Partners & Links
ACOLIN Fund Services AG is an independent service provider for management companies is the representative of Bellevue (Lux) Funds in Switzerland. ACOLIN employs over 20 professionals at its Zurich headquarters and its offices in Geneva, Lugano, Luxembourg, London, Frankfurt and Madrid. ACOLIN is supervised by the Swiss Financial Market Supervisory Authority FINMA.
atl Capital is a global financial advisory firm and the official representative of Bellevue SICAV funds in Spain.
areg.ch AG is a specialist in services relating to the share register. areg.ch manages the share registers of the investment company BB Biotech AG and of Bellevue Group AG, and also assists the two companies with their general meetings.
Capita Asset Services, which was taken over by the Link Group, provides services in the area of share registration in its role as a registry and receiving office for the investment company BB Healthcare Trust plc.
The London branch of Caceis Bank Luxembourg is the depositary of the investment company BB Healthcare Trust plc, which is listed on the London Stock Exchange. Caceis is an asset-servicing bank that specializes in the post-trade infrastructures related to the management and monitoring of all investment classes.
The Erste Bank der oesterreichischen Sparkassen AG is the designated paying and information agent and tax issue representative in Austria for Bellevue's Luxembourg funds. It is one of the largest and oldest banking groups in Austria.
fundinfo is a leading international platform for information and mandatory publications of investment funds. The platform www.fundinfo.com strengthens the network between fund houses, fund distributors and investors and is recognised by financial market supervisory authorities for mandatory publications. The service is available in Europe and Asia, and covers thousands of funds from the world’s largest fund houses.
Bank Julius Bär acts as a custodian bank for the investment company BB Biotech AG. The custodian bank’s tasks cover the requirements of the European AIFM Directive.
Bellevue Asset Management has been an official support of the Swiss Cancer League since 2010 and it has a representative on the Investment Committee of the organization's Cancer Charity Support Fund. This committee helps to fund major projects in the fight against cancer.
MDO is a UCITS III fund management company organized under Luxembourg law offering a comprehensive package of highly specialized fund services. It is the designated administrative manager of the Bellevue Funds (Lux) SICAV.
Mirabella Financial Services LLP acts as AIFM for the investment company BB Healthcare Trust plc. The company is domiciled in London and provides services in the area of legal and compliance, software solutions, accounting, and tax advice for the asset management and insurance sectors.
Peel Hunt is the sponsor, placing agent and intermediaries offer adviser of the investment company BB Healthcare Trust plc, which is listed on the London Stock Exchange. Its responsibilities include the share issue programme. The company’s activities range from corporate finance services to research services, and from trading to market making. Peel Hunt was founded in 1989 and is based in London, UK.
PMG is an independent Swiss fund management company based in Zurich that structures, manages and administers fund solutions in Switzerland tailored to specific needs, one of which is the BB Entrepreneur Switzerland Fund.
PraxisIFM Fund Services acts as an administrator and company secretary on behalf of the investment company BB Healthcare Trust plc. Its responsibilities include NAV calculation, accounting & invoicing, and all stock exchange reporting obligations.
RBC Investor Services is the custodian, transfer agent and fund administrator for Bellevue's Luxembourg funds. It is one of the world’s 10 largest global custodians.
Over the past 25 years, Sustainalytics has grown to become a global leader for ESG research and ratings. Its ESG research capability and ratings cover more than 11 000 stock and bond issuers worldwide from 42 industries. In the healthcare sector, 6 analysts are engaged in identifying ESG-relevant investment opportunities and risks among some 850 firms which cannot be analyzed in equal granularity during the course of a conventional investment process. Currently Sustainalytics assists more than 450 financial services providers and institutional investors in implementing sustainable investment strategies for their asset management operations.
Swisscanto Fondsleitung AG is a wholly owned subsidiary of Swisscanto Holding AG and belongs to the Zürcher Kantonalbank. It provides administrative services for the entire range of Zürcher Kantonalbank investment funds as well as for various private label funds, including the BB Adamant funds subject to Swiss law.
Bellevue maintains a collaborative research program with the Center of Family Business headed by Professor Thomas Zellweger that studies empirical data on the factors behind the success of family businesses.
Vontobel Investment Banking
For the Vontobel Gene Therapy Performance Index, Bellevue Asset Management developed the strategy (index sponsor) and provides the research.