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Mafin SA

Qualified Financial Institution for Wealth management services

ABOUT US

Mafin SA is a Qualified Financial Institution for Wealth Management and Investment Advice services.

Initially as "Studio Bassi" and later as "Mafin SA", since 1984 we have been successfully providing Wealth Management and Investment Advisory services for private clients, ensuring top professional and privacy levels.

As Qualified Wealth Manager, we are licensed by the Swiss Financial Market Supervisory Authority (FINMA) in compliance with the Swiss federal rules defined by the Financial Institution Act (FinIA) and the Financial Services Act (FinSA). Moreover, Mafin is supervised by AOOS, a supervisory organization authorized by FINMA and has been member of the Swiss Association of Asset Managers (SAAM) since its enstablishment, a professional regulatory organization setting high standards in accordance with its strict code of conduct. In addition, we have recently upgraded our activities.
That represents a further qualitative development, enhanced through an adeguate professional organization in line with the current highest regulatory requirements.

Mafin SA corporate mission is to ensure high added value Wealth Management, consistent with the increasingly complex market dynamics, by providing customized solutions. We aim to achieve these objectives in line with the current Compliance and Risk Management requirements, while maintaining the essential approach that has been appreciated over the years.

WEALTH MANAGEMENT

We are focusing with passion on our activity, free to act in your interest.

Mafin SA core business is Wealth Management for private clients, differentiating itself from the classic "packages" offered by banks. As a matter of fact, our services are carried out in full independence and structured on a wide range of tailor-made solutions. Our proven management and analytical skills, relying on many years of experience, allow us to achieve a balanced mix of intuitive, competent and customer-focused listening skills.

We are able to assess any individual need of our customers by identifying and defining with them all expectations in terms of expected return, risk attitude and time horizon; finally suggesting the most appropriate solutions. We constantly monitor the markets in order to offer our customers the right opportunities for gains, focusing on innovative and dynamic approaches.

Thanks to our rigorous and structured investment process, we efficiently provide "Customized Mandates" to our clients: unique, transparent and constantly tailored to the increasingly fast evolution of the global financial environment.

Mafin SA business is supported by the latest IT tools for financial research and analysis, risk management, compliance and reporting.

TOP REFERENCE BUSINESS PARTNERS

The selection of our business partners is essential to operate professionally in the financial markets.

Thanks to the consistent managed volumes, Mafin SA benefits from key partnerships with leading Swiss banks and international financial institutions, profiting in terms of quality and attractive pricing conditions for the end customer. The latter can take advantage from solid, well-capitalized counterparties for the asset custody ("Custodian Banks"), as well as access to first-class instruments, research and financial analysis.

ADDITIONAL SERVICES

We integrate our core services with the collaboration and advice of external professionals who support our clients in various areas such as tax, inheritance, corporate and reporting advisory.

As a matter of fact, the current transparent international tax environment implies for the Wealth Manager in charge of selecting the appropriate investment instruments and strategies a specific know-how according to the client’s jurisdiction. An efficient tax approach in Wealth Management has nowadays become a “must”: by managing investments mainly for Europe domiciled counterparties, Mafin SA regularly addresses the issue with due diligence and competence. In recent years, we have consolidated our additional know-how in a number of related areas: periodic reporting obligations in cooperation with our clients' tax advisors, withholding tax recovery procedures, as well as different approaches to capital gain taxation.

CONTACT US

Email: info@mafin.ch
Tel: +41 91 922 97 26
Fax: +41 91 922 79 07

Office

Via dei Solari 4
P.o.box 1143
CH-6901 Lugano

Contact Us

Email: info@mafin.ch
Tel: +41 91 922 97 26
Fax: +41 91 922 79 07