Wealth Management

Discretionary wealth management mandates are offered in Bellevue’s traditional strengths, namely the Swiss equity universe and the global healthcare sector. Of course we also offer discretionary multi-asset mandates.

What sets us apart from many other wealth managers is that we use futures contracts to quicken our response to changing market conditions. We consider this a critical advantage especially in today’s volatile market.

Our wealth management services can be provided over different bank platforms (incl. Bank am Bellevue’s own platform). Moreover, special funds for qualified investors are also available for certain strategies.

Contact us to learn more about the products and services we offer.


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).