Team

  • Steffen Bauke

    CEO

  • Alexandre Weintraub

    Chairman of the Board and CFO

  • René Stoll, CFA

    CRO/CCO

  • Mauro Tempini

    CIO

  • Beyzade Han

    COO

  • Gerd Guba, CFA

    Portfolio Manager, Fund Manager

  • Fabian Schenkel

    Portfolio Manager

  • David Klingenbeck, CFA

    Portfolio Manager

  • Stefan Calefice

    Head Client Relationship

  • Krista Rubene

    Marketing and Distribution

  • Felicitas Weilenmann

    Operations

  • Chris Waser

    Operations

  • Carissa Knab

    Operations

  • Alexander Herbert

    Vice President of the Board

  • Nima Sarikhani

    Member of the Board

  • Christoph Streule

    Member of the Board

  • Claudia Selim

    Council

  • Manuel Janson

    Council

  • Peter von Elten

    Council

Steffen Bauke

CEO

Education
Studied Business Administration at LMU Munich, Languages: German, English, French, Italian

Career
Over 20 years experience in the financial services sector in Portfolio Management, Private Banking & Corporate Finance, last
• UBS Zurich, Frankfurt and London
• UBS AG Zurich, Private Banking Key Clients Germany
• 2004 Establishment of BSZ AG, 2014 takeover of IFP AG and renaming into Belvoir Capital AG
• Since 2014 CEO of Belvoir Capital AG

Spare Time
Married, three children

Hobbies: freeriding, racing bicycle

Alexandre Weintraub

Chairman of the Board and CFO

Education
Bachelor of Business Administration from Zurich University, Swiss Banking School, Languages: German, French, English, Spanish, Portuguese

Career
Over 40 years of experience in the financial services sector, last
• Private Banking client advisor with various banks, last seven years with Sal. Oppenheim as member of Executive Management
• 1996 Establishment of Onyx Asset Management, 2000 renaming in IFP AG
• 2014 takeover of IFP AG through BSZ AG and renaming in Belvoir Capital AG
• Since 2014 Chairman of the Board and CFO of Belvoir Capital AG

Spare Time
Married, three children

Hobbies: traveling, tennis, skiing

René Stoll, CFA

CRO/CCO

Education
Apprenticeship in Banking, Swiss Banking School, Bachelor in Business Administration, CFA Charterholder, Languages: German, English, French

Career
Over 40 years experience in the financial services sector in Corporate Clients, Corporate Finance, Private Banking, last
• UBS (formerly SBV) New York, Frankfurt, Sydney, Corporate Finance Zurich
• UBS AG Zurich, Private Banking Key Clients Germany
• 2004 Establishment of BSZ AG, 2014 takeover of IFP AG and renaming into Belvoir Capital AG
• Since 2014 CRO und COO of Belvoir Capital AG

Spare Time
Married, three children

Hobbies: golf, skiing

Mauro Tempini

CIO

Education
Business School, Internship SBG, CEFA (AZEK), Languages: German, English, Italian

Career
Over 30 years of experience in the financial services sector in Portfolio Management, last
• UBS Zürich, Genf und Toronto, Portfolio Management
• Partner with Salmann Investment Management AG
• Since 2000 Partner with IFP AG
• 2014 takeover of IFP AG through BSZ AG and renaming in Belvoir Capital AG
• Since 2014 CIO of Belvoir Capital AG

Spare Time
Married, two children

Hobbies: cooking, skiing

Beyzade Han

COO

Education
Master of Business Administration (MBA) from ETH Zurich, Master’s degree in Economics, Business Administration, Communication Studies, Philosophy, (German Studies), Languages: German, English, Turkish

Career
More than 10 years of experience in the financial sector in research, portfolio management, last
ARVEST Funds AG, Zurich as Managing Director
ARVEST Funds AG, Pfäffikon SZ as Fund Manager
Various Board Member mandates
Since 2018 COO at Belvoir Capital AG

Spare Time
Married, two children

Hobbies: jogging, volleyball

Gerd Guba, CFA

Portfolio Manager, Fund Manager

Education
Apprenticeship in Banking, Bachelor in Banking & Finance, Master in Business Administration from Zurich University, CFA Charterholder, Stock Trader Examination (SIX Zurich), Languages: German, English

