Team
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Steffen Bauke
CEO
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Alexandre Weintraub
Chairman of the Board and CFO
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Mauro Tempini
CIO
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Claudia Selim
Head of Relationship Management
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René Stoll
Senior Client Advisor
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Adrian Marcu
Head of Investment Solutions & Digital Assets
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Chris Waser
Portfolio Manager
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Felicitas Weilenmann
Operations
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Sebastian Scherrer
Manager Operations & IT
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Margherita Adelidia
Operations
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Alexander Herbert
Vice President of the Board
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Christoph Streule
Member of the Board
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Manuel Janson
Council
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Maritza Park
Advisor
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
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
Claudia Selim
Head of Relationship Management
Education
Degree in Commercial Science (Mag.), WU Vienna
CEFA (AZEK), Zurich
Career
Over 30 years of experience in the financial sector in Private Banking, Capital Markets & Corporate Finance, most recently:
• Concors AG, Zurich
• WMPartners Vermögensverwaltungs AG (formerly Infidar Vermögensberatung AG), Zurich
• Bank Leu AG, Zurich
• Bank Julius Bär & Co. AG, Zurich
• Citibank (Switzerland), Zurich
• The Long-Term Credit Bank of Japan (Switzerland) Ltd, Zurich
Languages
German, English, French
Spare Time
Skiing, Jazz, Traveling
René Stoll
Senior Client Advisor
Education
Apprenticeship in Banking, Swiss Banking School, Bachelor in Business Administration, active CFA Charterholder until 2023, 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
• 2014 – 2020 CRO und COO of Belvoir Capital AG
Spare Time
Married, three children
Hobbies: golf, skiing
Adrian Marcu
Head of Investment Solutions & Digital Assets
Education
Diplomate (equivalent to Master’s Degree) at Johann Wolfgang Goethe University, Frankfurt am Main (main focus on credit and finance & banking studies)
Career
Over 25 years of experience in the financial industry, including:
- Resilience AG, Zurich – Managing Director & Co-Founder FX Hedge Fund and Managed Account Advisory
- Oppenheim Jr. & Cie., Frankfurt & Zurich – Senior FX Options and Derivatives Market Maker / Hedge Fund Manager
- Lehman Bros. Intl, London (GB) – Senior Equity Trader
Languages
German, Romanian, English, French
Spare Time
Karate, running, tennis, squash, skiing, diving, traveling, poker tournaments
Chris Waser
Portfolio Manager
Education
BWL, Languages: German, English, French
Career
Over 15 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
- Operations at Belvoir Capital AG
Spare Time
Squash, travel
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
Sebastian Scherrer
Manager Operations & IT
Ausbildung
Business Administration
Beruflicher Werdegang
Over 8 years of experience in proccess automation. Previous head business development and project manager for the Swiss market leaders in Fintech/Wealthtech.
- axeed AG (Etops Group)
- Owner & Co-Founder of Autoplush
Spare Time
married
Hobbies
Snowboard, Squash, Travel
Margherita Adelidia
Operations
Education
Commercial banking apprenticeship in Zurich
Languages
English, French, German, Italian
Career
Over 30 years of experience in the financial services sector in the credit area, most recently
- Banca del Gottardo, Zurich, Credits Administrator
- BSI AG, Zurich, Credits Administrator
- EFG Bank AG, Zurich, Assistant Credit Specialist
Private
Married, two children
Spare Time
Strength and endurance training, yoga, cooking
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
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
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
Maritza Park
Advisor
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.
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.
First acquisition
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.
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.
Fourth acquisition
Belvoir Capital takes over about 20 clients from Yves Lombard Asset Management in a succession plan.
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.
Relocation to new offices
After 12 years at Villa Mignon on Seestrasse in Zurich, the company moves to new premises at Beethovenstrasse 9.
Fifth acquisition
In the course of a restructuring and sale of an asset manager, 20 customer relationships were taken over from this asset manager.
Sixth acquisition
Belvoir Wealth Management AG is taken over by Belvoir Capital AG. Belvoir Wealth Management AG is an asset manager regulated by the SEC.
Launch of Belvoir Direct
Belvoir Capital AG extends its portfolio with a new service – the online wealth management platform “Belvoir Direct”.
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
Belvoir Wealth 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
We don’t have any vacancies at the moment.