The great explorer of the truth, the master-builder of human happiness no one rejects dislikes avoids pleasure itself because it is pleasure but because know who do not those how to pursue pleasures rationally encounter consequences that are extremely painful desires to obtain.
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We are
Swiss asset managers based in Küsnacht on Lake Zurich
Since 1981
...we have pursued the goal of independent, professional and long-term orientated support for our clients. Our services are centred around traditional wealth management and advisory.
40+ years of experience
Our company history
From the beginning to the future
Beginning
The history of the company begins in 1981 with the founding of the asset management company of Dr Gianluigi Socchi and the signing of the first banking cooperation agreement with Affida Bank (later Credit Suisse). The motivation for starting the company was the request from clients for a bank-independent and long-term cooperative partnership.
Growth phase
As part of the expansion of the client base, additional cooperation agreements have been concluded with renowned Swiss banks over the years. Today, the company works closely with four banks. Over time, the business has developed systematically in order to stay one step ahead of the growing regulatory requirements and to continuously optimise the quality of the services offered.
Transformation
In 2014, the company was renamed GLSO Finance Ltd., which is wholly owned by the three partners Gianluigi Socchi, Igor Socchi and Philipp Wille. In the years that followed, it underwent extensive technological modernisation. Not only were new IT systems implemented, but innovative processes were also introduced to further increase the efficiency and quality of services. These strategic adjustments have enabled GLSO to optimally prepare for future challenges. In 2022, it was one of the first asset managers to receive FINMA authorisation.
The future
In future, GLSO Finance Ltd. will continue to endeavour to drive forward its transformation. There are plans for investments in artificial intelligence to further optimise data analysis and decision-making processes. The company will also expand its digital services to offer clients even more flexibility and convenience.
History
Milestones
Today
Today
Planned investments in artificial intelligence and digital services to expand our offering, optimise processes and offer clients even more flexibility and convenience.
2022
2022
Obtaining the FINMA license as an asset manager and joining the supervisory organization FINcontrol Suisse AG
2018
2018
Modernisation of the IT platform with commissioning of the 'Assetmax' PM/CRM system.
2014
2014
The company is renamed GLSO Finance. Ltd on 6 June. Philipp Wille joins the company as a participating partner.
2012
2012
Igor Socchi joins the company founded by his father. Workflows and processes are further optimised.
2000
2000
Membership of the Swiss Financial Services Standards Association (VQF), the oldest and largest self-regulatory organisation recognised by FINMA.
1994
1994
Relocation of the registered office to Küsnacht. Consistent expansion of business activities leads to steady growth in the client base.
1981
1981
Founding date of Dr Gianluigi Socchi Asset Management and Investment Advisory in Zurich. The core business has always been bank-independent asset management for Swiss clients.