Team
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Alexandre Weintraub
Chairman of the Board
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Deepak Soni
Managing Partner & CEO
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Sabina Weber Sauser
Managing Partner & CIO
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Katharina Stumm
Chief Compliance Officer
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Susanna Giase
Director, Senior Client Advisor
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Valerie Mast
Executive Assistant
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Steven Lupsiewicz
Executive Assistant and Office Manager.
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Steffen Bauke
Board Member
Alexandre Weintraub
Chairman of the Board
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, most recently:
- 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
Divorced, three children
Hobbies: traveling, tennis, skiing
Deepak Soni
Managing Partner & CEO
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 20 years of experience in the financial services sector, most recently:
- Chief Executive Officer at UBP Investment Advisors, Zurich
- Chief Executive Officer at Vontobel Swiss Wealth Advisors, Zurich
Since 2021 Chief Executive Officer and Managing Partner at Belvoir Wealth Management AG
Spare Time
Married, three children
Hobbies: Tennis, Basketball, and Jazz music
Sabina Weber Sauser
Managing Partner & CIO
Education
Diploma as Business Economist FH (HWV)
Certified EFFAS Financial Analyst
Languages: German, French, English, Italian
Career
Over 30 years of experience in the financial services sector, most recently:
- Senior Investment Manager and Managing Director at UBP Investment Advisors SA, Zurich
- Chief Investment Officer and Executive Director at Vontobel Swiss Wealth Advisors AG, Zurich
Since 2021 Managing Partner and Chief Investment Officer at Belvoir Wealth Management AG
Also: Lecturer in Banking & Finance at the University of Applied Sciences, Zurich (HWZ)
Spare Time
Married
Hobbies: Yoga, Traveling, Opera
Katharina Stumm
Chief Compliance Officer
Education
CFA
Languages: English, German
Career
Over 24 years experience in the financial service sector, last
- CCO Crystal Asset Management AG
- Portfolio Manager with UBS Asset Management, ZKB Asset Management and Credit Suisse Asset Management
- Member of the board of directors and vice president of the predecessor of the “CFA Society Switzerland”
Since 2021 Chief Compliance Officer with der Belvoir Wealth Management AG
Also: Lecturer at the University of applied sciences Zurich (HWZ)
Spare Time
Hobbies: Travelling, books
Susanna Giase
Director, Senior Client Advisor
Education
Certified Financial Planner
Languages: German, English, French, Italian
Career
Over 20 years experience in the financial service sector, last:
- Investment Funds Operations at Credit Suisse AG
- Client Advisory at Credit Suisse AG
- Senior Client Advisory at Maerki Baumann & Co AG
- Senior Client Advisor at Valartis Bank Zürich (new Banque Cramer)
- Senior Client Advisor at BFI Infinity, Zürich (formerly Swiss Infinity Zürich)
Spare Time
Married with two children
Hobbies: Cooking, painting, running, skiing
Valerie Mast
Executive Assistant
Education
Executive assistant with federal diploma
CYP “Banking and Finance Essentials BFE”
Languages: German, English
Professional background
Over 12 years of experience in the financial services industry, most recently:
- Executive Assistant at UBP Investment Adivsors, Zurich
- Executive Assistant at Vontobel Swiss Wealth Advisors, Zurich
- Assistant at UBS Swiss Financial Advisors, Zurich
Since 2021 Executive Assistant at Belvoir Wealth Management AG
Spare time
One child
Hobbies: mountaineering, climbing, yoga
Steven Lupsiewicz
Executive Assistant and Office Manager.
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
Career
Over 20 years of experience in the financial services sector, most recently:
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- Credit Suisse AG, Zurich
- Credit Suisse First Boston, Zurich
- Schweizerische Kreditanstalt AG, Zurich
- Danzas AG, Zurich
- United States Air Force, various assignments
Spare Time
Married, two children
Hobbies: Photography, Running, Traveling, Writing
Steffen Bauke
Board Member
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, most recently:
- 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