Wealth Management

Your individual needs Our expertise

Strategic discussion of financial and non-financial topics

Creating a personal investment strategy

Identification of promising investments

Raising capital and optimizing returns

Comprehensive overview of assets, reporting and controlling

Asset-related administrative support

Our roots

Bellevue Group was established in 1993 by entrepreneurs committed to finding and presenting innovative investment ideas to the benefit of their institutional clients. A strong innovative drive has distinguished the company from the very beginning, and the firm's credo has always been to seek the maximum possible alignment between the interests of its clients and its own interests.

Our Vision

In 2016 Bellevue Group decided to add a new dimension to its durable and dependable corporate “DNA” by starting to offer its services to private clients, in addition to its established base of institutional investors. Our vision is to become the partner of choice for entrepreneurial wealth, protecting and preserving that wealth while also growing it through smart investments.

Our guiding principles

The following guiding principles help to ensure our clients are at the center of everything we do:

  • We are committed to serving you as an independent partner in making smart and correct decisions.
  • Your interests are front and center. Any conflicts of interest will be openly communicated.
  • We always maintain our intellectual independence in our quest for attractive investment ideas that serve and advance your interests.
  • We are a dedicated team of entrepreneurial thinkers with a strong passion for wealth management and capital markets.