Wealth Management & Family Office
“Our aim is to provide a solution to all needs related to wealth, with a focus on its management,
its safeguarding, and ultimately its passing
on to future generations.”
Mission
A long-standing project
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 are therefore linked by a common denominator: efficiency and peace of mind.
Some numbers
years
employees
Mio CHF
clients
Funds and markets
Partner
Roberto Crivelli
CEO, Co-founder
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.
Manuel Aostalli
CRO, Co-Founder
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.
Marialuisa Parodi
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.
Michele Crivelli
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.
Daniele Scano
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.
ALL THE TEAM
Business partners
All partners