Career
• Portfolio Management and Wealth Management UBS Zurich and Munich
• LGT Capital Management, Stock Analyst
• Since 2014 Portfolio Manager and Fund Manager at Belvoir Capital AG

Spare Time
Football, literature

Fabian Schenkel

Portfolio Manager

Education

Master of Science in Banking and Finance UAS Zurich

Bachelor of Science in Business Administration with Specialisation in Banking and Finance UAS Zurich

Career

  • over 5 years experience in asset management
  • Vontobel Asset Management – Performance and Risk Analysis
  • Vontobel Asset Management – Data analysis and project management
  • Portfolio Manager at Belvoir Capital since 2016

Language

German, English

Spare Time

Photography, music

David Klingenbeck, CFA

Portfolio Manager

Education
Master in Business Administration from JMU Würzburg, CFA Charterholder, Languages: German, English, French

Career

  • Arvest Funds AG, Pfäffikon SZ, Equity Analyst
  • BFI Infinity, Zurich, Portfolio Manager
  • Since 2018 PM at Belvoir Capital

Spare Time

Marathon, skiing

Stefan Calefice

Head Client Relationship

Education
Traineeship in Banking, Bankbetriebswirt (Bankakademie) Languages: German, English, Russian

Career
Over 30 years of experience in the financial services sector in portfolio management, wealth management und Family Office, last
• Weberbank Privatbankiers, Berlin
• FERI Gruppe, Bad Homburg
– FERI Wealth Management GmbH
– FERI Institutionel & Family Office GmbH
– FERI Trust AG (Schweiz), St. Gallen / Zürich
– Michel & Cortesi Asset Management AG, Zürich
• Since March 2018 at Belvoir Capital AG, Zurich

Spare Time
Married, one son

Hobbies: hiking and Nordic walking, golfing, skiing and cooking

Krista Rubene

Marketing and Distribution

Education
Bachelor of International Economics University of Latvia, CAS Investments & Derivatives University of Zurich.  Languages: English, German, French, Latvian, Russian

Career

Over 5 years of experience in the financial services sector in Corporate & Asset Management and Marketing, most recently

  • S.M.- Corporate Service & Management, Monaco (Zurich)
  • Swiss Management Opportunity SA
  • Since 2017 Head Marketing & Distribution at Belvoir Capital AG

 Spare Time

Travel, literature, art

Felicitas Weilenmann

Operations

Education

Commercial banking apprenticeship in Zurich, languages: German, English

Career

Over 30 years of experience in the financial services sector in asset management, private equity and investment banking

Spare Time

Travel

Chris Waser

Operations

Education
BWL (Business Administration) FH HWZ, Zurich, Languages: German, English, French

Career

Over 10 years of experience in the financial services sector in the field of Wealth Advisory & Reporting, most recently

  • ZT Zurich Trust AG, Zurich
  • Family Office Services SwissTrust AG, Zurich
  • Since 2015 Operations at Belvoir Capital AG

Spare Time

Squash, travel

Carissa Knab

Operations

Education

Commercial Financial- Trust education in Zurich, Languages: German, English, French

Career:
Over 10 years’ experience in the financial services industry in asset management, private equity and investment banking

Spare Time

Travel, sport

Alexander Herbert

Vice President of the Board

Education
Apprenticeship as Publisher, Law Degree from University Hamburg

Career
• Since admission in 2005 Lawyer with Buse Heberer Fromm, Berlin, Partner since 2007
• Since 2008 management of Kanzlei Buse Heberer Fromm, Zurich, since 2011 President of the Board
• Focus in international business law, corporate law, M&A, restructuring and succession planning
• various Board Member mandates
• Since 2015 Member of the Board of Belvoir Capital AG

Spare Time
Married

Hobbies: golfing, skiing

Nima Sarikhani

Member of the Board

Education
Studied Econometrics and Mathematical Economics at London School of Economics & Political Science, Languages: English, German

