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.

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

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

Corporate News / 26.07.2019

Figures of Bellevue Group as at June 30, 2019

Corporate News / 19.07.2019

Jan Kollros joins the Group Executive Board