Your Multi Family Office personal and innovative

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

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

Asset Management


Our goal-oriented advice is rooted in the structuring of your assets thoroughly. Our experienced portfolio managers employ the asset management mandates tailored to your specific needs.

Family Office


We can be your family office. We organize contract management, are the contact for your service providers and bring you relevant partnerships.

Investment Funds


You can benefit from our expertise by investing in investment funds managed or selected by our experienced portfolio managers.

Our Contacts

Zurich (Head Office)

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

Lugano

Address: Via Serafino Balestra 17 6900 Lugano
Telephone Number+41 91 223 22 70
Email

Lausanne

Address:  Place Saint François 7 1003 Lausanne
Telephone Number: +41 21 321 15 55
Email

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