20 YEARS BELVÉDÈRE
ASSET MANAGEMENT AG
Join us on a short journey through time and discover the milestones of our 20-year existence.
On 29 June, Belvédère Asset Management AG is founded in Zurich by Mrs Thérèse Lucienne Meier as a family office. The name Belvédère is chosen because in its original meaning it denotes a vantage point with a pleasant outlook.
20
01
2002
Just one year after its foundation, the company has more than one billion Swiss Francs under management. It also offers art collection services to its clients. In September, the in-house “Belvédère Absolute Return” investment funds are launched.
2005
In order to plan for the future, a third of the company’s shares are sold to the Marxer family in Vaduz.
Despite the financial crisis, Belvédère Asset Management AG performs well for its clients.
2008
The Marxer family acquires all the shares of Belvédère Asset Management AG. However, the company continues to be operated as an independent multi-family office and Thérèse Meier remains in charge as executive manager.
2010
From the end of May onwards, Belvédère Asset Management AG is being supervised by FINMA and is now subject to the Collective Investment Schemes Act (CISA). The 15th anniversary of Belvédère Asset Management AG is celebrated and Giorgio Saraco is appointed as the new CEO. The course for the future is set.
20
16
2017
Belvédère Asset Management AG and Interesta AG combine their core competencies and merge. This creates one of the largest bank-independent providers of asset management and family office services in Switzerland.
Looking to the future, Belvédère Asset Management AG continues to adhere to its values and further develops its strategy. The company welcomes its customers at three locations: Glarus, Zurich and Pfäffikon SZ.
2018
Belvédère Asset Management AG celebrates its 20th anniversary.