Wealth Management & Family Office
“Our aim is to provide a solution to all the requirements related to wealth, with a focus on its management, its safeguarding, and ultimately its transfer to future generations.”
A long-standing project
Incorporation of Londinium Family Office, Lugano
Launch of the CS Invest Fund (Lux) Londinium Global Equity
Incorporation of Soave Asset Management Ltd, Lugano
Launch of the CS Invest Fund (Lux) Londinium Global Bond
Incorporation of Londinium Ltd, Dublin
MiFid authorisation for Londinium Ltd. to manage institutional clients
MiFid authorisation for Londinium Ltd. to manage private clients
FINMA authorisation for Banca Stato to purchase 30% (AA rating)
FINMA authorisation to operate Londinium Ltd (Swiss Branch)
Exercise of the 30% buy-back option by Soave
Change of company name to “Soave Private Investors SA”
Further expansion of the services offered, acquisition of new Relationship Managers and new agreements with major stakeholders
Creation of new investment vehicles for the European banking system
The sectors in which we operate
Asset management is not just about creating and managing a portfolio.
In assessing its clients’ needs, Soave Private Investors takes a holistic, global, and personalised approach, which enables it to provide long-term, tailor-made solutions.
All the services offered, directly or through our network of professionals, are therefore linked by a common denominator: efficiency and peace of mind.