10.12.2024
Swiss Wealth Management boutiques Alasia and Belvoir Capital
join forces and announce their merger.
Alasia SA and Belvoir Capital AG are delighted to announce their merger. With this merger both companies make a strategic step to strengthen the offering as wealth manager and multi-family investment office.
• Belvoir Capital is an independent manager of collective assets and a multi-family office based in Zurich, boasting a longstanding track-record with a CISA (FINMA) license since 2016 and a forward-looking, innovative DNA.
• Alasia is an independent FINMA-regulated wealth management and corporate advisory boutique, part of PKB Group, fully owned by the Trabaldo Togna family.
Following the acquisition of a majority stake in Belvoir Capital by PKB Private Bank earlier this year, Alasia and Belvoir Capital will combine their strengths to create a cutting-edge Swiss wealth manager that better serves the complex needs of private clients and their families. The merged company will operate independently as Belvoir Capital. Steffen Bauke will lead the business as CEO, and the current partners of Belvoir Capital will remain qualified shareholders. The merged wealth manager will benefit from the entrepreneurial experience of the Trabaldo Togna shareholding family and the financial strength of PKB Group.
The merger has been approved by the relevant regulatory authorities and will be effective by the end of the year.
The partnership also includes an indirect minority stake in Belvoir Wealth Management, a Swiss investment boutique based in Zurich with a SEC registration and specialised in providing investment solutions for U.S. persons.
Luca Venturini, CEO of PKB Private Bank commented: “Alasia and Belvoir Capital are two independent wealth management platforms with a strong strategic complementarity. Thanks to this powerful combination of experiences and professional teams our clients will benefit from the highest quality of service and enhanced investment capabilities going-forward.”
Steffen Bauke, CEO of Belvoir Capital stated: “Belvoir Capital will become one of the leading players in the independent asset management and multi-family office space in Switzerland. Through the network, experience and expertise of the Trabaldo Togna family in the wealth management industry we will be able to serve our clients more comprehensively and further enhance our offering.”
About Belvoir Capital: www.belvoircapital.com/en
About Alasia: www.alasiawca.com/en
About PKB Private Bank: www.pkb.ch/en
For media enquires please contact:
PKB Private Bank SA
Communication
T +41 91 913 35 35
T +41 91 913 31 88
communication@pkb.ch
BELVOIR CAPITAL AG
Beethovenstrasse 9 CH-8002 Zürich
+41 44 206 30 40
info@belvoircapital.com
