An optimal investment strategy, the clear consolidation of all assets and sensitive succession planning – thanks to our comprehensive 360° partnership, we work together to solve numerous issues relating to your finances.
Our fascination for people coupled with our enthusiasm for the markets offers you first-class services and customised solutions – for all topics.
With professional asset management, you reduce risks and benefit from expert knowledge built on many years of experience.
The portfolio management team ensures that your mandates are viewed on a consolidated basis, continuously monitored and regularly aligned with your strategic guidelines. This allows you to be confident that your assets are always optimally invested.
With professional asset management, you reduce risks and benefit from expert knowledge built on many years of experience.
The portfolio management team ensures that your mandates are viewed on a consolidated basis, continuously monitored and regularly aligned with your strategic guidelines. This allows you to be confident that your assets are always optimally invested.
Art objects are not only of emotional and cultural value; in modern wealth management, they are also considered as part of the overall portfolio – a unique asset class.
You gain access to the professional expertise of an art historian who, in coordination with your relationship manager, develops a diversified strategy and actively supports you in building, managing or further developing an art collection.
Succession planning is not just about distributing wealth – it is your roadmap for the future. In the careful management of family wealth, it is important to us to develop a tailored charter with you that structures your values, vision and guiding principles for both you and future generations.
Our experience shows that moderation throughout the entire creation process promotes cohesion and clarity within the family.
Take advantage of comprehensive wealth and pension planning across all stages of life. This allows you to pursue your next goals with confidence, knowing that your financial situation is optimally aligned with both current and future needs.
We are pleased to explore growth opportunities or wealth preservation strategies with you – whether in traditional investments, pension planning (2nd and 3rd pillar), or entrepreneurial solutions such as 1e plans.
You also gain access to an extensive network of specialists – we support, implement and monitor on your behalf.
Take advantage of comprehensive wealth and pension planning across all stages of life. This allows you to pursue your next goals with confidence, knowing that your financial situation is optimally aligned with both current and future needs.
We are pleased to explore growth opportunities or wealth preservation strategies with you – whether in traditional investments, pension planning (2nd and 3rd pillar), or entrepreneurial solutions such as 1e plans.
You also gain access to an extensive network of specialists – we support, implement and monitor on your behalf.
Real estate financing is often associated with entering a new phase of life. For such an important decision, rely on a partner who supports you holistically and independently of banks – without any conflicts of interest.
Thanks to our extensive network, you benefit from high-quality financing solutions with optimal terms. We also assist you with sales and acquisition processes, as well as the management of a real estate portfolio. Trust our expertise in finding the right financing solution. Experience shows that we consistently succeed in identifying attractive opportunities in the market.
In addition to our in-house expertise, you will gain access to specialist knowledge from experts in our broad network. In the areas of tax, law and insurance, we work with you to develop strategies for complying with regulatory requirements. In collaboration with local and international experts, we analyze your needs and structure the best possible solutions for you and your family.
Thanks to many years of experience in advising successful entrepreneurs and supporting complex transactions, you benefit from advisory services that go far beyond traditional investment business.
These include strategic advice for sustainable business success, advisory and coordination of boards of directors, support in establishing foundations and serving on foundation boards, assistance with mergers and acquisitions, and succession planning.
Thanks to many years of experience in advising successful entrepreneurs and supporting complex transactions, you benefit from advisory services that go far beyond traditional investment business.
These include strategic advice for sustainable business success, advisory and coordination of boards of directors, support in establishing foundations and serving on foundation boards, assistance with mergers and acquisitions, and succession planning.
For risk reasons, assets are diversified, which can make it difficult to maintain an overall view – particularly when assets are spread across multiple financial institutions or include alternative asset classes.
One of the key advantages of the Belvédère 360° partnership is therefore the periodic preparation of consolidated reporting. This serves not only as a control mechanism for accurate risk assessment but also provides a clear basis for strategic asset allocation decisions. This enables you to make optimal use of return opportunities.
With a 360° partnership, you can focus on what matters most in life – we take care of the rest. This includes comprehensive concierge services, which are an important part of our holistic client support.
Do not hesitate to contact us when it comes to event tickets, memberships, special requirements for private properties or digital support for important documents. Thanks to our extensive network, we will find a solution.
We would like to learn more about your needs. Please contact us so that we can arrange a personal meeting. We are looking forward to talking to you.
