POZZI CONSEILS,
VISION AND VALUES
Pozzi Conseils was born out of the founder's desire to provide quality professional services compliance, risk control, Swiss tax and wealth planning.
Our approach is based on the following four pillars following :
PASSION
Our passion for the work we do is fundamental to providing our customers with the high-quality, professional service they deserve.
competence
Mastery of skills and knowledge of legal, tax and financial matters is also an essential element in providing a professional service. We pay particular attention to ongoing training, a fundamental aspect in order to ensure high-quality services.
listening
Listening carefully and understanding our customers' needs are essential. Passion and technical expertise are only effective if they are accompanied by a real understanding of our customers' expectations. We attach great importance to taking the time to listen to our customers so that we can fully understand their needs.
ethics and integrity
Our activities require irreproachable professional ethics and integrity. We impose an irreproachable level of professional ethics on ourselves and on all those we deal with, in order to establish lasting professional relationships based on trust.
Stefano holds a Master's degree in Business Economics from the University of Fribourg (1995). In 2005, he obtained the STEP certificate, followed by the SATCM certificate in 2009 in the field of trusts. Passionate about law and taxation, he continued his studies with an LLM (MAS) in international tax law from the University of Neuchâtel / Lausanne in 2013.
His professional career is marked by a multidisciplinary approach. After starting out in auditing with a Big4, he worked as a financial analyst for a multinational, before moving on to human-scale structures in corporate consulting, mergers and acquisitions, and later in trusts.
In 2014, Stefano helped found the asset management company Elypse Partners SA, where he held the positions of partner, COO as well as compliance and risk manager, developing in-depth expertise in compliance and risk management. The company is a member of ASG, is licensed by FINMA and is affiliated to AOOS.
With over 30 years' experience, Stefano has expertise in corporate organization and management, financial management, compliance, risk management and legal and tax aspects for both legal entities and individuals.
