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Disclaimer
To continue, please select your country of domicile and investor type. Depending on your domicile and the investor type that you select, you will have full or restricted access to the information due to legal reasons.

Retail clients: according to Art. 4 Abs. 2 FinSA

Professional/Institutional investors: according to Art. 4 paragraph 3-5 and Art. 5 paragraph 1 and 3-4 FinSA and Art. 10 paragraph 3 and 3ter CISA in conjunction with Art. 6a CISO

Important

Principles 

By using the website www.bellevue.ch, you confirm that you have read, understood and accepted the general information provided by the Bellevue Group AG as well as these legal provisions. These may be subject to change and the use of the site may be restricted or terminated at any time without prior notice.

No recommendation and/or offer for subscription (or for purchase) and/or redemption (or for sale)

The information, products, data, services, tools and documents contained or described on this site ("website content") are for information purposes only and constitute neither an advertisement or recommendation nor an offer or solicitation (to buy) or redemption (sell) investment instruments, to effect any transaction or to enter into any legal relations.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.rlich sind.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.

In order to determine whether the investment in shares of a certain investment fund meets your specific requirements and matches your envisaged risks, we recommend that you contact an independent financial adviser. Furthermore, we recommend that you consult an independent tax adviser in order to obtain information on the tax regulations relating to a specific investment in your legal jurisdiction and with regard to your personal circumstances. In particular tax treatment depends on individual circumstances and may be subject to change.

As the funds are recognised (ie. registered) but not authorised in the UK, the UK Financial Services Authority's financial services compensation scheme does not apply to investments in the fund but the Financial Services Authority regulated firm approving this document for the purposes of UK regulation has taken reasonable steps to satisfy itself that Bellevue will deal in an honest and reliable way and is so satisfied.

Performance

Past performance is not an indication or guarantee of the future performance of the investment. The value of investments may be subject to fluctuations and, under certain circumstances, investors may not get back the full amount invested. The performance data are calculated without taking account of commissions and costs that result from subscriptions and redemptions and commissions and costs have a negative impact on performance. Changes in foreign-exchange rates may also cause the value of investments to go up or down.

Target group of the sites 

The sites are intended exclusively for use by legal entities and natural persons having their registered office or residing in countries in which the investment funds or the related subfunds or share classes of the Bellevue Group have been properly licensed or approved for public offer or sale in accordance with the applicable local legislation. The funds are currently registered for public distribution offer in the following countries: Luxembourg, Switzerland, Germany, Austria and Spain. In all other countries, the funds may, if any, via "Private Placement" according to the local applicable laws.

It is explicitly stated, that alternative fund products are not allowed for public distribution in any country and that they may only and exclusively be solicited to institutional and qualified private investors according to the applicable local laws of each country.

The information and services provided on the sites are not intended for offer to or use by legal entities or natural persons in legal jurisdictions or countries in which the offer or use thereof would violate local legislation or legal provisions, or in which business units forming part of Bellevue Group would be subject to registration requirements in such jurisdictions or countries. Legal entities or natural persons to which such prohibitions apply must not access or use these sites.

The Bellevue funds have NOT been licensed for public offer or sale to the public in the United States in accordance with the US Investment Company Act of 1940 or the US Securities Act of 1933, or in Canada, Japan, Taiwan, Malaysia, Hong Kong or Israel in accordance with the laws in force in those countries. Therefore, particular importance is attached to ensuring that these sites are not intended for legal entities or natural persons, who have their registered office or who reside in such countries, their territories or dependencies or who, on account of their citizenship or similar status, are subject to the law of one of these countries.

Fund documents Luxembourg Fund

Bellevue SICAV: The Bellevue Funds (Lux) SICAV is admitted for public offering and distribution in Switzerland . Representative agent in Switzerland   Waystone Fund Services (Switzerland) SA, Avenue Villamont 17, CH-1005 Lausanne and paying agent in Switzerland: DZ PRIVATBANK (Schweiz) AG Münsterhof 12, PO Box, CH-8022 Zürich . The Bellevue Funds (Lux) SICAV is admitted for public distribution in Austria . Paying and information agent : Erste Bank der oesterreichischen Sparkassen AG, Graben 21 , A - 1010 Vienna . The Bellevue Funds (Lux) SICAV is admitted for public distribution in Germany . Paying and information agent : Bank Julius Bär Europe AG, An der Welle 1 , P . O . Box, D - 60062 Frankfurt a . M . The Bellevue Funds (Lux) SICAV is registered with the CNMV under the number 938 . Prospectus, Key Investor Information Document (“KIID”), the articles of association as well as the annual and semi - annual reports of the Bellevue Funds under Luxembourg law are available free of charge from the above mentioned representative, paying, facilities and information agents as well as from Bellevue Asset Management AG, Seestrasse 16 , CH - 8700 Kusnacht. 

