Wealth Management for U.S. Clients
Belvoir Wealth Management AG
an SEC-registered investment adviser and a FINMA authorized asset manager pursuant to Art. 17 para.1 FinIA
About us
Welcome to Belvoir Wealth Management AG
Belvoir Wealth Management AG was incorporated in Zurich, Switzerland, at the end of 2003. It received its authorization from the Swiss authorities in February 2004 and opened for business on the 1st of March 2004. In 2017 the company was acquired by Belvoir Capital AG, a Zurich based FINMA regulated independent asset manager.
Today, Belvoir Wealth Management AG is a minority and woman owned company.
Belvoir Wealth Management AG provides investment services to individuals, trusts, estates, charitable organizations and other entities that are “U.S. persons,” as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. citizens and permanent U.S. residents.
We offer both discretionary and advisory global investment solutions.
Our Team
Who we are
Belvoir Wealth Management AG is a registered independent investment advisor with the U.S. Securities and Exchange Commission (SEC). Our core competency lies in delivering tailored investment solutions exclusively designed for high net worth clients in the United States.
Deepak & Sabina have been working together since 2010 to service U.S. wealth management clients. In 2021, they became Managing Partners of Belvoir Wealth Management AG.
The strength of our organization extends beyond our leadership duo. Our cohesive team has cultivated a working relationship spanning over a decade. Susanna, Katharina, and Steven bring a wealth of experience to the table, specializing in client service and portfolio management.
Understanding the significance of international diversification for individuals and families, our team is well-versed in addressing these needs. At Belvoir Wealth Management, we are committed to delivering comprehensive solutions that align with our clients’ unique financial objectives.
Deepak Soni
CEO, Managing Partner & Board Member
Sabina Weber Sauser
CIO, Managing Partner & Board Member
Katharina Stumm, CFA
Chief Compliance Officer
Susanna Giase
Senior Client Advisor
Steven Lupsiewicz
Executive Assistant & Business Manager
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Our Services
What we do
Investment Solutions
Discretionary investment solutions empower our dedicated Portfolio Managers to take the lead in managing and making decisions on your behalf. This approach is anchored in a thorough understanding of your unique investment strategy, aligning closely with your risk tolerance and financial objectives.
Advisory investment solutions provides you with the opportunity to actively contribute investment ideas. Your suggestions become integral to our process as our experienced team thoroughly researches and guides you through the final investment decision. This interactive approach ensures that your input is valued, and together, we work towards realizing your investment goals with a customized strategy.
Swiss & Euro Centric Investment Solution
The Swiss Centric Portfolio is diversified across industries and business models and generally has a focus on mid-cap companies. By honing in on mid-cap enterprises, we aim to leverage their growth potential and contribute to a well-rounded investment portfolio.
The Euro Centric Portfolio is crafted to capitalize on the stability and growth potential of leading corporations within the Eurozone. This approach offers a strategic allocation targeting large-cap companies to optimize returns and manage risk effectively.
Global Multi Asset Class Investment Strategies
Growth Strategy extends beyond traditional investments, including equities and debt securities, to encompass funds and ETFs investing in equities, bonds, or commodities. The aim is to provide a growth-oriented solution that maximizes opportunities across various global markets.
Balanced Strategy offers a comprehensive and well-balanced approach. Inclusive of equities, debt securities, funds, and ETFs investing in equities, bonds, or commodities, this strategy is designed to achieve a harmonious blend of risk and return.
"Only those who feel valued and understood in their environment, who can make a contribution and develop further, can develop their full potential. We firmly believe that employees are the real capital of any company; it is through them that we achieve our uniqueness. Our proactive and quality-conscious way of working, which requires flexible and individual customer care, forms the foundation of our values. We are proud of our long-standing customer relationships, which are always based on trust, clarity and transparency."
Deepak Soni
CEO and Managing Partner
Disclosure Documentation
As a client focused investment advisor, customer satisfaction is our ultimate goal. If at any point we do not meet your expectations, please let us know immediately by contacting your Relationship Manager. Together we endeavor to find a way to resolve the issue.
However, if you are not able to reach an amicable solution with Belvoir Wealth Management AG through this process, you can contact the OFS Ombud Finance Switzerland. This is the ombudsman service responsible for complaints against Belvoir Wealth Management AG in Switzerland, and it is a neutral mediation and information agency.
OFS Ombud Finance Switzerland
Rue du Conseil Général 10
1205 Geneva
Tel.: +41 22 808 04 51
Further information on the ombudman’s office and its mediation process can be found on the OFS Ombud Finance Switzerland website https://ombudfinance.ch
Form ADV Part 2
Link to download document
Form CRS
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Privacy Notice & Legal Notice / Terms & Conditions of Use
Link to download document
Swiss Banking Association Brochure on Risks in trading financial instruments
Link to download document
Belvoir Wealth Management AG Ombudsman
Link to the Ombudsman website
Ombudfinance Switzerland – Home
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Get in touch
Reach out today and let's start discussing how we can help you achieve your investment goals.
Phone
+41 43 244 75 50
info@belvoirwealth.com
Address
Tödistrasse 16 8002 Zürich Switzerland
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