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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!

“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

June 2022 analysis

8 July 2022|

The concerns which weighed on markets during the first half of the year were clearly evident in June. The attempt to stabilize market trends seen in May was not followed up and was accompanied by a new bearish phase that led U.S. indexes to hit new lows. On the European front, losses of around 10% were recorded, but they still remain above the lows recorded in March. This correction is mainly attributable to the tighter monetary policies put in place by the major Central Banks to combat the continuing rise in inflation. The slow return to normalcy after the re-emergence [...]

May 2022 analysis

5 May 2022|

Still an inevitably complex month for the financial markets with inflation and all its causes (pandemic, war, sanctions, rising commodity costs, etc...) being the main issue. The remedy put in place by the major Central Banks, raising interest rates and tapering, is having negative effects as it is troublesome for consumers and businesses and therefore potentially demaging to economic growth dynamics. The sharp rise in inflation has led the major Central Banks to implement tighter monetary policies. The U.S. Central Bank (FED) raised interest rates by half a percentage point to a range of 0.75% and 1%. This is the [...]

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