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Independent asset manager and multi-family office founded in 2004 in Chiasso (Switzerland) with the intent to offer an up-to-date financial advice, the search of the optimal solution and a significant added value to each individual client.

STELINVEST SA is an active member of the Swiss Association of Asset Managers (VSV-ASG). Our employees have a long experience in asset management and the knowledge to define highly customized solutions considering the risk appetite and the target of each individual client, focusing on the optimization of the asset management result.

Over the years, STELINVEST SA, by enhancing its concept of private banking and adapting it to the numerous regulatory changes and the different needs of local and international clients, has been able to carve out an important role for itself in the Ticino financial sector. All this without losing sight of a concept very close to us: safeguarding clients’ assets and making them grow over time!

“For more than 15 years we have been looking forward to the future with enthusiasm, certain that this anniversary can become a new starting point. Us together with you.”

“The key factor that will determine your financial future is not the economoy; the key factor is your philosophy.”

Jim Rohn, American Businessman

Team

With a team of professionals with top-flight multidisciplinary experience, strong relationships with national and international partners, no conflicts of interest and a long-term track record. Over the years, STELINVEST SA has been able to increase its managed assets by creating a business model based on customized solutions with high added value that correspond to each client’s specific needs and risk profile.

Get to know the team

Services

STELINVEST offers customized financial consulting services whilst respecting the needs of each individual client in accordance with the regulations in force for independent asset managers. with the clear objective of ensuring asset growth and the well-being of our clients and their descendants over time.

Asset Management
Risk analysis
Family Office

Partners

STELINVEST SA maintains relations with leading Swiss and international banking institutions.

The company also makes use of a network of external specialists with proven experience who are able to assist clients in finding the optimal solution in tax, commercial and administrative matters.

“It is and immutable law in business that words are words, explanations are explanations, promises are promises but only performance is reality”

Harold Geneen, american businessman

News

July analysis

10 August 2021|

The overall performance for the month of July was positive for developed market indices, with increased volatility in the second half of the month. The uncertainty seen is due to the following factors: - The return of concerns about the spread of the Delta variant in many countries. - Inflation pressures due to lack of manpower, chips, timber and other materials. - The radical regulatory overhaul by the Chinese government against various sectors such as internet platforms, education and real estate. The evolution of the COVID-19 pandemic probably remains the biggest concern; however, one must be aware that the evolution [...]

June analysis

6 July 2021|

With the month of June, the first half of 2021 was close. In this second quarter, equities experienced a good time and this was mainly due to the fact that vaccination campaigns continued to accelerate in most developed economies, especially in Europe which is catching up with the UK and US. This has led governments to loosen restrictions to Covid 19 and as a result, activity levels have increased. As a result, economic data over the past 3 months has generally been very good, especially in the US where there was an annualized growth rate of 6.4% in the first [...]

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