for U.S. Clients
Welcome to Belvoir Wealth Management AG
Belvoir Wealth Management AG (BWM) is an SEC-registered investment adviser and an authorized asset manager by the Swiss regulator FINMA.
BWM was incorporated in Zurich, Switzerland, in 2004.
Today, BWM is a minority and woman owned company.
BWM provides investment services to individuals, trusts, estates, charitable organizations and other entities that are “U.S.
persons,” as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. citizens and
permanent U.S. residents.
Our Team
Katharina Stumm
Valerie Mast
Deepak Soni
Sabina Weber Sauser
Susanna Giase
Alexandre Weintraub
Steffen Bauke
Private Clients
Your trust is our responsibility. We see ourselves as a strategic partner and in this capacity we accompany you in all financial and asset matters. To this end we work hand in hand with Swiss private banks we trust.
We take our time and listen carefully. Understanding and satisfying your needs is our priority.
We focus on finding solutions which are tailor-made for your financial situation and needs.
Our Competencies
Our Vision
Deepak Soni, CEO and Managing Partner
«Only those who feel valued and understood in their environment, who can contribute and develop further, will develop their full potential. We firmly believe that employees are the real capital of any company; it is through them that we achieve our uniqueness. Our proactive and quality-conscious approach, which requires flexible and individual customer service, is the foundation of our values. We are proud of our long-standing customer relationships, which are always based on trust, clarity and transparency.»
Our Contact Details
Address:Tödistrasse 16, 8002 Zürich
Phone number: +41 43 244 75 50
Fax number:+41 43 244 75 51
Email:info@belvoirwealth.com