Soave Private Investors
Part of Valeur Group
Lugano independent wealth manager founded in 2005, offering discretionary management, advisory and family-office services to private clients and families; part of Valeur Group since 2022.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Lugano, Switzerland
- FOUNDED
- 2005
Investment approach
- ROUTES
- Companies (own capital)
Overview
Soave Private Investors SA was founded in Lugano in 2005 as an independent wealth manager for private clients. It offers discretionary portfolio mandates and advisory mandates, plus family-office services for wealthy families such as asset consolidation, strategic asset allocation, oversight of banks and managers, and succession planning. It obtained its FINMA portfolio-manager licence in 2022 (supervised by AOOS) and has been part of Valeur Group since 2022. It reports a team of more than 20 professionals.
Investment thesis
Preserve, grow and pass on family wealth over time through tailored, independent solutions.
People
- Marialuisa ParodiChief Investment Officer and Head of Private Banking · source
- Lorenzo VangelistiFounder and CEO of Valeur Group · source
- Alessandro NocetiDirector at Valeur Capital Ltd and Valeur Securities SA · source
Frequently asked questions
Soave Private Investors is a multi family office based in Lugano, Switzerland, founded in 2005.
Soave Private Investors invests its own capital into companies.
Key people at Soave Private Investors include Marialuisa Parodi (Chief Investment Officer and Head of Private Banking), Lorenzo Vangelisti (Founder and CEO of Valeur Group) and Alessandro Noceti (Director at Valeur Capital Ltd and Valeur Securities SA).