Home2022-11-24T10:51:25+01:00

STELINVEST SA is an 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.

Licensed by the Swiss Financial Market Supervisory Authority (FINMA) to provide services as an Asset Manager and affiliated to the Swiss limited corporation for supervision (AOOS). It is also members of the Swiss Association of Asset Managers (VSV-ASG).

STELINVEST SA 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. The company’s streamlined and transparent structure enables it to put the client at the center of its interest, so as to focus exclusively on the preferences and needs of the individual, offering a wide range of global investment strategies focused on performance.

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 local financial sector. All this without losing sight of one important concept: safeguarding client’s assets and making them grow over time!

“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.

Services

STELINVEST SA 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.

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

August 2024 analysis

6 September 2024|

In August 2024, global financial markets experienced high volatility, influenced by fears of a possible recession in the United States, an unexpected rise in interest rates in Japan, and mixed signals from major central banks. Although the end of the month saw a recovery, stocks performed erratically, with a sharp drop early on when investors feared an economic slowdown. However, more favorable economic data and statements by Federal Reserve Chairman Jerome Powell, in which he indicated the possibility of a future interest rate cut, encouraged a return of investors to the market. The S&P 500 index posted a significant [...]

June 2024 analysis

7 July 2024|

In the second quarter of 2024, equity markets in developed countries showed more muted returns than in the first quarter, although many indices reached new all-time highs. The slowdown observed in April was not unexpected, considering the robust performance of the previous six months, during which the MSCI World Equity index rose more than 20%. The subsequent rebound suggests that there is still underlying support for equities, although we note a concentration of the rally on artificial intelligence-related stocks. Without these, the overall performance would have been less positive. Markets have been influenced by better economic data supporting corporate [...]

Go to Top