THE SOAVE EXPERIENCE
Soave Private Investors SA was established in 2005 as an independent firm specialized in wealth management for private clients.
We have been active for over twenty years in the Lugano financial center, where we have developed deep expertise in client relationships and in the protection, administration, and enhancement of entrusted assets.
Our approach is based on building long-term trusted relationships and on defining tailored investment solutions carefully aligned with each client’s objectives and specific needs.
Since 2022, Soave has been part of Valeur Group, an independent asset management firm.
HIGHLY REGULATED
In 2022, we obtained a license as a wealth manager from FINMA and the supervisory authority (AOOS). We are also affiliated with OFS Ombud Finance Switzerland and the VSV-ASG association.
TEAM
We are a team of over 20 professionals, with an average experience of more than 20 years gained at leading international banks.
Our people bring together diverse backgrounds, skills, and perspectives, combining strong technical expertise with a firm commitment to innovation and excellence.
Our approach is driven by conviction, passion, independence, and a strong sense of responsibility, ensuring sustainable success and continuous alignment with our clients’ needs.
ALWAYS BY YOUR SIDE
At Soave, we place your needs at the center, with a tailored, personal, confidential, and independent approach. We have been supporting private clients and families for over twenty years, offering bespoke solutions that evolve alongside you and your wealth.
We are consistently present, not only to manage, but to guide. With one clear objective: to protect what you have built and support you at every stage of your financial journey.