Personalised Services, transparency and autonomy

These attributes have characterized our support philosophy and our services for over 20 years. Thanks to sound training, the right empathy and many years of experience, we offer you the certainty that your assets will be optimally looked after by us in every situation and with confidential discretion.

Personalised Services

Your individual life situation, your needs and your values and goals should also be reflected in your personal support. That’s why we take our time, listen to you and work with you to develop a customized solution for your financial concerns. This relationship of trust, based on transparency and discretion, gives you the security of knowing that your assets will be comprehensively considered and managed according to your wishes.

Transparency

Open and honest communication is invaluable in the financial sector. It promotes trust by making transactions and decisions comprehensible. It enables precise monitoring and analysis of assets, which minimizes risks. And it guarantees integrity and security, as it ensures compliance with regulations and ethical standards.

Autonomy

As a client of an independent asset manager, you have significant advantages: you enjoy support without conflicts of interest, benefit from access to the broadest possible investment universe and receive objective recommendations regarding your investment decisions or wealth planning. This ensures that your interests are fully in the foreground.

Fascinated by people -
enthusiasm for the markets.

Belvédère Asset Management AG is one of Switzerland’s largest independent providers of asset management and family office services.

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Sustainability (ESG)

As a prudent and responsible asset manager, we are committed to identifying and classifying opportunities and risks for our clients with foresight and adjusting our positioning accordingly. We also pay particular attention to compliance with environmental, social and corporate governance principles.


Consequently, we also integrate ESG values in our own company. By joining the international UN Global Compact network, we are underlining our commitment. We are committed to the ten principles in the areas of human rights, labor standards, environmental protection and anti-corruption. We also establish a sustainable corporate culture of integrity and incorporate the above principles into our business activities in a responsible manner.

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