Chairman of the Board and CFO
René Stoll, CFA
Gerd Guba, CFA
Portfolio Manager, Fund Manager
David Klingenbeck, CFA
Head Client Relationship
Marketing and Distribution
Vice President of the Board
Member of the Board
Member of the Board
Peter von Elten
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.
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...
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.
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).
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.
BSZ takes over 15 client relationships of an asset manager with an AuM volume of CHF 60 million.
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.
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.
Belvoir Capital takes over about 20 clients from Yves Lombard Asset Management in a succession plan.
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.
Relocation to new offices
After 12 years at Villa Mignon on Seestrasse in Zurich, the company moves to new premises at Beethovenstrasse 9.
In the course of a restructuring and sale of an asset manager, 20 customer relationships were taken over from this asset manager.
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.
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.
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.
«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
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