Socinvest

About

Socinvest Finance SA was established in 1994 as an independent asset manager with the objective to offer its clients highly personalized asset and wealth management services.

We are based in Geneva with a team of experienced professionals, well versed in the ever-changing financial environment.

The nature of our business means that we share many of the challenges and values of our clients and that we are able to help them safeguard their businesses and contribute to the development and preservation of patrimonial structures.

Our goal is to be able to establish strong and lasting relationships, based on trust and confidentiality, thus acting as a one-stop contact for all banking investment relations.

Socinvest is also proud to benefit from a well-established network of high-quality banking (i.e. custodian banks, investment managers, agents, etc.) and non-banking partnerships (i.e. trust and fiduciary companies, law firms, consultants, industry opinion leaders, etc.) built in the international and financial community over the past 25 years. This enables us to obtain answers of the highest standard in the most niche areas, all in the best interest of our clientele.

Services

Advisory / Investment approach

The management of assets is at the core of our business. As a conservative investment manager, Socinvest aims at capital preservation and absolute return.

Through its sophisticated investment management IT-platform, Socinvest is well equipped to consolidate accounts across depositary banks and report globally on performance, allocation and exposure to risk. Adequacy and risk control are facilitated by the strict monitoring of investment profiles and the respect of investment guidelines and objectives.

Investment Solutions

Socinvest focuses on identifying and implementing the best investment solutions for each client. We offer:

Personalised wealth management solutions;
a privileged and continuous relationship with our managers based on trust, dialogue and availability;
a thorough and transparent presentation of the evolution of assets and performances obtained;
a selection of best performing products at competitive prices;
an evaluation of investment proposals originating from third parties;
a consolidated view of your accounts;
a choice of custodian banks;
assistance in negotiating fees with depositary banks

Wealth Planning

We are here to help you preserve and build legacies across generations while extracting insights to ensure you and your family live up to your future potentials. A good family office is known for its ability to preserve and grow the net worth of the families who entrust their assets to it.

Our long-lasting relationships with our customers are characterised by mutual trust, commitment and passion. We help clients minimise the risks while sustaining their wealth for future generations.

This area of expertise also takes the form of discussions on successional planning, tributary efficiency, global investment structures and family governance, among others.

We begin with an asset portfolio assessment and then work closely with our clients and other group subsidiaries to determine how assets can best be held, taking into consideration changes in the client’s personal situation as well as economic, legislative and fiscal developments.

Every one of our clients is unique. We work to produce bespoke solutions through which we can create value together.

Team

Ginez Stabile

Founding Partner — Director

Ginez Stabile founded Socinvest Finance SA in 1994. With 40-years’ experience in financial asset management as well as in private banking, Mr. Stabile worked for Merrill Lynch in commodities futures, then joined Citibank where he was in charge of establishing the private bank concept in Brazil.

Ginez holds a BA in Economics.

Daniel Lutz

Founding Partner — Director

With 28-years’ market experience in wealth management, Mr. Lutz started his career with Citibank Switzerland and participated in the foundation of Socinvest in 1994. He then spent 11 years in Brazil working as a wealth management representative for Banco Lavra, UBS and Credit Suisse. When returning to Switzerland he rejoined Socinvest as a partner in 2007.

Mr. Lutz holds a Swiss and European (EFFAS) Certified Financial Analyst and Portfolio Manager diploma.

Sylvio Bernini

Partner — Director

With over 25 years’ experience, Mr. Bernini started at CCF Brazil as a Private Banker, responsible for the set-up of a full branch in Rio Grande do Sul where he coordinated the large corporate, private banking and insurance sectors locally. He worked then for 11 years at HSBC/Republic as an International Private Banker in Geneva until 2010. After 4 years at Rothschild Geneva, he joined Socinvest in 2014, where he became a partner.

Griselda Haz

Research & Trading

With 20-years of experience in financial markets, Mrs. Haz worked as a bullion trader in Geneva and Sydney. Started as treasurer at the Crédit Lyonnais Suisse SA. She joined Socinvest in 2004 as part of the advisory and trading desk and as IT developer manager.

Graduated in International Relations at the GIIDS and post graduated in a Master in Finance and Economics, holds a MBA from HEC Geneva.

Marie Lorenzo

Operations & Compliance

Working for the past 20-years with Socinvest, Mrs. Lorenzo is a senior client advisor assistant. Her main responsibility is to assist our clients in all matters, she is also in charge of regulatory and compliance matters and in liaison with custodians and clientele for reporting, documentation and KYC.

Contact

SOCINVEST FINANCE S.A
52 Quai de Cologny
1223 Genève — Switzerland

T. +41 22 707 87 77
F. +41 22 707 87 70

socinvest@socinvest.com