Mafin SA

Mafin SA is a financial institution specialized in wealth management.

We boast 40 years of appreciated activity in wealth management for private clients, initially as the sole proprietorship "Studio Bassi" and later as "Mafin SA". A service provided with professionalism and discretion, to support and accompany you towards your objectives.

As a Wealth Manager, we are authorized by the Swiss Financial Market Supervisory Authority (FINMA), in accordance with the federal regulatory framework, with particular reference to the "Financial Institutions Act" (FinIA) and the "Financial Services Act" (FinSA). In addition, Mafin SA is subject to ongoing supervision by AOOS, a supervisory organization authorized by FINMA, and has been a member of the Swiss Association of Asset Managers (SAAM) since its establishment. This represents a further improvement in the qualification of the services offered, through an adequate professional structure compliant with current regulatory requirements.

Mafin SA's mission is to provide a service suited to today's needs, in line with increasingly complex market dynamics, while maintaining constant attention to clients: a personalized offering, compliant with the latest standards of Compliance and Risk Management, while preserving the essential approach that has been appreciated over the years.

We dedicate ourselves with passion to what we know how to do well, free to act in your interest.

Mafin SA's core business consists of Wealth Management for private clients. A service that differs significantly from the classic "packages" offered by banking institutions, carried out in full autonomy and structured around a range of personalized mandates. Our proven management and analytical skills, the result of long experience gained over the years, allow us to combine professionalism, intuition and the ability to listen to the client in a balanced way.

We are able to meet each client's individual needs, establishing in detail their expectations regarding return, risk appetite and time horizon, proposing discretionary mandates with appropriate strategies and products. A dynamic and innovative approach, constantly seeking returns where still available.

Thanks to a precise organization of activities, we are able to offer proven "Customized Mandates": unique, transparent and constantly adapted to the increasingly rapid evolution of the global financial context.

Mafin SA uses the latest IT applications for financial research and analysis, compliance, risk management and reporting.

The choice of business partners is essential to operate professionally in modern financial markets.

Thanks to the significant assets under management, Mafin SA benefits from important collaborations with leading Swiss banking institutions and international operators, bringing a clear advantage to the end client both in terms of quality and fees. The latter can in fact benefit from solid, well-capitalized counterparties with which to deposit their assets ("Custodian Banks"), as well as access to first-class tools, research material and financial analysis.

We complete the offering with the collaboration and advice of external professionals in the tax, inheritance, corporate and administrative fields.

Today's "transparent" international tax environment requires particular attention from the manager in selecting investment strategies and instruments. Tax-efficient management is now "a must" and, with a client base largely resident in the European area, Mafin SA constantly deals with this topic.

Over the past few years, we have consolidated broad know-how in several areas: from regular reporting obligations in collaboration with clients' tax advisors, to withholding tax recovery procedures, as well as different approaches to capital gains taxation.