About us

Belvoir Wealth Management AG is an SEC-registered investment adviser and a FINMA authorized asset manager pursuant to Art. 17 para.1 FinIA.

Belvoir Wealth Management AG was incorporated in Zurich, Switzerland, at the end of 2003. It received its authorization from the Swiss authorities in February 2004 and opened for business on the 1st of March 2004. In 2017 the company was acquired by Belvoir Capital AG, a Zurich based FINMA regulated independent asset manager.

Today, Belvoir Wealth Management AG is a minority and woman owned company.

Belvoir Wealth Management AG 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.

We offer both discretionary and advisory global investment solutions.

Our Team

Deepak & Sabina have been working together since 2010 to service
U.S. wealth management clients. In 2021, they became Managing Partners of Belvoir Wealth Management AG.

Susanna, Katharina & Steven have extensive experience in servicing clients & managing their portfolios.

Our team understands the importance of individuals & families seeking international diversification.