Our Path

There are no shortcuts

On true journeys and to unique destinations, there are no shortcuts.

Life, time, space, success as well as investments are multi-dimensional by nature, therefore the shortest distance to great achievements is never a straight line.

We are keen to stay loyal to our entrepreneurial nature and maintain our adaptability and openness towards niche paths.

There are no traffic jams on the extra mile

Establishment of SAFE CAPITAL MANAGEMENT SA
Establishment of SAM
Authorization by the OAD
Advisory for standard managed accounts
New offices in Lugano, at Via Pelli
Incorporation of the Holding company
Advisory for bank managed accounts
Portfolio management reinforcement
Establishment of Safe Capital Holding SA
New headquarters in Lugano
FINMA authorization and supervision
Office Expansion
2012
SCM is established in Lugano, Switzerland, as independent asset manager and affiliates to the Self-regulatory Body of Fiduciaries of the Ticino Canton (OAD FCT) since the first year of its activities.
The first institutional subject entrusts SCM with providing consulting services on investments and asset allocation.
2013
SAFE ASSET MANAGEMENT is created as a consulting firm specializing in the research and selection of securities and investments.
H1 2014
Having met the requirements of the Regulatory Authority concerning the exercise of fiduciary professional activities in Ticino, SCM begins its asset management business with private clients.
H2 2014
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.
2015
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.
2016
The company SAFE ASSET MANAGEMENT SA changes its name to Galafin Suisse SA and becomes a holding, owner of SCM.
H1 2017
An important international bank offers SCM the role of advisory on two managed account operating to benchmark.
H2 2017
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.
2019
SCM’s holding changes its name to SAFE CAPITAL HOLDING SA.
2021
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.
2022
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.
2024
Due to the company’s steady growth, new commercial spaces are needed. SCM is expanding its commercial offices, which now occupy the entire third floor of Palazzo Sorgente in heart of Lugano.

Independently, together

Safe Capital Management SA

Via Serafino Balestra 5
6900 Lugano

+41 91 921 3510
info@safeam.ch
SCM on Linkedin

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Safe Capital Management SA is authorized by FINMA and Supervised by OSIF