Bank am Bellevue
Bellevue Group sells Bank to KBL epb
Bellevue Group was established in 1993 by a group of entrepreneurs committed to finding and presenting innovative investment ideas that benefited their clients.
Its attention was focused on institutional counterparties until 2017 but today Bellevue Group also offers its products and services to private investors. True to our Group’s DNA, finding good investment ideas remains our core business activity.
Our collaboration with clients is shaped first and foremost by their needs and wants. Whether we serve as a sounding board and trusted advisor or actively manage an investment portfolio for them is of secondary importance. Our clients are free to choose whether they want to place their securities in safekeeping on Bank am Bellevue’s own platform or have them held and administered through one of our partner banks. Either way, a comprehensive overview of their financial assets is guaranteed through the consolidated reporting solution that we offer to our clients.
Investment office services are also available for high net worth clients who would like to engage an independent sparring partner who looks after their interests when interacting with their house banks and other providers of financial services.
Besides these investment and wealth management services, we also offer clients value-added banking services at their request. Securities accounts and trading in Swiss shares (incl. market-making) are available for clients who appreciate personalized service from a genuine “boutique” firm. Our credit and lending solutions, whether devised in-house or sourced from third parties, feature a high degree of individuality and underscore our ability to go the extra mile for our clientele.