Team
Board Of Directors
Education Career • Chairman of the Board of Directors, PKB Private Bank (since 2020) Languages Spare Time Education Career • Group CEO & Chairman of the Executive Board, PKB Private Bank (since Jan 2020) Languages Spare Time Education Career Spare Time Hobbies: traveling, tennis, skiing Education Career • Independent Director, Board of Directors, PKB Private Bank (since 2022) Languages Spare Time
Umberto Trabaldo Togna
Chairman Of The Board
Luca Venturini
Board Member
Alexandre Weintraub
Board Member, Managing Partner, COO
Stefano Veri
Board Member
Umberto Trabaldo Togna
Chairman Of The Board
• Degree in Economics and Business, University of Geneva
Nearly 40 years of experience in the financial sector, with a focus on Private Banking and Executive Leadership.
• Member, Executive Committee & Nomination and Remuneration Committee, PKB Private Bank
• Group CEO & Chairman of the Executive Board, PKB Private Bank (2005–2019)
• Head of Private Banking & Executive Board Member, PKB Private Bank (1994-2005)
• Board Member: Auriga Holding SA, Cassa Lombarda SpA (Milan), COFI SA (Luxemburg), PLanetarium Funds (Luxemburg)
Italian, English, French
Married, three children
Hobbies: reading, sport, photography
Luca Venturini
Board Member
• Law Degree, Università la Statale, Milan
• Master’s Degree in Marketing & Management, Middlesex University, London
• Qualified Lawyer (State Exam, Milan, 1999)
Over 25 years of experience in Private Banking, Wealth Management & Executive Leadership
• Head of Private Banking Italy & Head of Lugano Branch, Julius Bär
• CEO, Edmond de Rothschild (Lugano) SA
• Deputy CEO & Head of Private Banking, Edmond de Rothschild (Switzerland) SA
Italian, English, French
Married, two children
Hobbies: reading, tennis
Alexandre Weintraub
Board Member, Managing Partner, COO
Bachelor of Business Administration from Zurich University, Swiss Banking School, Languages: German, French, English, Spanish, Portuguese
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
Married, three children
Stefano Veri
Board Member
Banking apprenticeship, Columbia Business school, various certifications in banking and Wealth Management
Over 40 years of experience in Wealth Management and International Capital Markets.
• Independent Board Member, various companies in the financial services sector
• Group Managing Director, UBS (2014)
• Senior Management Roles, UBS (over 40-year tenure)
• Member of key management committees, UBS Wealth Management
Italian, English, French, German
Married, two children
Hobbies: Outdoors, reading
Zurich Office
Education Career Spare Time Hobbies: freeriding, racing bicycle Education Career Spare Time Hobbies: traveling, tennis, skiing Education Career • PKB Private Bank, Head of Strategic & Growth Initiatives (Zurich) Languages Spare Time Education Career Languages Spare Time Education BA in Management at University of Rome, MBA at Boston University, CFA Charterholder. Languages: English, Italian, German (beginner) Career Over 25 years experience in the financial services sector in Portfolio Management, Research and Investment Office. Most recent: Spare Time Married, two children Ausbildung Beruflicher Werdegang • axeed AG (Etops Group) Spare Time Hobbies 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 Education Career Over 15 years of experience in the financial services sector in the field of Wealth Advisory & Reporting, most recently Spare Time Squash, travel Education 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 Private Married, two children Spare Time Strength and endurance training, yoga, cooking Education Career Spare Time Hobbies: cooking, skiing Education Career • Schroder & Co Bank, Zurich, Switzerland Spare Time Education Career Spare Time Hobbies: Traveling, biking, cooking, fishing Education Career Spare Time Hobbies: golf, skiing Education Career Spare Time Hobbies: traveling, biking, cooking, fishing
Steffen Bauke
Managing Partner, CEO
Alexandre Weintraub
Board Member, Managing Partner, COO
Alessandro Trabaldo Togna
Managing Partner, CFO
Claudia Selim
Head of Relationship Management
Loris Centola
Co-Head of Asset Management
Sebastian Scherrer
Head of Operations & IT
Felicitas Weilenmann
Operations
Chris Waser
Portfolio Manager
Margherita Adelidia
Operations
Mauro Tempini
Senior Client Advisor
Martina Sundell
Senior Client Advisor
Matthias Studhalter
Senior Client Advisor
René Stoll
Senior Client Advisor
Manuel Janson
Council
Maritza Park
Advisor
Steffen Bauke
Managing Partner, CEO
Studied Business Administration at LMU Munich, Languages: German, English, French, Italian
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
Married, three children
Alexandre Weintraub
Board Member, Managing Partner, COO
Bachelor of Business Administration from Zurich University, Swiss Banking School, Languages: German, French, English, Spanish, Portuguese
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
Married, three children
Alessandro Trabaldo Togna
Managing Partner, CFO
B.A. Management & International Relations at the University of St.Andrews
Master in Business Administration (MBA) at Insead
Over 15 years experience in the financial services sector in Mergers & Acquisitions and Wealth Management
• Alasia SA and Belvoir Capital AG, Board Member
• Credit Suisse, Corporate Development M&A (Zurich)
• Barclays Capital, Mergers & Acquisitions (London)
English, Italian, French
Married, three children
Hobbies: racket sports, photography, live music
Claudia Selim
Head of Relationship Management
Degree in Commercial Science (Mag.), WU Vienna
CEFA (AZEK), Zurich
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
German, English, French
Skiing, Jazz, Traveling
Loris Centola
Co-Head of Asset Management
• BSI Lugano
• Credit Suisse AG Zurich, Head of Research
• Singularity Fund, Chief Executive Officer
• NutraMy, Chief Executive Officer
Hobbies: guitars, astronomy
Sebastian Scherrer
Head of Operations & IT
Business Administration
Over 10 years of experience in proccess automation. Previous head business development and project manager for the Swiss market leaders in Fintech/Wealthtech.
