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Excellence in Specialty Investments

At a glance 

  • Bellevue is a specialized asset manager with a sharp focus on healthcare investments, small and mid-cap companies, and other growth strategies where an active management style is particularly rewarding.
  • What makes us unique is our expertise and innovation and our passion for the investment strategies we offer.
  • We are one of the largest healthcare investor in Europe with more than 20 specialists and 30 years of experience.
  • Achieving excellence is our primary goal. All our activities to this end are always centered on the client.
  • Responsible engagement with employees and business partners and environmental stewardship are imperatives for us.

 

  • CHF 4.8 bn

    Assets under Management 
    (as at 30.06.2025)

  • 90

    Employees in Switzerland, Germany, 
    UK and USA

  • >30

    investment specialists,  including more than 20 in the healthcare sector

Our core competencies 

Bellevue Group, an independent company established in 1993 that now employs approximately 90 professionals worldwide, offers investors access to attractive and fast-growing segments of the equity market where an active management style is particularly promising for generating lasting value.

 

Our proven expertise enables us to generate value for investors in markets that are highly complex or less efficient.

 

We offer a distinctive and diversified range of investment solutions with a high active share managed by highly qualified and experienced investment specialists. Our three areas of competence are:

 

Our high levels of expertise in these three areas enable us to identify new investment opportunities early on and to present them to investors. All of our investment portfolios are geared toward stable, long-term returns and capital appreciation. High innovation characterizes our entire product range. Strict risk management policies form an integral part of our investment process and ensure that our high standards of quality are always met. Our teams practice and cultivate an entrepreneurial mindset underpinned by mutual trust, creative freedom and personal ownership in Bellevue investment products.

Expertise, innovation and entrepreneurship. The key pillars of the value creation process at Bellevue.