Local presence with a global reach Investment opportunities with the major players worldwide Fairness, transparency and objectivity are essential qualities Ethics and competence For over 15 years we have been making your interests our passion Trust comes first
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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 advice from the following external professional tax, commercial and administrative law specialists.

  • Studio Botta
    Swiss and international corporate and tax advice
    Visit the website
  • Tax Law Offices
    Troiano & Associates Italian tax advice
    Visit the website
  • Partecipazioni & Investimenti Srl
    Static fiduciary and audit services
    Visit the website
  • Collaboration with the major Swiss and international financial istitutions

“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

May analysis

17 June 2021|

May was a month marked by concerns related to a possible rise in inflation and implications for Federal Reserve policy. However, confidence has increased, especially thanks to indications that the central bank would stay on course. Major equity indices rose while bond yields remained stable. Volatility, present at the beginning of the month, decreased. Markets began to recover as inflation concerns eased and expectations returned to pre-pandemic 2020 levels. The US SP500 index gained slightly, closing the month with an increase of 0.55%, slightly exceeding the peak reached at the end of April. On the other hand, the Nasdaq index [...]

April analysis

7 May 2021|

April passed in review as a positive month for the financial markets. The growth in equity markets was driven by the favourable economic outlook. Better management of the pandemic, with a global trend towards reopening business, will lead to growth in the global economy as a whole. The quarterly results published so far are proof of this, with companies benefiting from a significant increase in turnover and profits. With a strengthening macroeconomic scenario and rising corporate profits, it is likely that the optimistic trend will continue in the coming months. However, as always, when sentiment is generally positive and there [...]

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