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.
We have been authorised as portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA) and is affiliated to the Swiss limited corporation for supervision (AOOS). We are also members 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. Our streamlined and transparent structure enables us to put the client at the center of our interest, so that we can 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 Ticino financial sector. All this without losing sight of a concept very close to us: safeguarding clients’ assets and making them grow over time!