Team
Zurich Office
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Steffen Bauke
CEO
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Alexandre Weintraub
CFO
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Claudia Selim
Head of Relationship Management
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Mauro Tempini
Senior Client Advisor
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René Stoll
Senior Client Advisor
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Chris Waser
Portfolio Manager
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Felicitas Weilenmann
Operations
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Sebastian Scherrer
Head of Operations & IT
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Margherita Adelidia
Operations
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Matthias Studhalter
Senior Client Advisor
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Deljfina Andoni
Research & Portfolio Analyst
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Martina Sundell
Senior Client Advisor
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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
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
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
Mauro Tempini
Senior Client Advisor
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
Spare Time
Married, two children
Hobbies: cooking, skiing
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
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
Head of Operations & IT
Ausbildung
Business Administration
Beruflicher Werdegang
Over 10 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
Matthias Studhalter
Senior Client Advisor
Education
Banking apprenticeship, Betriebsökonom FH, Zürcher Hochschule Winterthur, CIIA®, Certified International Investment Analyst (AZEK), Zürich. Languages: German, English, Spanish.
Career
Over 30 years of experience in the financial industry including Private Banking, Institutional Asset Management, Securities Processing. Most recently:
• UBS, Zurich
• Zürcher Kantonalbank, Zurich
• ABN AMRO, Zurich
Spare Time
Married, two children
Hobbies: Traveling, biking, cooking, fishing
Deljfina Andoni
Research & Portfolio Analyst
Education
Central China Normal University, MSc. Cognitive Psychology; Jochi Daigaku, Tokyo, Japan; Stockholm University. Languages: Chinese, Japanese, English, Spanish.
Career
Over 10 years of experience in Research and 2 years experience in Finance:
• Inspira Wealth SA, Zurich
• Laboratory of Cyberpsychology and Behavior
Spare Time
Hobbies: Scuba diving, Brazilian Jiujitsu, Kendo, Collecting Kimono
Martina Sundell
Senior Client Advisor
Education
MBA in International Business, Uppsala University, Sweden; Advanced Diplomas in Business English and Business French. Languages: Swedish, other Scandinavian languages, English, French, and German.
Career
Over 40 years of experience in the financial services sector, specializing in Private banking, Portfolio management & Financial analysis. Most recent:
• Schroder & Co Bank, Zurich, Switzerland
• Bank Vontobel, Zurich, Switzerland
• Credit Suisse, Zurich and Lausanne, Switzerland
• Clariden Leu, Zurich, Switzerland
• Bank Leu , Zurich, Switzerland
• Jyske Bank, Zurich, Switzerland
• Svenska Handelsbanken, Stockholm and Paris
Spare Time
Hobbies: Art, music, tennis and 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
Lugano Office
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Marco Soldati
Senior Wealth & Corporate Advisor
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Noemi Ciceri
Client & Administrative Support
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Alex Berner
Senior Wealth & Corporate Advisor
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Marco Bigoni
Senior Wealth & Corporate Advisor
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Lorenzo Vergeat
Alternative Investment Specialist
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Chiara Falsetta Spina
Client & Administrative Support
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Massimo Vasconi
Head of Lugano Branch
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Fabio Selli
Chief Corporate Officer
Marco Soldati
Senior Wealth & Corporate Advisor
Education
Degree in Policy Science, Università Statale di Milano, Junior Kee people on UBS LUGANO & London, Studies in economics and experience in journalism. Languages: Italian, French, English.
Career
• BSI (Swiss Private Bank)
• Banco di Lugano with focus on fiscal matters for Italian clients
• Patrimony 1873 (BSI Group) and Leonardo Swiss (Banca Leonardo Group)
• Director and Member of Management Committee, Alasia SA
Spare Time
Married
Hobbies: traveling, biking, cooking, fishing
Noemi Ciceri
Client & Administrative Support
Education
High School Diploma in Business and Commerce, Italy. Languages: Italian, French, English.
Career
Over 20 years of experience in wealth management sector in private banking assistance and office management and formalities. Most recent:
• Banca Gesfid, Lugano
• PKB Private Bank, Lugano
• Alasia SA, Lugano
Spare Time
Hobbies: pilates, travel
Alex Berner
Senior Wealth & Corporate Advisor
Education
Degree in Economics, Università degli Studi Firenze, 1-year MBA, IMD Lausanne.
Career
Over 30 years’ experience in financial/corporate services, primarily in wealth management:
• Started career in 1987 with Citibank in Zurich
• Credit Suisse in Zurich, Hong Kong and Lugano
• Morgan Stanley in Hong Kong
• President, Cogesp SA, Lugano, when the company merged with Alasia SA, where currently still active
Spare Time
Married, with two daughters, and having fun with two grandchildren
Hobbies: mountain biking, cross-country skiing/skating, tennis
Marco Bigoni
Senior Wealth & Corporate Advisor
Education
Degree in Economics. University of Pavia – Italy; Certified in Wealth Management and Comprehensive Advice Seeking. Villa Negroni Switzerland. Languages: Italian, English.
Career
Over 26 years of experience in the Private Banking with ultra high net worth individuals clients.
• Director, Credit Suisse SA
• Director, Edmond de Rothschild SA
Spare Time
Married
Hobbies: sailing, diving, traveling
Lorenzo Vergeat
Alternative Investment Specialist
Education
Luigi Bocconi University and ITIS (Istituto Tecnico Industriale Statale) Vittorio Emanuele Marzotto. Languages: Italian, English, Spanish.
