Belvoir Wealth Management AG was incorporated in Zurich, Switzerland, at the end of 2003. It opened for business on the 1st of March 2004 and was one of the first SEC registered asset management firms in Switzerland. In 2017 the company was acquired by Belvoir Capital AG, a Zurich based FINMA regulated independent asset manager.
Since 2022, 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” worldwide.
We offer both discretionary and advisory investment solutions.
At Belvoir Wealth Management, we are committed to delivering comprehensive solutions that align with our clients’ unique financial objectives.
Understanding the significance of international diversification for individuals and families, our team is well-versed in addressing these needs.
Deepak & Sabina have been working together since 2010 to service U.S. wealth management clients. In 2021, they became Managing Partners and majority owners of Belvoir Wealth Management AG.
The strength of our organization extends beyond our leadership duo. Our cohesive team has cultivated a working relationship spanning over a decade. Susanna, Katharina, and Steven bring a wealth of experience to the table, specializing in client service and portfolio management.
Discretionary investment solutions empower our Portfolio Managers to take the lead in managing and making decisions on your behalf. This approach is anchored in a thorough understanding of your unique investment strategy, aligning closely with your risk tolerance and financial objectives.
Advisory investment solutions provides you with the opportunity to actively contribute investment ideas. Your suggestions become integral to our process as our experienced team thoroughly researches and guides you through the final investment decision. This interactive approach ensures that your input is valued, and together, we work towards realizing your investment goals with a customized strategy.
Our Swiss Centric Portfolio is diversified across industries and business models and generally has a focus on mid-cap companies. These companies usually have a global reach in their market and service customers globally.
Our Euro Centric Portfolio is designed to focus on the stability and growth potential of leading corporations within the Eurozone. This approach offers a strategic allocation to primarily large-cap European companies across several sectors.
The Balanced Strategy offers investors a comprehensive and diversified approach. A balanced portfolio includes investments in equities, debt securities and ETFs investing in equities, bonds, or commodities.
The Growth Strategy has an increased exposure to equities compared to other asset classes. Equities require a long-term time horizon due to their risk-return relationship.
CEO and Managing Partner
As a client focused investment advisor, customer satisfaction is our ultimate goal. If at any point we do not meet your expectations, please let us know immediately by contacting your Relationship Manager. Together we endeavor to find a way to resolve the issue.
However, if you are not able to reach an amicable solution with Belvoir Wealth Management AG through this process, you can contact the OFS Ombud Finance Switzerland. This is the ombudsman service responsible for complaints against Belvoir Wealth Management AG in Switzerland, and it is a neutral mediation and information agency.
OFS Ombud Finance Switzerland
Rue du Conseil Général 10
1205 Geneva
Tel.: +41 22 808 04 51
Further information on the ombudman’s office and its mediation process can be found on the OFS Ombud Finance Switzerland website https://ombudfinance.ch
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Reach out today and let's start discussing how we can help you achieve your investment goals.
+41 43 244 75 50
info@belvoirwealth.com
Tödistrasse 16 8002 Zürich Switzerland
Career
Over 25 years of experience in the financial services sector:
Education
Bachelor of Science in Industrial Engineering at North Carolina State University, Raleigh, NC
Executive MBA program at Golden Gate University, San Francisco, CA
Languages: English
Career
Over 35 years of experience in the financial services sector:
Education
Diploma as Business Economist FH (HWV)
Certified EFFAS Financial Analyst
Languages: English, French, German, Italian
Career
Over 25 years of experience in the financial services sector:
Education
Chartered Financial Analyst (CFA)
Languages: English, German
Career
Over 25 years of experience in the financial services sector:
Education
Certified Financial Planner (CFP)
Languages: English, French, German, Italian
Career
Over 25 years of experience in the financial services sector:
Education
Bachelor of Arts in Political Science at Hartwick College, Oneonta, NY
Masters of Arts in International Relations at University of Southern California, Los Angeles, CA
Languages: English, German
By accessing the website of Belvoir Wealth Management AG (hereinafter called «Belvoir»), you declare that you have read and acknowledged the legal notices.
The legal notices as well as all information on this website may be changed at any time without prior notice. If you do not agree with or do not understand any of the following provisions you must refrain from accessing this website.
1. Local access restrictions
The content of this website is not intended for use by or distribution to any individual or legal entity in any jurisdiction where such distribution, publication or use would be contrary to the law or regulatory provisions. Individuals or legal entities in respect of whom such prohibitions apply, whether on grounds of their nationality, their place of residence or on other grounds, must not access or use this website. This specifically applies to users who are nationals of or reside in the USA (so-called US persons).
2. No offer and no advice
The content published on the Belvoir website is solely for information purposes. It does not represent an invitation, recommendation or offer to purchase or sell financial or investment instruments of any kind, to carry out transactions or to enter in any legal relationship.
The financial products mentioned on this website are not suitable for all investors. Before making investment decisions, investors should conduct a thorough investigation and seek all the professional advice they need. The opinions and assessments expressed on the Belvoir website reflect the view of Belvoir at the time of publication and do not constitute individual investment, legal or tax advice. The fact that the user accesses the Belvoir website does not make the user a customer of Belvoir.
