Independent Asset Managers are today playing an increasingly important role to such an extent that their presence in the world of Wealth Management has become indispensable, considering that these professionals are currently administering at least 20% of all private holdings in our country.
Earning people’s esteem is difficult. One must first create a climate of absolute trust, fairness, balance and objectivity, all for the complete benefit of the client STELINVEST SA’s goal is to provide clients with as much information as possible so that they know they can make correct and safe financial decisions with the utmost confidence.
It means knowing how to listen carefully and provide an in-depth analysis of each individual’s needs and objectives.
Operationally, the investment strategy most suited to the objectives and risk appetite of each client is established through the stipulation of an Asset Management mandate. This way STELINVEST SA offers its clients an approach to Wealth Management that is both efficient and effective.
By eliminating any conflicts of interest, the individual portfolio management service contains high added value, as each actor plays a specific role.