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 2023 analysis
The summer period just past was characterised by volatility on the financial markets. After a positive June, a change of direction was noticed. After months of almost exclusively positive movements, the market entered a correction phase in August, except for recovering some of the losses in the last few days. Over the month, global equities lost -2.5% (MSCI World), and so did bond futures (the Bund lost half a point, while the US ten-year bond lost about 1.5 points). Several factors contributed to this deterioration including the realization that the monetary policies implemented by the major central banks of [...]
April 2023 analysis
The markets breathed a sigh of relief in April, thanks especially to signs of possible monetary policy easing by central banks. As a result, the world's major stock exchanges held up well overall, albeit with varying performances. However, concerns still persist about the high level of inflation and the resilience of the banking sector after the vicissitudes just experienced. At the aggregate level, the MSCI World index performed well for the month, closing at +1.9%. In the United States, the S&P 500 index did well, closing positive by 1.45%. Slightly positive also Nasdaq technology index that closed at +0.30% [...]