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
January 2023 analysis
Closing in 2022, the "annus horribilis" of financial markets, stock markets have rebounded tonically in 2023. January was an extremely strong month for almost all asset classes, the best start to the year for US and European equity markets since 2019 and 2015 respectively. Bonds rallied strongly as well. Indeed, the only major asset that did not rise in January was oil. What drove such a strong month? The answer lies in the market’s expectations of future events and how they have changed since October. Three factors matter most: firstly, a more accommodative tone from the Federal Reserve in [...]
New member of the Board of Directors
STELINVEST SA is pleased to announce that from 01 January 2023 Mr. Stefano Veri is a member of its Board of Directors. Stefano has over 40 years of experience at UBS as a Senior Top Manager, where he served as Group Managing Director and was one of the top senior manager with the longest career tenue. As a member of various management committees, he actively participated, influenced and shaped the evolution and transformation of UBS Wealth Management in Switzerland and abroad. From 2015 until 2021, he was globally responsible for Global Financial Intermediaries (External Asset Managers). He has in-depth [...]