Career
Over 20 years of experience as Financial Analyst, Fund Analyst, and Portfolio Manager:
• PKB Private Bank
• Alasia SA, Lugano
• Cogesp SA, Lugano
• Sagres Advisory SA
Chiara Falsetta Spina
Client & Administrative Support
Education
Swiss Professional Maturity of Commercial type (Maturità Professionale Commerciale)
Career
Over 20 years of experience in wealth management, focusing on Client & Administrative Support.
Spare Time
Married, one child
Hobbies: traveling, reading
Massimo Vasconi
Head of Lugano Branch
Education
Degree in Economics and Commerce from the Luigi Bocconi University in Milan, Executive master in “Marketing and Information System” European Community Scholarship, Executive Master in “International Taxation” from “Villa Negroni” Ticino. Languages: Italian, French, English
Career
26 years of experience in the financial sector in Private Banking, Capital Markets, Wealth Advisor, Portfolio Management, gold trading and lending. Most recently:
• Director, Member of the Management Committee, Alasia Sa, Lugano (Group PKB Suisse)
• Director, Member of the Management Committee, Leonardo Swiss, Lugano
• Founding Partner of Patrimony1873, Lugano (BSI Group)
• Deputy Director of BSI SA Bank, Lugano
Spare Time
Married, one daughter
Hobbies: Diving, Motorcycle, Underwater Photography, Traveling
Fabio Selli
Chief Corporate Officer
Education
Degree in Economics, University of Pavia; Executive Master in “International Banking”, Palo Alto, CA (USA); Certifications in Wealth Management and Corporate advisory. Languages: Italian, English.
Career
Over 30 years of experience in the financial industry, as entrepreneur, manager and advisor, in Switzerland and abroad in the following Swiss banks:
• BSI / EFG Group
• Credit Suisse
Wealth & Corporate Advisory boutiques:
• Belvoir Capital, Zurich
• Alasia SA / PKB Group
• Leonardo Suisse / Banca Leonardo Group
• Patrimony 1873 / EFG Group
• Finanza e Futuro / Deutsche Bank Group
• Programma italia – Mediolanum / Fininvest Group
Other past activities
• Lecturer for “Convegni del Sestante” editions, Villa d’Este, Cernobbio (CO), Italy
• Trainer at ASIO and HR Ticino
Lausanne Office
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Lorenzo Marques
Apprentice
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Vitor Marques
Head of Lausanne Branch
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Sabrina Petter
Head of Risk & Compliance
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Caterina Peri – De Biasio
Client & Administrative Support
Lorenzo Marques
Apprentice
Education
Lausanne Professional Commercial School by the Department of Education in the Canton of Vaud.
He is currently in his third year of apprenticeship.
Spare Time
Hobbies: Former Swiss Judo medalist at the Swiss Youth Olympic Games; Martial arts, skiing, travel.
Vitor Marques
Head of Lausanne Branch
Education
Elementary and Secondary School, Portugal, School of Commerce, Lausanne. Languages: French, Portuguese (mother tongue), Spanish, Italian, English
Career
He began his career in 1989 at Banque Cantonale Vaudoise in Lausanne, where he served as a client advisor until 1992. Starting in 1992, he transitioned into roles as a trader and assistant to the managing director.
In 1999, he further expanded his expertise by gaining experience at Prentice Securities, a brokerage firm in New York, during a three-month tenure.
• Banque Cantonale Vaudoise (1989-1992)
• Alasia SA (since 1992)
Spare Time
Hobbies: Swimming, walking, traveling, cooking
Sabrina Petter
Head of Risk & Compliance
Education
Degree in Law (Master’s degree equivalence) from Lausanne University, CAS in Compliance Management at University of Geneva. Languages: French, Italian, Spanish, German, English.
Career
Over 20 years of experience in the financial services sector in Compliance and Risk Management:
• Alasia Investments SA, Lausanne, Legal and Compliance Officer
• PKB Private Bank SA, Lugano, Compliance Officer
• Alasia SA, Lugano, Business Risk Officer & Internal controls
Spare Time
Married, two children
Hobbies: traveling, skiing, cycling, activities on the boards of charitable foundations and socio-cultural association
Caterina Peri – De Biasio
Client & Administrative Support
Education
Two Degrees obtained in Lausanne. Languages: French, Italian, Spanish, English.
Career
Over 25 years of experience in the financial services sector in Management assistant in Private Banking, Customer advice, Swiss and foreign taxation, Operations, Client and Administrative Support . Most recently:
• Banque Cantonale Vaudoise, Lausanne
• Crédit Agricole Indosuez, Lausanne
• Alasia SA, Lausanne
Spare Time
One Child
Hobbies: music, dance, swimming, cooking, travel
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.
Merger of Belvoir Capital AG and Alasia SA
Launch of Belvoir Direct
Belvoir Capital AG extends its portfolio with a new service – the online wealth management platform “Belvoir Direct”.
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.
Fifth acquisition
In the course of a restructuring and sale of an asset manager, 20 customer relationships were taken over from this asset manager.
Relocation to new offices
After 12 years at Villa Mignon on Seestrasse in Zurich, the company moves to new premises at Beethovenstrasse 9.
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.
Fourth acquisition
Belvoir Capital takes over about 20 clients from Yves Lombard Asset Management in a succession plan.
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.
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.
First acquisition
BSZ takes over 15 client relationships of an asset manager with an AuM volume of CHF 60 million.
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.
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).
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.
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...
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.
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.