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
Steffen
Bauke
CEO
Alessandro
Trabaldo Togna
Managing Partner, CFO
Alexandre
Weintraub
Chairman of the Board and CFO
Loris Centola
Co-Leiter Asset Management
Claudia
Selim
Head of Relationship Management
Massimo
Vasconi
Head of Lugano Branch, Co-Head of AM
Marco
Bigoni
Senior Wealth & Corporate Advisor
Carlomaria
Magoni
Senior Wealth & Corporate Advisor
Sebastian
Scherrer
Head of Operations & IT
Vitor
Marques
Operations
René
Stoll
Senior Client Advisor
Lorenzo
Vergeat
Alternative Investments Specialist
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: info@belvoircapital.com
Lugano
Address: Via Serafino Balestra 17 6900 Lugano
Telephone Number: +41 91 223 22 70
Email: info.lugano@belvoircapital.com
Lausanne
Address: Place Saint François 7 1003 Lausanne
Telephone Number: +41 21 321 15 55
Email: info.lausanne@belvoircapital.com
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