamber of Commerce of Switzerland in Italy - Milan between 1989 and 2021.
He's Senior Executive Advisor of Banque Cramer & Cie Geneva between 2009 and 2019.
He's Board Member of Qualicon Consulenze SA affiliate to the Group SAQ Qualicon of Bern from 2005 and 2016.
He's a member of the Board Counsel for Financial Issues of the Swiss Chain of the Solidarity based in Geneva between 2005 and 2019.
He currently sits on the Sorengo City Council.

PALLICH CONSULTING offers financial, commercial and strategic consultancy services to corporate and private clients, the assumption of fiduciary mandates, intermediation and mediation.
«PALLICH CONSULTING» collaborates in the search for the best solutions for its customers with a national and international network of professional firms, leading banking institutions, financial companies, lawyers, tax and accountant firms.
PALLICH CONSULTING supports the customer who wants suitable and effective solutions.
PALLICH CONSULTING offers maximum discretion and a relationship based on trust and professionalism.
PALLICH CONSULTING sits on the same side as the customer. Our financial and business experience serves him well and offers the possibility to delegate tasks and projects. Independently, with an entrepreneurial culture and in its exclusive interest.
PALLICH CONSULTING offers a personalized service. The best solutions are selected according to the individual requirements of the customer. This represents the main difference compared to an industrial approach to selling products and services.

The main areas of activity of PALLICH CONSULTING:

Mergers and acquisitions:
  • Acquisition and/or sale of companies and shareholdings
  • Search for investors and/or funding
  • Partners and Partnerships
Financial advice:
  • Wealth management and consultancy
  • Private and corporate asset risk
  • Financial planning and strategy
Business consulting:
  • Planning and implementation of company successions
  • Business strategy
  • Coaching and interim management
PALLICH CONSULTING supports the following categories of customers:
  • Family businesses
  • Private clients
  • Companies
The customer is just one entity and for that reason is the center of attention for PALLICH CONSULTING because the requirement for an expanded source of experience is the same whether the client is a private person, company or family business.
PALLICH CONSULTING
Via Moncucco 25
CH - 6900 Lugano
+ 41 91 605 21 41
+ 41 79 704 26 75
  • info@pallichconsulting.com
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    • Loyalty, integrity and pragmatism are the guidelines of all the actions of «PALLICH CONSULTING».
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