Welcome to Belvoir Capital AG

Our independent and entrepreneurial approach delivers tailored strategies that go beyond traditional wealth management. We blend expertise and innovation with meticulous execution, orchestrating success by seamlessly integrating every aspect of wealth management. Delivering an experience that is sophisticated, thorough, and deeply personal, creating a true community for our clients.

Why Belvoir

We are a FINMA-regulated Manager of Collective Assets, located in the three main financial centers in Switzerland, Zurich, Lugano, and Lausanne, and backed by a family-owned banking group.

Our company is perfectly positioned between boutique flexibility and an institutional approach, and our strength lies in our unique balance between tradition and modernity, combining the stability and trust of a solid group with the agility to adapt to a fast-paced financial landscape.

Listen


We take our time to listen carefully to our clients. We understand them and satisfy their needs.

Solve


We focus on finding solutions which are tailor-made to our client’s private and financial situation.

Deliver


We implement tailor-made solutions in line with our client’s needs. Our goal is to achieve the best long-term results.

Our Vision

Steffen Bauke, CEO

«The world is changing at a breathtaking pace. We see this change as an opportunity to develop new solutions for our customers. Our ambition is to be the best and most modern asset advisor, who remains aware of his tradition and roots while being always open to breaking new ground. This applies to our investment policy as well as to the area of ​​technology. The ultimate goal remains to be able to offer our customers very good and tailor-made solutions. »

Our Team

Maritza <br> Park

Maritza
Park

Advisor
Sebastian <br> Scherrer

Sebastian
Scherrer

Head of Operations & IT
Alexandre <br> Weintraub

Alexandre
Weintraub

Chairman of the Board and CFO
René <br> Stoll

René
Stoll

Senior Client Advisor
Mauro <br> Tempini

Mauro
Tempini

Senior Client Advisor
Chris <br> Waser

Chris
Waser

Portfolio Manager
Margherita<br> Adelidia

Margherita
Adelidia

Operations
Claudia <br> Selim

Claudia
Selim

Head of Relationship Management
Manuel <br>  Janson

Manuel
Janson

Council

Private Clients

Your trust is our responsibility. We see ourselves as a strategic partner and support you in all your financial needs.

Institutional Clients

We provide our institutional clients with access to the best investment managers in the world.

Our Competencies

Our Contacts

Address:Beethovenstrasse 9, CH-8027 Zürich
Telephone Number:+41 44 206 30 40
Fax Number:+41 44 206 30 49
Email:

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