Contact

Bellevue Wealth Management
Seestrasse 16
8700 Küsnacht
Switzerland

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

 

Christian Zenker

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Christian Zenker

«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 at Bank am Bellevue
  • 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

Thomas Blum

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Thomas Blum

«There is no ownership, that would tolerate a lack of care.» (Th. Mann)
  • Since 2018 at Bank am Bellevue and Bellevue Investment Advisers
  • 2007 – 2018 Rothschild Bank, Senior Client Adviser – Swiss Domestic Market
  • 2003 – 2007 VP Bank, Relationship Manager – Private Banking
  • 2001 – 2003 Prudential-Bache, Financial Adviser – Private Wealth Management
  • 1997 – 2001 Goldman Sachs, Junior Trader – U.S. Execution Desk
  • Postgraduate studies and  Executive MBA in Wealth Management - University of Liechtenstein
  • NASD Series 7 and Series 3

Fabian Coray

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Fabian Coray

«The people who are crazy enough to think they can change the world are the ones who do.» (Steve Jobs)
  • Since 2018 at Bellevue Investment Advisers and Bank am Bellevue
  • 2013 - 2018 Wealth Management Consultant, Relationship Manager HNWI at UBS Swiss Financial Advisers AG
  • 2010 - 2013 Relationship Manager Wealth Management Arabian Gulf Core Affluent at UBS AG
  • 2006 - 2009 Senior Assistant / Junior Relationship Manager Wealth Management Key Clients India at UBS AG
  • 2004 - 2006 Assistant to two Relationship Manager Wealth Management International Core Affluent Asia at UBS AG
  • HWZ Zurich: Certificate of Advanced Studies in Digital Finance
  • AKAD Zurich: Swiss Certified Banking Economist HF 
  • Certified Wealth Management Advisor (CWMA)

Patrick Jung

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Patrick Jung

  • Since 2016 at Bank am Bellevue and since 2018 at Bellevue Investment Advisers
  • 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

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Taymour Mortagui

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 at Bank am Bellevue
  • 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)

Klaus Mudra

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Klaus Mudra

You cannot discover new oceans unless you have the courage to lose sight of the shore. (André Gide)
  • Since 2016 at Bank am Bellevue
  • 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

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Michael Wahren

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 at Bank am Bellevue
  • 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

News

Corporate News / 30.10.2018

Changes in CFO roles at Bellevue Group.

Corporate News / 26.10.2018

Newly formed group of shareholders.

Corporate News / 27.07.2018

All figures relating to the half-year result 2018 of Bellevue Group.

Corporate News / 27.07.2018

Media release regarding the half-year results 2018 of Bellevue Group.

Corporate News / 27.02.2018

All figures for Bellevue Group as of December 31, 2017.