Contact

Bank am Bellevue AG
Seestrasse 16
8700 Küsnacht
Switzerland

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

 

Christian Zenker

read more

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

read more

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

Nicolas Carroz

read more

Nicolas Carroz

  • Since July 2018 Bank am Bellevue, Head Portfolio Implementation
  • 2000-2018 Rothschild Bank AG, Senior Portfolio Manager
  • 1998-2000 UBS AG, Junior Portfolio Manager

Fabian Coray

read more

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

read more

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)

Nicolaj Kugler

read more

Nicolaj Kugler

«A creative man is motivated by the desire to achieve, not by the desire to beat others.» (Ayn Rand)

Since 2018 at Bank am Bellevue
2017 - 2018 at Bellevue Group: Legal & Compliance

Klaus Mudra

read more

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

Zerina Ramadani

read more

Zerina Ramadani

«Logic will get you from A to Z; imagination will get you everywhere.» (Albert Einstein)
  • Since 2019 at Bank am Bellevue
  • 2017 Avalor Investment AG, Support External Asset Manager, International Clients
  • 2014 - 2016 UBS AG, Support Wealth Management Arabian Gulf HNWI

Michael Wahren

read more

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 / 20.08.2019

Strategic focus on asset management and private market activities.  

Corporate News / 26.07.2019

Presentation of half-year figures at July 26, 2019.

Corporate News / 26.07.2019

Figures of Bellevue Group as at June 30, 2019

Corporate News / 26.07.2019

Media release regarding Bellevue Group's half-year figures.

Corporate News / 19.07.2019

Jan Kollros joins the Group Executive Board