StarCapital: You can obtain the sales prospectus, the annual reports and the german key investor information documents free of charge from StarCapital AG, and also from banks and financial advisers. Paying agent in Switzerland is DZ PRIVATBANK (Schweiz) AG, Münsterhof 12, PO Box, CH-8022 Zurich. The swiss agent is IPConcept (Schweiz) AG, In Gassen 6, PO Box, CH-8022 Zurich. In Switzerland you can obtain sales prospectus, the annual reports and the german key investor information documents free of charge from the agent and also from the paying agent. 

Fund documents Bellevue Entrepreneur Switzerland

Prospectus, Key Investor Information Document („KIID“), fund contract as well as the annual and semi - annual reports of the Bellevue Fund under Swiss law are available free of charge from: Switzerland : PMG Fonds Management AG, Sihlstrasse 95 , CH - 8001 Zürich or Bellevue Asset Management AG, Seestrasse 16, CH - 8700 Kusnacht. 

Fund documents Bellevue Funds and Bellevue Healthcare Strategy

Prospectus, Key Investor Information Document („KIID“), fund contract as well as the annual and semi - annual reports of the Bellevue Medtech and Services fund established under Swiss law in the category "Other Funds for Traditional Investments" are available free of charge from : Switzerland : Swisscanto Fondsleitung AG, Bahnhofstrasse 9 , CH - 8001 Zürich or Bellevue Asset Management AG, Seestrasse 16 , CH - 8700 Kusnacht

Fund documents StarCapital Equity Value plus, StarCapital Multi Income, StarCapital Strategy 1 and StarCapital Dynamic Bonds.

Prospectus, the key investor information document (KIID), the management regulations and the semi-annual and annual report are available free of charge in German from StarCapital AG, your advisor or intermediary, the paying agents, the relevant custodian bank or from the management company IPConcept (Luxembourg) S.A. (société anonyme), 4, rue Thomas Edison, L-1445 Luxembourg, Luxembourg, https://www.ipconcept.com. For information on opportunities and risks as well as tax information, please refer to the current detailed sales prospectus. Further information on investor rights can be found on the Management Company's website (https://www.ipconcept.com). The management company may decide to cancel the arrangements it has made for the distribution of the units of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.

Fund documents Bellevue Option Premium fund

Prospectus, the key investor information document (KIID), the management regulations and the semi-annual and annual reports are available free of charge in German from StarCapital AG, your advisor or intermediary, the paying agents, the responsible depositary (UBS Europe SE, Bockenheimer Landstrasse 2-4, D-60306 Frankfurt am Main) or from the management company Universal-Investment-Gesellschaft mbH, Theodor-Heuss-Allee 70, D-60486 Frankfurt am Main, https://www.universal-investment.com. For information on opportunities and risks as well as tax information, please refer to the current detailed sales prospectus. Further information on investor rights can be found on the Management Company's website (https://www.universal-investment.com). The management company may decide to cancel the arrangements it has made for the distribution of the units of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.

 Fund documents StarCapital Premium Bonds plus  

Prospectus, the key investor information document (KIID), the management regulations and the semi-annual and annual reports. These can be obtained free of charge in German from StarCapital AG, your advisor or intermediary, the paying agents, the responsible depositary (UBS Europe SE, Bockenheimer Landstrasse 2-4, D-60306 Frankfurt am Main) or from the management company Donner & Reuschel AG, Ballindamm 27, 20095 Hamburg, https://www.donner-reuschel.de. For information on opportunities and risks as well as tax information, please refer to the current detailed sales prospectus. Further information on investor rights can be found on the Management Company's website (https://www.universal-investment.com). The management company may decide to cancel the arrangements it has made for the distribution of the units of its collective investment undertakings in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.

Data protection

By accessing this website you state that you agree with the data protection statement. If you do not agree with this statement you should refrain from accessing any further pages of this website. This statement may be updated at any time. We therefore recommend that you check this statement regularly.

Confirmation

By clicking on "Accept", you confirm that you agree to the legal provisions. Alternatively, you can select "I don't accept" if you wish to leave the website.

Management

«The quality and innovative strength of our work are the basic requirements for generating high added value for our stakeholders»

MArkus Peter, Management Board Bellevue asset Management

Bellevue Asset Management AG

  • Chief Executive Officer

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    Chief Executive Officer

    André Rüegg

    André Rüegg has held senior positions in asset management since 1995. He built up global distribution at Julius Baer and led the unit for more than a decade, also as a member of the extended Executive Board. In 2009, he joined Bellevue Asset Management and was instrumental in driving its strategic repositioning. Since 2012, he has been responsible for its business as CEO. Since 2016 he is CEO of Bellevue Group.