Career
Over 14 years experience in the financial services sector in Trading and various management positions, last
• ABN AMRO Bank, London as Director
• Royal Bank of Scotland, London as Executive Director
• Azure Wealth LLP, Geneva and London as Managing Partner
• Since 2018 Member of the Board of Belvoir Capital AG

Spare Time
Married

Hobbies:

Christoph Streule

Member of the Board

Education
Study in Mathematics at the University of Basle, Study in Law at the University of Basle, lic. iur., Languages: German, English

Career
Over 30 Years of experience in the financial services sector in Portfolio-Management and Private Banking, last
• 1981 – 2002 UBS Basel, New York und Zurich
• 2002 – 2012 HSBC Private Bank (Suisse) SA, Zurich, and HSBC Private Bank (UK) Ltd.
• 2013 – 2015 Azure Wealth, Set-up of the London and Switzerland entities
• various Board Member mandates
• Since 2015 Member of the Board of Belvoir Capital AG

Spare Time
Married, two children; Hobbies: Golfing, skiing

Claudia Selim

Council

Education
Master in International Affairs & Business Administration, Vienna
University of Economics and Business (WU), CEFA (AZEK), Zurich,
Languages: German, English, French

Career
Over 25 years of experience in the financial services sector in Private
Banking, Capital Markets & Corporate Finance, last
• The Long-Term Credit Bank of Japan (Switzerland) Ltd., Zurich
• Citibank (Switzerland), Zurich
• Bank Julius Baer & Co. Ltd, Zurich
• Bank Leu AG, Zurich
• Since 2013 Partner with WMPartners Wealth Management Ltd.,
Zurich (former Infidar Investment Advisory Ltd.)
• Since 2016 Concors AG, Zurich
• Since 2018 Council of Belvoir Capital AG

Spare Time
Skiing, Jazz, Traveling

Manuel Janson

Council

Education
Bachelor of Business Administration from University Miami and Washington DC, Languages: German, English, Spanish, French, Swedish

Career
• Baring Asset Management Boston & London
• LGT Asset Management Hong Kong
• Merrill Lynch Miami
• Investment Manager & Partner Janson & Partner
• Establishment of a retailer in South America
• Since 2017 Council of Belvoir Capital AG

Spare Time
Married, two children

Hobbies: traveling, biking, cooking, fishing

Peter von Elten

Council

Career
Decades of experience in the banking sector, last
• 1995 – 2003 GM of Schroder & Co. Bank, Zurich
• 2006 – 2008 Member of the Board of Fortune Wealth Management AG, Zurich
• various Board Member mandates
• Co-Founder of the Galery elten & elten
• Since 2008 Council of BSZ AG, which has taken over IFP AG in 2014 and has being renamed in Belvoir Capital AG

Spare Time
Married, two children

Hobbies: art

Our History

The roots of Belvoir Capital AG go back to 1996. In its current form, it was created in 2014 through the merger of the two companies BSZ AG Vermögensverwaltung and IFP Independent Financial Partners AG.

1996-06-01
Founded in 1996

IFP Independent Financial Partners AG (IFP)

IFP was originally founded as Onyx Asset Management AG by Alexandre Weintraub. In the summer of 2000, Mauro Tempini joined with another partner and the company was renamed IFP Independent Financial Partners AG. More...

    Until 2014, the company served private clients in Europe and Latin America with a focus on a multi-strategy approach. Due to stricter regulations, growing compliance requirements and a difficult market environment, the partners decided in 2012 that a merger with another company would make sense to secure the company’s future and master the challenges ahead. In 2012, the company moved to BSZ premises and in 2014, the merger followed as a natural consequence.

2004-06-20
Founded in 2004

BSZ AG Wealth Management

BSZ was founded in 2004 by Steffen Bauke, René Stoll and Markus Zuhorn, all Senior Client Advisors at UBS. BSZ concentrated at that time also on the support of HNWI with headquarters in Germany and Switzerland.

2008-11-01
November 2008

Two strategy funds

Due to the changing tax environment in Germany, BSZ launched two strategy funds in 2008 (Belvoir Global Allocation Fund and Belvoir Global Allocation II Universal).

