Contact

Bellevue Investment Partners
Seestrasse 16
8700 Küsnacht
Switzerland

+41 44 267 67 67
bbip(at)bellevue.ch

Christian Zenker

Managing Partner
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Christian Zenker

Managing Partner
«Money is like manure; it's not worth a thing unless it's spread around encouraging young things to grow.» (Th. Wilder)
  • Since May 2016 Head of Bellevue Investment Partners
  • Since January 2010 Director of Run My Accounts AG
  • 2002-2016: UBS Wealth Management Europe, Head Nordic Markets International, Head UHNW Nordic Markets
  • 2001-2002: McKinsey & Company, Consultant
  • Dr. oec., degree from University of St. Gallen and Cornell University, USA
  • Certified Wealth Management Advisor

Simon Lutz

Investment Advisor
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Simon Lutz

Investment Advisor
«Independence, transparency and a true passion for clients and markets turn an advisor into an investment partner.»
  • Since July 2016 with Bellevue Investment Partners
  • 2013-2016 UBS Wealth Management Europe, Nordic Markets International, Investment Advisor
  • 2012-2013 Morgan Stanley, Private Wealth Management
  • 2006-2012 UBS, trainee program and Wealth Management Europe, Nordic Markets
  • International Banking and Finance student at FHNW School of Business
  • Certified Wealth Management Advisor (CWMA)

Klaus Mudra

Head Investment Strategies
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Klaus Mudra

Head Investment Strategies
You cannot discover new oceans unless you have the courage to lose sight of the shore. (André Gide)
    • Since October 2016 with Bellevue as head investment strategy    
    • 2015 – 2016: Senior Investment Professional, Fabricius Vermögensverwaltung GmbH Frankfurt
    • 2007 – 2014: J.P. Morgan Private Bank, Head Investments Germany/Austria
    • 2005 – 2007: Credit Suisse (Germany), Head Investment Management and Investment Consulting, member of the Investment Committee
    • 1998 – 2005: UBS (Germany), Head Investment Consulting & Business Development
    • 1995 – 1998: Vereins- und Westbank AG, Head Securities Hamburg-West
    • 1986 – 1995: Commerzbank AG: securities specialist and group manager client advisory
    • Trained as a banking specialist at Commerzbank AG
    • Graduate of the FSA Securities & Investment Institute, London

Michael Wahren

Partner
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Michael Wahren

Partner
It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change. (Charles Darwin)
  • Since 2016 Bellevue Investment Partners, Partner
  • 2013 - 2016: UBS Wealth Management, Executive Director, Nordic UHNW & GFO
  • 2006 - 2013: Man Group, Director, Nordic Institutional Sales
  • 2001 - 2006: GE Capital, Various roles (Management Trainee, Integration Leader, Pricing Leader)
  • M.Sc. International Economics, Gothenburg School of Economics and Commercial Law

Patrick Jung

Partner
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Patrick Jung

Partner
  • Since 2016 Partner at Bellevue Investment Partners
  • 2008 - 2016 UBS Wealth Management Europe, Executive Director, UHNW UK
  • 2007 - 2008 UBS Wealth Management London Branch, Sales Management
  • 2002 - 2007 UBS Wealth Management & Business Banking, General Trainee & Talent Program
  • London Business School, Masters in Finance
  • University of Applied Sciences, Zurich: Bachelor in Business Administration
  • Certified Wealth Management Advisor (CWMA)

Taymour Mortagui

Associate
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Taymour Mortagui

Associate
You can tell whether a man is clever by his answers. You can tell a man is wise by his questions. (Naguib Mahfouz)
  • Since 2017 Bank Associate Bellevue Investment Partners
  • 2016-2017 Corporate Finance Manager at Orascom Development Holding AG
  • 2014-2016 Technical Assistant to the Chairman of the Board of Orascom Development Holding AG
  • 2013-2014 Analyst at Locus Analytics, a financial services start-up in Wall Street, New York
  • 2012-2013 Master of Engineering at University of California, Berkeley
  • 2009-2012 Bachelor of Science at the Swiss Federal Institute of Technology in Lausanne (EPFL)

Dr. Rafa Tajouri

Portfolio Manager
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Dr. Rafa Tajouri

Portfolio Manager
  • Since 2015 with Bank am Bellevue as Sales HNWI/Equity Specialist 
  • 2011 - 2014: Crescendo Investment, Zürich: Equity Portfolio Management
  • 2003 - 2011: UBS Investment Bank, Zürich and São Paulo: Equity Derivatives Sales
  • 1997 - 2002 Credit Suisse, Zürich and New York: Multi-Asset Investment Advisory for Middle East UHNWIs, Equity Sales
  • PhD, University of Zurich, 2011
  • MBA, Insper Instituto de Pesquisa e Ensino, São Paulo, 2010
  • CFA Charterholder, CFA Institute, 2003

News

Corporate News / 30.10.2017

Bellevue Group will bear the costs incurred for investment research in the wake of MiFID II.

Corporate News / 28.07.2017

Bellevue Group triples consolidated net profit. Group operating profit surges.

Corporate News / 28.07.2017

Half-year report of Bellevue Group as at June 30, 2017.

Corporate News / 27.07.2017

Presentation regarding the half-year figures of Bellevue Group on July 28, 2017.

Corporate News / 10.05.2017

Correction of net loss 2016 from CHF -1.3 mn to CHF -0.7 mn.