• Owner & Co-Founder of Autoplush
married
Snowboard, Squash, Travel
Felicitas Weilenmann
Operations
Chris Waser
Portfolio Manager
BWL, Languages: German, English, French
Margherita Adelidia
Operations
Commercial banking apprenticeship in Zurich
• BSI AG, Zurich, Credits Administrator
• EFG Bank AG, Zurich, Assistant Credit Specialist
Mauro Tempini
Senior Client Advisor
Business School, Internship SBG, CEFA (AZEK), Languages: German, English, Italian
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
Married, two children
Martina Sundell
Senior Client Advisor
MBA in International Business, Uppsala University, Sweden; Advanced Diplomas in Business English and Business French. Languages: Swedish, other Scandinavian languages, English, French, and German.
Over 40 years of experience in the financial services sector, specializing in Private banking, Portfolio management & Financial analysis. Most recent:
• 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
Hobbies: Art, music, tennis and skiing
Matthias Studhalter
Senior Client Advisor
Banking apprenticeship, Betriebsökonom FH, Zürcher Hochschule Winterthur, CIIA®, Certified International Investment Analyst (AZEK), Zürich. Languages: German, English, Spanish.
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
Married, two children
René Stoll
Senior Client Advisor
Apprenticeship in Banking, Swiss Banking School, Bachelor in Business Administration, active CFA Charterholder until 2023, Languages: German, English, French
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
Married, three children
Manuel Janson
Council
Bachelor of Business Administration from University Miami and Washington DC, Languages: German, English, Spanish, French, Swedish
• 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
Married, two children
Maritza Park
Advisor
Lugano Office
Education Career Spare Time Hobbies: Diving, Motorcycle, Underwater Photography, Traveling 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 Spare Time Hobbies: traveling, biking, cooking, fishing Education Career Education Career Spare Time Hobbies: traveling, reading Education Career Spare Time Education Career Spare Time Hobbies: mountain biking, cross-country skiing/skating, tennis Education Career Spare Time Hobbies: sailing, diving, traveling
Massimo Vasconi
Head of Lugano Branch, Co-Head of AM
Marco Soldati
Senior Wealth & Corporate Advisor
Lorenzo Vergeat
Alternative Investments Specialist
Chiara Falsetta Spina
Client & Administrative Support
Noemi Ciceri
Client & Administrative Support
Alex Berner
Senior Wealth & Corporate Advisor
Marco Bigoni
Senior Wealth & Corporate Advisor
Carlomaria Magoni
Senior Wealth & Corporate Advisor
Massimo Vasconi
Head of Lugano Branch, Co-Head of AM
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
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
Married, one daughter
Marco Soldati
Senior Wealth & Corporate Advisor
• 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
Married
Lorenzo Vergeat
Alternative Investments Specialist
Luigi Bocconi University and ITIS (Istituto Tecnico Industriale Statale) Vittorio Emanuele Marzotto. Languages: Italian, English, Spanish.
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
Swiss Professional Maturity of Commercial type (Maturità Professionale Commerciale)
Over 20 years of experience in wealth management, focusing on Client & Administrative Support.
Married, one child
Noemi Ciceri
Client & Administrative Support
High School Diploma in Business and Commerce, Italy. Languages: Italian, French, English.
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
Hobbies: pilates, travel
Alex Berner
Senior Wealth & Corporate Advisor
Degree in Economics, Università degli Studi Firenze, 1-year MBA, IMD Lausanne.
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
Married, with two daughters, and having fun with two grandchildren
Marco Bigoni
Senior Wealth & Corporate Advisor
Degree in Economics. University of Pavia – Italy; Certified in Wealth Management and Comprehensive Advice Seeking. Villa Negroni Switzerland. Languages: Italian, English.
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
Married
Carlomaria Magoni
Senior Wealth & Corporate Advisor
Lausanne Office
Education Career Spare Time Education Career Spare Time Hobbies: traveling, skiing, cycling, activities on the boards of charitable foundations and socio-cultural association Education Career Spare Time Hobbies: music, dance, swimming, cooking, travel Education Lausanne Professional Commercial School by the Department of Education in the Canton of Vaud. Spare Time
Vitor Marques
Head of Lausanne Branch, Senior Wealth & Corporate Advisor
Sabrina Petter
Head of Risk & Compliance
Caterina Peri – De Biasio
Client & Administrative Support
Lorenzo Marques
Apprentice
Vitor Marques
Head of Lausanne Branch, Senior Wealth & Corporate Advisor
Elementary and Secondary School, Portugal, School of Commerce, Lausanne. Languages: French, Portuguese (mother tongue), Spanish, Italian, English
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)
Hobbies: Swimming, walking, traveling, cooking
Sabrina Petter
Head of Risk & Compliance
Degree in Law (Master’s degree equivalence) from Lausanne University, CAS in Compliance Management at University of Geneva. Languages: French, Italian, Spanish, German, English.
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
Married, two children
Caterina Peri – De Biasio
Client & Administrative Support
Two Degrees obtained in Lausanne. Languages: French, Italian, Spanish, English.
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
One Child
Lorenzo Marques
Apprentice
He is currently in his third year of apprenticeship.
Hobbies: Former Swiss Judo medalist at the Swiss Youth Olympic Games; Martial arts, skiing, 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
Attentive
Transparent
Goal oriented
Innovative
Experienced
Personal
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.