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Welcome to Belvoir Wealth Management AG<\/h3><\/div>[vc_empty_space alter_height=”small” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row gap=”35″ css=”.vc_custom_1535124451613{padding-bottom: 1.4em !important;}”][vc_column][vc_column_text]<\/p>\n
Belvoir Wealth Management AG (BWM) is an SEC-registered investment adviser and an authorized asset manager by the Swiss regulator FINMA.<\/u><\/u><\/span><\/p>\n
BWM was incorporated in Zurich, Switzerland, in 2004.<\/u><\/u><\/span><\/p>\n
Today, BWM is a minority and woman owned company.<\/u><\/u><\/span><\/p>\n
BWM provides investment services to individuals, trusts, estates, charitable organizations and other entities that are \u201cU.S.
\npersons,\u201d as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. citizens and
\npermanent U.S. residents.<\/span>[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_empty_space alter_height=”medium” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” el_class=”home_blue_blocks”][vc_column]
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Listen<\/h4>\n<\/div>\n
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We take our time to listen carefully to our clients. We understand them and satisfy their needs.<\/p>\n
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We focus on finding solutions which are tailor-made to our client\u2019s private and financial situation.<\/p>\n
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We implement tailor-made solutions in line with our client\u2019s needs. Our goal is to achieve the best long-term results.<\/p>\n
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Our Team<\/h3><\/div>[vc_separator color=”custom” border_width=”2″ el_width=”10″ accent_color=”#b6a56c”]
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$\"Katharina$
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Katharina Stumm<\/a><\/h4>\n\t\t\t
Chief Compliance Officer<\/div>\n\t\t<\/div>\n\t\t
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$\"Deepak$
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Deepak Soni<\/a><\/h4>\n\t\t\t
CEO & Managing Partner<\/div>\n\t\t<\/div>\n\t\t
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$\"Sabina$
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Sabina Weber Sauser<\/a><\/h4>\n\t\t\t
Managing Partner & CIO<\/div>\n\t\t<\/div>\n\t\t
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$\"Susanna$
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Susanna Giase<\/a><\/h4>\n\t\t\t
Senior Client Advisor<\/div>\n\t\t<\/div>\n\t\t
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$\"Alexandre$
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Alexandre Weintraub<\/a><\/h4>\n\t\t\t
Chairman of the Board<\/div>\n\t\t<\/div>\n\t\t
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Steffen Bauke<\/a><\/h4>\n\t\t\t
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More about the Team<\/span><\/span><\/a><\/div>[\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space alter_height=”huge” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes”][vc_column width=”1\/2″][vc_row_inner][vc_column_inner][vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”]
Private Clients<\/h4><\/div>[vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”][vc_column_text css=”.vc_custom_1661275439875{margin-right: 3rem !important;}”]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.<\/p>\n
We take our time and listen carefully. Understanding and satisfying your needs is our priority.<\/p>\n
We focus on finding solutions which are tailor-made for your financial situation and needs.[\/vc_column_text][vc_empty_space alter_height=”medium” hide_on_mobile=”” css=”.vc_custom_1485250422706{margin-bottom: 0.6rem !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=”1\/2″ offset=”vc_col-sm-offset-0″ css=”.vc_custom_1538387583655{margin-top: -0.15rem !important;}”][vc_single_image image=”3851″ img_size=”full”][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space alter_height=”small” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes” disable_element=”yes”][vc_column width=”1\/2″ offset=”vc_col-sm-offset-0 vc_hidden-sm vc_hidden-xs” css=”.vc_custom_1538742272903{margin-top: -0.15rem !important;}”][vc_single_image image=”3845″ img_size=”full”][\/vc_column][vc_column width=”1\/2″ offset=”vc_hidden-sm vc_hidden-xs”][vc_row_inner][vc_column_inner][vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”]
Family Office<\/h4><\/div>[vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”][vc_column_text css=”.vc_custom_1622544194362{margin-right: 3rem !important;}”]Belvoir Wealth Management AG is a multi-family office. We are happy to share our wealth of experience in providing holistic advice and support to families and clients.[\/vc_column_text][vc_empty_space alter_height=”medium” hide_on_mobile=”” css=”.vc_custom_1485250422706{margin-bottom: 0.6rem !important;}”]
More Information<\/span><\/span><\/a><\/div>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes”][vc_column width=”1\/2″ offset=”vc_hidden-lg vc_hidden-md vc_col-sm-offset-0″ css=”.vc_custom_1538387679120{margin-top: -0.15rem !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space alter_height=”huge” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” parallax=”content-moving-fade” parallax_image=”2591″ css=”.vc_custom_1537899094751{background-position: center;background-repeat: no-repeat;background-size:cover;}”][vc_column][vc_empty_space height=”600px” alter_height=”none” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space alter_height=”huge” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row][vc_column]
Our Competencies<\/h3><\/div>[vc_separator color=”custom” border_width=”2″ el_width=”10″ accent_color=”#b6a56c”][\/vc_column][\/vc_row][vc_row][vc_column]
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Asset Management<\/a><\/h4>\n\t\t\t
The Areas of Practice<\/a><\/div>\n\t\t<\/div>\n
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Mehr Informationen<\/span><\/span><\/a><\/div><\/div>[\/vc_column][vc_column width=\"1\/3\"]
Mehr Informationen<\/span><\/span><\/a><\/div><\/div>[\/vc_column][vc_column width=\"1\/3\"]
Mehr Informationen<\/span><\/span><\/a><\/div><\/div>[\/vc_column][\/vc_row]<\/div>[\/vc_column][\/vc_row][vc_row disable_element=”yes”][vc_column][vc_empty_space alter_height=”huge” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row][vc_column]
Our Vision<\/h3><\/div>[vc_separator color=”custom” border_width=”2″ el_width=”10″ accent_color=”#b6a56c”][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes”][vc_column width=”1\/2″ offset=”vc_hidden-sm”][vc_row_inner][vc_column_inner][vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”]
Deepak Soni, CEO and Managing Partner<\/h4><\/div>[vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”][vc_column_text]\u00abOnly 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.\u00bb[\/vc_column_text][vc_empty_space alter_height=”medium” hide_on_mobile=”” css=”.vc_custom_1485250422706{margin-bottom: 0.6rem !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=”1\/2″ offset=”vc_col-sm-offset-0 vc_hidden-sm” css=”.vc_custom_1544366282969{margin-top: -0.15rem !important;}”][vc_single_image image=”4422″ img_size=”456×335″ alignment=”center” el_class=”home_our_vision_pic”][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes”][vc_column offset=”vc_hidden-lg vc_hidden-md vc_hidden-xs”][vc_row_inner][vc_column_inner][vc_empty_space alter_height=”small” hide_on_mobile=”” css=”.vc_custom_1485250343677{margin-bottom: 0.7rem !important;}”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row gap=”35″ equal_height=”yes”][vc_column offset=”vc_hidden-lg vc_hidden-md vc_hidden-xs”][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” parallax=”content-moving-fade” parallax_image=”3840″ css=”.vc_custom_1544170056467{background-position: center;background-repeat: no-repeat;background-size:cover;}”][vc_column][vc_empty_space height=”600px” alter_height=”none” hide_on_mobile=””][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content_no_spaces” disable_element=”yes”][vc_column]