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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.

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 2024 analysis

10 February 2024|

The year 2024 began in continuity from the last months of 2023 amid confirmations in monetary policy stance and further complications in geopolitical tensions. The Federal Reserve kept rates unchanged and adopted a slightly more restrictive tone, ruling out a cut in March but at the same time eliminating the possibility of future hikes. The market's forecast for 2024 remains leaning toward just under 5 cuts (about -140 basis points), in contrast to the 3 expected by the Fed. In the Eurozone, the probability of a first cut in April reached nearly 100 percent, with the market again forecasting [...]

December 2023 analysis

12 January 2024|

The November rally was extended in December, taking the major stock indices to their highest levels since early 2022. The recovery in financial markets is mainly attributable to central bank communications and macro data. Central bankers seem to be satisfied with the level of normalisation of economic activity and the very fast return of inflation, especially in Europe, and are placing more emphasis on financial conditions. In recent weeks, macroeconomic data have started to signal a slowdown in economic demand on the consumption and manufacturing, includind in the United States. Markets, as usual, have anticipated the cycle of interest [...]

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