Investment Advisory Services

Portfolio advisory services are tailored to the individual needs of our clients and can appertain to one or more asset classes. Swiss and European equities and Bellevue Group’s long-standing expertise in the healthcare sector are the core of our advisory services. Some of our entrepreneurially inclined private clients also invest in privately held companies with the prospect of significant returns.

Besides Bellevue’s proven fundamental equity research and valuation skills, we discuss technical indicators for the broader market or specific stocks with our clients on a regular basis to improve their tactical decision-making.

Our investment advisory services can be provided over different bank platforms (incl. Bank am Bellevue’s own platform).

We will gladly sit down with you to discuss how we can best meet your specific needs and wants.


Corporate News / 19.03.2019

The shareholders approved all proposals put forward by the Board.

Corporate News / 26.02.2019

Presentation annual figures 2018 Bellevue Group.

Corporate News / 26.02.2019

Bellevue Group performed well as a pure asset and wealth manager despite a challenging environment.

Corporate News / 26.02.2019

All figures of Bellevue Group as at December 31, 2018 (in German).

Corporate News / 26.02.2019

Invitation to the Annual General Meeting on March 19 in Zurich. (German only).