3. No warranty
Belvoir uses customary due care in compiling the content of the Belvoir website. However, Belvoir makes no representation or warranty that the information on the Belvoir website is up to date, correct or complete. Belvoir makes no representation or warranty that access to the Belvoir website or individual functions on the Belvoir website will run without interruptions or errors, that errors will be eliminated or that no viruses or other malware will be transmitted when accessing the Belvoir website.
4. No liability
To the extent legally permitted, Belvoir excludes all liability arising from access to the information on the Belvoir website or to links to third party websites, or arising because access is not possible.
5. Reservation of all intellectual property rights
All information on the Belvoir website belongs exclusively and comprehensively to Belvoir (in particular copyright and other rights) unless otherwise specified. The information is made freely available solely for private use. No element or information on the Belvoir website is designed in such a way as to grant a licence or right to use a registered trademark, logo, image or other content protected by intellectual property rights. Belvoir reserves all intellectual property rights concerning all information on the Belvoir website. The written consent of Belvoir is required for any use other than private use (e.g. reproduction, use for public or commercial purposes).
6. Personal data
Where the user provides Belvoir with personal data (e.g. name, telephone number, address or email address) using a form or otherwise via the Belvoir website, Belvoir may use this personal data in particular for marketing purposes and for contacting the user at a later point to inform the user of services and news. For more detailed information, please refer to the Privacy Notice (LINK).
7. Material Interests
Belvoir and/or its directors, officers and employees may have or have had interests or positions or traded or acted as market makers in securities mentioned in the Belvoir website. Furthermore, such entities or persons may have or have had a relationship with or may provide or have provided corporate finance or other services to or serve or have served as directors of relevant companies.
8. Investment Performance
The past is not necessarily a guide to the future performance of an investment. The value of investments may fall as well as rise and investors may not get back the amount invested. Changes in rates of foreign exchange may cause the value of investments to go up or down.
9. Security of data transfer and electronic communication
When the user visits the BELVOIR website, its data is transmitted via an open network accessible to anyone. Data which the user electronically transmits to Belvoir or has Belvoir electronically transmit to it (e.g. contact form or email) is generally not encrypted. This includes in particular the following risks:
Data may be intercepted and viewed by third parties;
Even if the sender and recipient are located in Switzerland, data may be transferred uncontrolled abroad, where data protection might not be comparable to Switzerland;
Electronic messages may contain viruses or other malware which may result in various types of damages. For anti-virus purposes, the use of up-to-date browser versions and the installation of antivirus software, which is updated on an ongoing basis, is recommended;
The identity of the sender (e.g. email) and the content of the message may be faked or otherwise manipulated by unauthorized persons. Emails of doubtful origin and unexpected attachments to an email should not be opened.
Even in a transmission that might be encrypted, the sender and recipient remain unencrypted in each case. It can therefore not be ruled out that data sent in such a way may be intercepted and viewed by third parties or that the contact with Belvoir may be traced.
Unless otherwise expressly stated, Belvoir does not accept orders or instructions of any kind that are issued via email or by other electronic message transmission systems.
10. Links to other websites
Belvoir does not review the third-party websites linked to the Belvoir website. These links are for the sole purpose of user-friendliness and information. Third-party websites are completely outside the control of Belvoir, which is why no responsibility of any kind is assumed for the accuracy, completeness and legality of the content and any offers. The operator of the websites visited via the links bears responsibility for those aspects. Linking to these websites is done at the user’s own risk.
Placing a link to the Belvoir website on a third-party website requires the prior approval of Belvoir.
11. Applicable law and jurisdiction
Insofar as a legal relationship has even been created between the user and Belvoir, it shall be governed exclusively by Swiss law, excluding the provisions of private international law or other rules on the conflict of laws. The place of performance and jurisdiction for disputes shall be exclusively at the registered office of Belvoir, unless stipulated otherwise under mandatory statutory provisions. For users domiciled abroad, the registered office of Belvoir shall also be the place for debt collection proceedings. Belvoir may also enforce its rights at the domicile of the user or before any other competent court.
Belvoir Wealth Management AG
Tödistrasse 16
8002 Zurich
+41 43 244 75 50
info@belvoirwealth.com
VAT-Number: CHE-110.517.268 MWST
Company Identification Number (UID):
CHE-110.517.268
President of the Board of Directors
Alexandre Weintraub
Supervisory Organization
AOOS – Schweizerische Aktiengesellschaft
für Aufsicht
Clausiusstrasse 50
8006 Zürich
+41 44 215 98 98
info@aoos.ch
Active member of SAAM (Swiss Association of Asset Managers)
Höschgassse 30
8008 Zurich
+41 44 228 70 10
info@vsv-asg.ch
Ombudsman’s Office
OFS – Ombud Finance Switzerland
10 rue du Conseil-Général
1205 Genf
+41 22 808 04 51
contact@ombudfinance.ch