SAFE CAPITAL MANAGEMENT never loses sight of the customer’s specific needs: it pursues performance while always carefully considering, in every single activity, the balance between costs, risks and opportunities.
That is why we adopt a daily analytical approach, strategically weightedand results-oriented, in all the investment policies proposed, which we then implement with one goal in mind: to obtain maximum performance with minimum risks.
We accomplish this through a well-structured company composed of sixteen people with complementary skills, able to satisfy the various requests and needs of our clients.
•FINMA authorization and supervision
SCM promptly complies with the obligations established by the Financial Institutions Act (LIsFi; RS 954.1), which from January 1st 2020 requires asset managers to obtain an authorization from the Swiss Financial Market Supervisory Authority FINMA.
Supervisory Body for Financial Institutes enrolment
SCM becomes affiliated to the Supervisory Body for Financial Institutes OSIF, Organisme de Surveillance des Instituts Financiers.
•New headquarters in Lugano,
at via Serafino Balestra 5
The constant increase over the years of SCM's activities led the company to move its headquarters to Palazzo Sorgente, a historic building located in the heart of Lugano where most Banks and Financial Institutes are located.
•GALAFIN Suisse becomes SAFE CAPITAL HOLDING SA
SCM’s holding changes its name to SAFE CAPITAL HOLDING SA, pursuing the re-branding process that involves the whole Group.
•Portfolio management reinforcement
SCM grows and develops its professional expertise by including resources specialized in fixed income: the new team, together with an institutional third party (bank), starts its investment advisory activities regarding the bond portfolio. SCM also takes up the position of adviser for the task of bond picking for a Swiss asset manager.
•Advisory for bank standard managed accounts
An important international bank offers SCM the role of advisory on two managed account operating to benchmark.
•SAFE ASSET MANAGEMENT SA becomes Galafin Suisse SA
The company SAFE ASSET MANAGEMENT SA changes its name to Galafin Suisse SA and becomes a holding, owner of a share in SCM.
•New operations office in Lugano, at Via Pelli 13B
The company's organizational and corporate structure grows along with the number of employees. Accordingly, a new operations office is established in Via Pelli in Lugano.
•Advisory for standard managed accounts
SCM is granted the role of asset allocation advisor for two standard managed accounts by a new institutional entity (a UK-based FCA-regulated company), the delegated manager of the abovementioned lines.
•Authorization by the Regulatory Authority for the exercise of professional fiduciary activities
Having met the requirements of the Regulatory Authority concerning the exercise of fiduciary professional activities in the Republic of the Ticino Canton, SCM begins its asset management business with private clients.
•Establishment of SAM
SAFE ASSET MANAGEMENT is created as a consulting firm specializing in the research and selection of securities and investments.
•Establishment of SAFE CAPITAL MANAGEMENT SA
The indipendent asset manager SCM is established in Lugano, Switzerland, and affiliates to the Self-regulatory Body of Fiduciaries of the Ticino Canton (Organismo di Autodisciplina dei Fiduciari del Cantone Ticino – OAD FCT) since the first year of its activities.
SCM supports private and institutional investors in the asset management of their own capital with advisory that is independent, professional, qualified and constantly updated; it provides personalized services based on the stated objectives of the clients, their needs and their risk profile.
The first institutional subject entrusts SCM with providing consulting services on investments and asset allocation.
With the objective of becoming the sole reference point for its own institutional, corporate and private clients regarding their investments, SAFE CAPITAL MANAGEMENT offers a wide range of services for asset management and advisory.
The professional assistance being offered is under constant development and updated accordingly to the regulatory developments in the European and international legal framework (in addition to the Swiss) relating to: financial brokers and market regulations, market infrastructure, the transparency and compliance of products and issuers, and credit and banking brokerage.
Over the years, SAFE CAPITAL MANAGEMENT has invested considerable resources in the creation of a working group with specific expertise and a complementarity of perspectives on the financial markets. The team consists of 18 professionals, who have specialized knowledge and years of experience in consulting and advisory in the following areas:
Wealth Management/Family Office.