STELINVEST SA

Overview

STELINVEST SA is a Swiss wealth-management and multi-family-office firm founded in 2004 in Chiasso. The firm reports authorization by the Swiss Financial Market Supervisory Authority (FINMA), affiliation with AOOS, and membership in the Swiss Association of Asset Managers.¹

FINMA’s published register lists Stelinvest SA in Chiasso as a licensed portfolio manager supervised by AOOS.²

History

Domenico Pintus established STELINVEST in 2004 after a banking career that included wealth-management leadership at UBS. He is the firm’s founder, Director of Private Asset Management, and a member of the board.³

Leadership

Morys Cavadini has served as chair of the board since 2014. Stefano Veri is a board member and previously held senior management roles at UBS.³

The private asset-management team includes Directors Andrea Bertoglio, Marco Mombelli, and Andrea Delucchi. Laura Aggio Bricalli is Deputy Director and Compliance Officer, while Serena Cattaneo is Deputy Director and Risk Manager.³

Services

STELINVEST provides personalized wealth management and financial advice, matching strategies to each client’s goals and risk profile.⁴

Its discretionary portfolio-management service includes ongoing investment monitoring, risk-management tools, reporting, and order execution through clients’ chosen custodian banks.⁴

The firm’s risk-analysis service is designed to balance risk and return, rigorously monitor investment choices, and build portfolios intended to remain resilient in challenging market conditions.⁵

Through its multi-family-office offering, STELINVEST coordinates wealth, tax, succession, legal, banking, trust, insurance, and other specialist matters.⁶

Multi-family-office services include investment structuring, public and private-market solutions, consolidated reporting, family governance, succession planning, corporate-structure advice, relocation support, philanthropy, insurance coordination, research, and concierge services.⁷

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

STELINVEST describes its clients as affluent families, entrepreneurs, managers, and local and international clients seeking tailored wealth solutions.⁸

Approach

The firm says its approach is built around personalized solutions, transparency, objectivity, client trust, and close attention to each client’s preferences and needs.¹

FAQs

Related resources

• LocationMultifamily offices in Chiasso

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• GuideMultifamily office services

  This overview explains the main services a multifamily office may provide, including family governance, education, philanthropy, bill payment, risk management, and succession work. A reader can use it to organize questions for STELINVEST SA around personal, family, business, and international financial matters.

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Sources

1. STELINVEST SA
2. FINMA licensed portfolio managers and trustees list
3. STELINVEST team
4. STELINVEST wealth management
5. STELINVEST risk analysis
6. STELINVEST multi-family office
7. STELINVEST multi-family-office services
8. STELINVEST who we are

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.