2012-03-01
March 2012

Founding the BSZ office community – IFP

In 2012, the founders of the BSZ and the IFP came to the conclusion that, in view of higher regulatory and compliance requirements, it would make sense to initially bundle forces in an office community at Seestrasse 131.

2013-09-01
September 2013

First acquisition

BSZ takes over 15 client relationships of an asset manager with an AuM volume of CHF 60 million.

2014-07-01
July 2014

Merger of IFP and BSZ to form Belvoir Capital AG (second acquisition)

As a logical consequence, BSZ legally took over IFP on July 1, 2014 and merged the asset management business. In the course of this merger, the company was renamed Belvoir Capital AG. The founding partners, who form the Executive Committee, have since built up a professional corporate organisation and implemented a family corporate culture. At the end of 2014, Belvoir had seven employees and AuM of approximately CHF 250 million.

2015-01-01
January 2015

Third acquisition

At the beginning of 2015, the company supported the succession of another asset manager and more than doubled its AuM to approximately CHF 600 million by taking over around 30 mandates.

2016-01-01
January 2016

Fourth acquisition

Belvoir Capital takes over about 20 clients from Yves Lombard Asset Management in a succession plan.

2016-04-01
April 2016

FINMA licence

Belvoir Capital is granted Finma approval as an asset manager of collective investment schemes pursuant to Art. 18 CISA following an approval procedure of almost one year.

2016-09-01
September 2016

Relocation to new offices

After 12 years at Villa Mignon on Seestrasse in Zurich, the company moves to new premises at Beethovenstrasse 9.

2016-12-30
December 2016

Fifth acquisition

In the course of a restructuring and sale of an asset manager, 20 customer relationships were taken over from this asset manager.

2017-02-01
In February 2017

Launch of the Sentiment Fund

Belvoir Capital AG launches the Sentiment SICAV Europe 600 fund as a fund manager and distribution partner. It is the first investment fund in Europe with a strategy based purely on an algorithm for the evaluation of up to 60,000 qualified financial messages daily, which send buy or sell signals for the underlying strategy.

2017-04-01
April 2017

Sixth acquisition

Sloan Asset Management AG is taken over by Belvoir Capital AG. Sloan was founded in 2004 by Robert Sloan and has been managed together with Oliver Baumann since 2013. Sloan Asset Management AG is an asset manager regulated by the SEC.

December 2018

Launch of the “Macromoney Global Investments SICAV”.

As an asset manager, Belvoir Capital AG launches its first long/short equity fund together with a partner from Poland.

Our Principles

Our Vision

«The world is changing at a breathtaking pace. We see this change as an opportunity to develop new solutions for our customers. Our aim is to be one of the best and most modern multi-family offices in the world, one that remains aware of its tradition and roots and is at the same time open to new approaches. This applies both to our investment policy and to the area of technology. Our primary goal remains to be able to offer our clients the best tailor-made solutions. We can only achieve this goal if we make every effort to remain customer- and solution-oriented, personal, human and, above all, authentic. In the service sector, people count more than in any other sector.

This is why we invest both in people and in state-of-the-art technology. This enables us to set new standards in service for our customers. All organizational processes and tasks are regularly scrutinized and optimized with regard to their efficiency. Our service quality and solutions should continue to be among the best on the market in the future. Our aim is to remain the right partner for all generations of asset owners. It is important that we are agile, flexible and able to act at all times. All in the interests of our clients. »

Quote Steffen Bauke, CEO

Our Investments

Sloan Asset Management AG is a subsidiary of Belvoir Capital AG. It is a SEC-licensed asset manager.

Yukka Lab is a leading German technology company in the field of augmented language intelligence and context-based text analysis for the financial industry.

Munich-based WMD Capital offers a digital solution for private asset management. Through access to the most renowned asset managers, their investment strategies can be compared using simple key figures, selected and directly invested in their strategy funds.

Our main partner banks:

UBS, Credit Suisse, Julius Bär, Berenberg Bank, Bank J. Safra Sarasin, LGT Bank, Liechtensteinische Landesbank, Maerki Baumann, Pictet, Vontobel, Schoeller Bank

Jobs