  • Head of Sales

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    Head of Sales

    Patrick Fischli

    Before joining Bellevue Asset Management in 2009, Patrick Fischli held several management positions at various financial institutions, including Julius Baer Group. There, he was responsible for sales of the Group's investment funds in Switzerland. Today he is Head of Sales at Bellevue Asset Management. Patrick Fischli holds a degree in industrial engineering from the Swiss Federal Institute of Technology Zurich (ETH) and is a CEFA charterholder.

  • Chief Financial Officer

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    Chief Financial Officer

    Martin Gubler

    Martin Gubler worked thirteen years at PricewaterhouseCoopers AG and nine years at St. Galler Kantonalbank AG. He joined Bellevue Asset Management in 2019 as CFO, COO and CRO. Martin Gubler is a Swiss Certified Public Accountant and Swiss-certified banking expert with Federal Diploma.

  • Head Investment Team BB Biotech

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    Head Investment Team BB Biotech

    Dr. Daniel Koller

    From 2001-2004, Dr. Daniel Koller worked as an investment manager at equity4life Asset Management AG and from 2000-2001 as an equity analyst at UBS Warburg. He joined Bellevue Asset Management in 2004 and has been Head Investment Management Team of BB Biotech AG since 2010. He holds a degree in Biochemistry from the Swiss Federal Institute of Technology (ETH) Zurich and a PhD in Biotechnology from ETH and Cytos Biotechnology AG, Zurich.

  • Head Investment & Products

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    Head Investment & Products

    Markus Peter

    Markus Peter has held various management positions at IBM, Swiss Bank Corporation and for 10 years at the Julius Baer Group. There he held the positions of Head of Product Management and Product Development, Head of Investment Advisory and Product Specialist for Absolute Return Products. Markus Peter joined Bellevue Asset Management in 2009 as Head of Investments and Products. He holds a degree (lic. oec. HSG) from the University of St. Gallen.

  • Head Entrepreneur Strategies

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    Head Entrepreneur Strategies

    Birgitte Olsen

    Birgitte Olsen (CFA) started her career in the financial industry in 1994 as a sell-side analyst at Bank am Bellevue for the insurance and pharmaceutical sectors. From 1997 - 1998 she worked as a Fund Manager at Vontobel Asset Management in Zurich and then for more than nine years at Generali Investments in Cologne as Deputy Head of Portfolio Management Equities Europe. In 2008 she joined Bellevue Asset Management as Senior Portfolio Manager responsible for Equities Europe. She holds a degree in Finance and Accounting from the University of St. Gallen.

  • Head Healthcare Funds & Mandates

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    Head Healthcare Funds & Mandates

    Dr. Cyrill Zimmermann

    Dr. Cyrill Zimmerman founded Adamant Biomedical Investments in 2001 and led the investment boutique until its acquisition by Bellevue in 2014. He is Head of Healthcare Funds & Mandates at Bellevue Asset Management. Cyrill Zimmerman holds a PhD from the University of Zurich.

Bellevue Asset Management (Deutschland) GmbH

  • Managing Director

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    Managing Director

    Gerit Heinz

    Gerit Heinz has been Managing Director of Bellevue Asset Management (Deutschland) GmbH since July 1, 2022. Prior to that, he was at Deutsche Bank, where he served as Chief Strategist in Wealth Management since 2018. Heinz started his career as a portfolio manager and equity strategist in the asset management department of Commerzbank. In 2002, he moved to UBS Germany as an equity analyst and rose to head of the Investment Office Germany.

  • Managing Director

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    Managing Director

    Alexander Brühl

    Alexander Brühl has been Managing Director at Bellevue Asset Management Germany since 2019. Until then, his career has included a number of management positions at Union Investment Institutional GmbH, at GAM (Germany) and at StarCapital. He also worked for GZ Bank (formerly SGZ Bank). He graduated with a degree in economics.

  • Managing Director

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    Managing Director

    Heiko Ulmer

    After completing his banking apprenticeship at Sparkasse Worms, Heiko Ulmer gained over 17 years of experience in asset management at JPMorgan and UBS, among others. He joined Bellevue Asset Management in 2012 as Senior Sales Germany. He has been Head of Wholesale Sales Germany since 2019.

adbodmer AG

  • Founder & Member of the board of directors

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    Founder & Member of the board of directors

    Dr. Adriana Ospel-Bodmer

    Adriana Ospel-Bodmer, founder and since 2001 head of adbodmer AG, represents various investments on the board of directors for investors. Previously, she gained relevant professional experience in various financial institutions in Zurich and London. 

  • Managing Partner

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    Managing Partner

    Jan Kollros

    Jan Kollros started working at adbodmer AG from 2005, where he became a partner in 2009. He has been a member of Bellevue Group Executive Board and CEO of Bellevue Private Market since 2019. He holds a degree in mechanical engineering and management and production sciences from the Swiss Federal Institute of Technology (ETH) Zurich.