About us
History
The company’s history starts in 1981 with the establishment of the wealth management company Dr. Gianluigi Socchi and the signing of the first bank cooperation agreement with Affida Bank (now Credit Suisse).
The motivation for starting the company was the request from clients for a bank-independent and long-term cooperative partnership. As business increased, additional cooperation agreements with well-known Swiss banks followed.
In 2000, the company became a member of the Financial Services Standards Association (VQF), the oldest and largest of the self-regulatory organisations (SRO) recognised by FINMA for combating money laundering and terrorism financing.
Over time, the company’s information network expanded and the systems and processes used were systematically developed further. This gave the company the opportunity to optimise the quality of its service offering.
In 2014, the company changed its name to the newly established GLSO Finance Ltd., which is wholly owned by the three participating partners, Dr. Gianluigi Socchi, Igor Socchi and Philipp Wille.
At the same time, the company became a member of the industry association for wealth managers (BOVV) of the VQF, whose task it is to verify that its members comply with the code of conduct officially recognised by the Swiss Financial Market Supervisory Authority, FINMA, in matters pertaining to the practice of wealth management.
History
The company’s history starts in 1981 with the establishment of the wealth management company Dr. Gianluigi Socchi and the signing of the first bank cooperation agreement with Affida Bank (now Credit Suisse).
The motivation for starting the company was the request from clients for a bank-independent and long-term cooperative partnership. As business increased, additional cooperation agreements with well-known Swiss banks followed.
In 2000, the company became a member of the Financial Services Standards Association (VQF), the oldest and largest of the self-regulatory organisations (SRO) recognised by FINMA for combating money laundering and terrorism financing.
Over time, the company’s information network expanded and the systems and processes used were systematically developed further. This gave the company the opportunity to optimise the quality of its service offering.
In 2014, the company changed its name to the newly established GLSO Finance Ltd., which is wholly owned by the three participating partners, Dr. Gianluigi Socchi, Igor Socchi and Philipp Wille.
At the same time, the company became a member of the industry association for wealth managers (BOVV) of the VQF, whose task it is to verify that its members comply with the code of conduct officially recognised by the Swiss Financial Market Supervisory Authority, FINMA, in matters pertaining to the practice of wealth management.
2014
On July 17 GLSO Finance Ltd. becomes member of the Industry Organization for Independent Wealth Managers (BOVV), fully compliant with the rules of professional conduct officially recognised by FINMA.
2012
Igor Socchi joins the company founded by his father. Together with Philipp Wille they start to lay the foundations for GLSO Finance Ltd.
1985
Cooperation agreements with two additional banks (Bank Sarasin, Bank Maerki Baumann) are signed.
2014
Philipp Wille joins the company. On June 6 the former company Dr. Gianluigi Socchi is transformed into GLSO Finance Ltd.
2000
Membership is granted of the Financial Services Standards Association (VQF), the oldest and largest Self-Regulatory Organization (SRO) recognised by the Federal Financial Market Supervisory Authority FINMA regarding AML (Anti-Money Laundering).
1981
Establishment of the Wealth Management Company Dr. Gianluigi Socchi with the first bank cooperation agreement (Affida Bank, now Credit Suisse).
2014
On July 17 GLSO Finance Ltd. becomes member of the Industry Organization for Independent Asset Managers (BOVV), fully compliant with the rules of professional conduct officially recognized by the FINMA.
2014
Philipp Wille joins the company. On June 6 the former company Dr. G. Socchi is transformed into GLSO Finance Ltd.
2012
Igor Socchi joins the Company founded by his father. Together with Philipp Wille they start to lay the foundations for GLSO Finance Ltd.
2000
Membership is granted of the Financial Services Standards Association (VQF), the largest Self-Regulatory Organization (SRO) regarding AML, officially recognized by the Federal Financial Market Supervisory Authority FINMA.
1985
Cooperation agreements with two additional banks (Bank Sarasin, Bank Maerki Baumann) are signed.
1981
Establishment of the Wealth Management Company Dr. Gianluigi Socchi with the first bank cooperation agreement (Affida Bank, now Credit Suisse).