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Overview and Management
Establishment Year
2005
Mission
To provide innovative and effective solutions for all wealth management needs through a holistic, global, and personalized approach.
Values
Experience, transparency, efficiency, reliability, ethics, internationality, and excellence.
Investment Roles
Direct Investor
Participant Demographics
Affluent families and individuals seeking wealth management and family office services.
Generational Wealth Planning
Focus on wealth preservation, succession planning, and ensuring legacy and values are preserved through tailored family office services.
Risk Tolerance
Focus on minimizing risks while aligning with client objectives through diversification and active management.
References or Case Studies
Team Experience
The team has over 20 years of experience in wealth management.
Notable Achievements
FINMA-regulated asset manager license obtained in 2022. Member of AOOS and VSV-ASG associations.
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
FINMA
Compliance History
No major violations mentioned.
info@soavepi.com
Phone Number
-9226041
Address
Lugano Switzerland