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DirectoryFinance & InsuranceExternal Asset ManagementLuganoSoave Private Investors SA
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Soave Private Investors SA

Summary

About the company

Soave Private Investors SA is a private financial boutique providing wealth management and family office services, including discretionary portfolio management, investment advisory and coordination of counterparties. The firm performs portfolio consolidation and reporting, defines strategic asset allocation and supports succession planning, philanthropic activities and international relocation, with custody maintained by a depositary bank chosen by the client.

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Industry:External Asset Management
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Wealth management
Wealth management with customised discretionary mandates, active selection of assets, innovative instruments, control of volatility and alignment with the client’s objectives.
Investment advice
Advice with customised mandates to support investment decisions, based on in-depth market analysis and an understanding of the client’s needs.
Family office
Supervision and support services for affluent families: wealth consolidation, strategic asset allocation, counterparty monitoring, succession planning and generational transfer.

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Location

Viale Giuseppe Cattori 12
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-112.367.790
Founded
2005 · 21 years
Last commercial register change
June 4, 2026
Employees
1 to 10

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