Team
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Steffen Bauke
CEO
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Alexandre Weintraub
Chairman of the Board and CFO
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René Stoll, CFA
CRO/CCO
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Mauro Tempini
CIO
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Fabian Schenkel
Portfolio Manager
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David Klingenbeck, CFA
Portfolio Manager
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Stefan Calefice
Head Client Relationship
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Lizanne Atherly, CFA
Venture Partner/Head of Investment Solutions
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Felicitas Weilenmann
Operations
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Chris Waser
Operations
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Alexander Herbert
Vice President of the Board
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Nima Sarikhani
Member of the Board
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Christoph Streule
Member of the Board
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Claudia Selim
Council
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Manuel Janson
Council
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Peter von Elten
Council
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
René Stoll, CFA
CRO/CCO
Education
Apprenticeship in Banking, Swiss Banking School, Bachelor in Business Administration, CFA Charterholder, 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
• Since 2014 CRO und COO of Belvoir Capital AG
Spare Time
Married, three children
Hobbies: golf, 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
Fabian Schenkel
Portfolio Manager
Education
Master of Science in Banking and Finance UAS Zurich
Bachelor of Science in Business Administration with Specialisation in Banking and Finance UAS Zurich
Career
- over 5 years experience in asset management
- Vontobel Asset Management – Performance and Risk Analysis
- Vontobel Asset Management – Data analysis and project management
- Portfolio Manager at Belvoir Capital since 2016
Language
German, English
Spare Time
Photography, music
David Klingenbeck, CFA
Portfolio Manager
Education
Master in Business Administration from JMU Würzburg, CFA Charterholder, Languages: German, English, French
Career
- Arvest Funds AG, Pfäffikon SZ, Equity Analyst
- BFI Infinity, Zurich, Portfolio Manager
- Since 2018 PM at Belvoir Capital/Sloan Asset Management
Spare Time
Marathon, skiing
Stefan Calefice
Head Client Relationship
Education
Traineeship in Banking, Bankbetriebswirt (Bankakademie) Languages: German, English, Russian
Career
Over 30 years of experience in the financial services sector in portfolio management, wealth management und Family Office, last
• Weberbank Privatbankiers, Berlin
• FERI Gruppe, Bad Homburg
– FERI Wealth Management GmbH
– FERI Institutionel & Family Office GmbH
– FERI Trust AG (Schweiz), St. Gallen / Zürich
– Michel & Cortesi Asset Management AG, Zürich
• Since March 2018 at Belvoir Capital AG, Zurich
Spare Time
Married, one son
Hobbies: hiking and Nordic walking, golfing, skiing and cooking
Lizanne Atherly, CFA
Venture Partner/Head of Investment Solutions
Education
Bachelor of Specilaized Economics, York University, CFA Charterholder. Languages: English, German, French, Spanish
Career
Over 15 years of experience in the financial services sector in Alternative Asset Management and Technology Investments, most recently
- Minds2Capital GmbH, Managing Partner (Zurich)
- The Real Economy Effect GmbH, Director (Zurich)
- Since 2018 Venture Partner/Head Investment Solutions at Belvoir Capital AG
Spare Time
Sports, Adventure Travel, Cooking, Literature, Art
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
Chris Waser
Operations
Education
BWL (Business Administration) FH HWZ, Zurich, Languages: German, English, French
Career
Over 10 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
- Since 2015 Operations at Belvoir Capital AG
Spare Time
Squash, travel
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
Nima Sarikhani
Member of the Board
Education
Studied Econometrics and Mathematical Economics at London School of Economics & Political Science, Languages: English, German
Career
Over 14 years experience in the financial services sector in Trading and various management positions, last
• ABN AMRO Bank, London as Director
• Royal Bank of Scotland, London as Executive Director
• Azure Wealth LLP, Geneva and London as Managing Partner
• Since 2018 Member of the Board of Belvoir Capital AG
Spare Time
Married
Hobbies:
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
Claudia Selim
Council
Education
Master in International Affairs & Business Administration, Vienna
University of Economics and Business (WU), CEFA (AZEK), Zurich,
Languages: German, English, French
Career
Over 25 years of experience in the financial services sector in Private
Banking, Capital Markets & Corporate Finance, last
• The Long-Term Credit Bank of Japan (Switzerland) Ltd., Zurich
• Citibank (Switzerland), Zurich
• Bank Julius Baer & Co. Ltd, Zurich
• Bank Leu AG, Zurich
• Since 2013 Partner with WMPartners Wealth Management Ltd.,
Zurich (former Infidar Investment Advisory Ltd.)
• Since 2016 Concors AG, Zurich
• Since 2018 Council of Belvoir Capital AG
Spare Time
Skiing, Jazz, Traveling
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
Peter von Elten
Council
Career
Decades of experience in the banking sector, last
• 1995 – 2003 GM of Schroder & Co. Bank, Zurich
• 2006 – 2008 Member of the Board of Fortune Wealth Management AG, Zurich
• various Board Member mandates
• Co-Founder of the Galery elten & elten
• Since 2008 Council of BSZ AG, which has taken over IFP AG in 2014 and has being renamed in Belvoir Capital AG
Spare Time
Married, two children
Hobbies: art
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.
Launch of the Sentiment Fund
Belvoir Capital AG launches the Sentiment SICAV Europe 600 fund as a fund manager and distribution partner. It is the first investment fund in Europe with a strategy based purely on an algorithm for the evaluation of up to 60,000 qualified financial messages daily, which send buy or sell signals for the underlying strategy.
Sixth acquisition
Sloan Asset Management AG is taken over by Belvoir Capital AG. Sloan was founded in 2004 by Robert Sloan and has been managed together with Oliver Baumann since 2013. Sloan Asset Management AG is an asset manager regulated by the SEC.
Launch of the “Macromoney Global Investments SICAV”.
As an asset manager, Belvoir Capital AG launches its first long/short equity fund together with a partner from Poland.
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
Sloan Asset 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
Our current vacancies: