Team

  • Steffen Bauke

    CEO

  • Alexandre Weintraub

    Chairman of the Board and CFO

  • Mauro Tempini

    CIO

  • Claudia Selim

    Head of Relationship Management

  • René Stoll, CFA

    Senior Client Advisor

  • Fabian Schenkel

    Portfolio Manager

  • Chris Waser

    Portfolio Manager

  • Adrian Marcu

    Head of Investment Solutions & Digital Assets

  • Nadine Rütsche

    Communication & Relationship Manager

  • Felicitas Weilenmann

    Operations

  • Sebastian Scherrer

    Manager Operations & IT

  • Margherita Adelidia

    Operations

  • Stephanie Wegener

    Assistant

  • Alexander Herbert

    Vice President of the Board

  • Christoph Streule

    Member of the Board

  • Manuel Janson

    Council

  • Maritza Park

    Council

  • 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

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, CFA

Senior Client Advisor

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
• 2014 – 2020 CRO und COO of Belvoir Capital AG

Spare Time
Married, three children

Hobbies: golf, 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

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

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

Nadine Rütsche

Communication & Relationship Manager

Education

  • CAS Digital Marketing at the ZHAW
  • Commercial banking apprenticeship in Zurich, Management SVF, Executive Assistant with federal diploma of higher education
  • Languages: German, English, French

Career

  • Over 10 years of experience in the financial services sector in asset management and private banking.
  • Before joining the Belvoir family, I worked at Credit Suisse AG at the External Asset Manager Desk Switzerland.

Spare Time

  • Travel, acting, sport

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

Stephanie Wegener

Assistant

Education

  • Commercial banking apprenticeship with vocational baccalaureate (bilingual DE/EN)
  • Student exchange semester in Business Administration, University of Barcelona, Spain
  • Currently: Bachelor of Science in Business Administration, Zurich University of Applied Sciences (ZHAW)

Languages

  • German, English, Spanish, French

Career

Over four years of experience in the financial sector, last:

  • Client advisor at Migros Bank AG
  • Since 2021 at the Belvoir family

Spare Time

  • Travelling, volleyball, skiing, hiking, swimming, running, music

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

Council

Peter von Elten

Council

Education
A-levels
Banking apprenticeship
French language studies
Executive Management Training Program JP Morgan New York

Languages
German, English, French

Career
Over 35 years of experience in the financial services sector, most recently

  • 1995 – 2003 as GM of Schroder & Co. Bank, Zurich
  • 2006 – 2008 Board member of Fortune Wealth Management AG, Zurich
  • Various board memberships
  • Co-founder of the gallery elten & elten
  • Since 2008 Advisory Board of BSZ AG, which took over IFP AG in 2014 and was renamed Belvoir Capital AG

Spare time
Married, two children

Hobbies: music, art, golf

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.

1996-06-01
Founded in 1996

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...

    Until 2014, the company served private clients in Europe and Latin America with a focus on a multi-strategy approach. Due to stricter regulations, growing compliance requirements and a difficult market environment, the partners decided in 2012 that a merger with another company would make sense to secure the company’s future and master the challenges ahead. In 2012, the company moved to BSZ premises and in 2014, the merger followed as a natural consequence.

2004-06-20
Founded in 2004

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.

2008-11-01
November 2008

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).

2012-03-01
March 2012

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.

2013-09-01
September 2013

First acquisition

BSZ takes over 15 client relationships of an asset manager with an AuM volume of CHF 60 million.

2014-07-01
July 2014

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.

2015-01-01
January 2015

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.

2016-01-01
January 2016

Fourth acquisition

Belvoir Capital takes over about 20 clients from Yves Lombard Asset Management in a succession plan.

2016-04-01
April 2016

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.

2016-09-01
September 2016

Relocation to new offices

After 12 years at Villa Mignon on Seestrasse in Zurich, the company moves to new premises at Beethovenstrasse 9.

2016-12-30
December 2016

Fifth acquisition

In the course of a restructuring and sale of an asset manager, 20 customer relationships were taken over from this asset manager.

2017-04-01
April 2017

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.

2020-11-01
November 2020

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

Unfortunately, we do not have any open vacancies at the moment.