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.
Funds and markets
His thirty years of experience as a wealth manager and…His thirty years of experience as a wealth manager and private banker began at Credit Suisse Zurich and London, after which he became the Director and Head of the Private Banking Italy team at Credit Suisse Lugano until 2005, at which point he co-founded Soave Private Investors SA.
He began his professional career as an asset manager at…He began his professional career as an asset manager at UBS and ABN Amro in London and Lugano, and later as a Fund Manager at Credit Suisse Milan and Lugano. In 2005 he founded Soave Private Investors SA and currently holds the dual role of Relationship Manager and Chief Risk Officer.
Chief Investment Officer & Partner
She graduated with honours in Economics, qualified as a Chartered…She graduated with honours in Economics, qualified as a Chartered Accountant at the University of Genoa and obtained a European Diploma as Financial Analyst AZEK/EFFAS. She started her career in London as an equity analyst and then specialised in fixed income and asset allocation at Credit Suisse, Robert Fleming SIM Milan and BSI Lugano, in various fund management and strategy roles. She gained experience in investment committees in Italy, UK, France and Switzerland, with a focus on institutional and private clients. With Soave since 2006, she occupies the role of CIO.
Business Developer & Partner
After graduating Magna cum Laude in Finance and Management from…After graduating Magna cum Laude in Finance and Management from the University of Fribourg and Barcelona, he gained experience in the different private banking sectors of UBS, and then specialised in the management and development of Italian clients. In 2017, he joined the Soave Group to lead the company's development towards the major changes taking place in the sector.
Senior Relationship Manager & Partner
After graduating Summa cum Laude in economics from the University…After graduating Summa cum Laude in economics from the University of Italian Switzerland, he went on to gain a Master’s in Management from HEC Lausanne. After ten years of experience as an Italian client advisor at UBS, he joined the Soave Group in 2017. His focus is on independent financial consulting and asset management.