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.

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