Home2021-09-03T14:45:24+01:00

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

October analysis

25 November 2021|

In October equity markets recovered their September losses and resumed their upward trend, regardless of inflationary pressure. In the United States, nominal interest rates almost equaled the maximum levels set last March, while in Europe they accelerated more than expected and are at the highest level since 2008. American inflation is still struggling to stabilize, having risen from 5.3% in August to 5.4% in September, the highest level in the last thirteen years. This is the fifth consecutive month in which it has exceeded 5%, and increases in energy prices could keep it at high levels, thus contradicting the Federal [...]

September analysis

14 October 2021|

September turned out to be a negative month for the main global financial markets. Higher interest rates and concerns about the constant increase in the price of raw materials, especially energy supply costs, have brought uncertainty back to the stock markets. In America, after reaching a new high at the beginning of the month, the S&P500 index fell by 4.80%. Same trend for the Nasdaq which dropped 5.60%, recording the largest monthly loss since March 2020. Same story in Europe, with Euro Stoxx 50 index down 4.20%. Slightly better Italian FTSE MIB index -1.90%. Bad also German DAX index -3.50%. [...]

Go to Top