Today’s markets are complex and the choice of products is becoming increasingly diverse. It is therefore more important than ever to be able to count on the expertise of an unbiased partner who understands your investment needs and is competent to help you define the appropriate strategy.
As a wealth manageer with a longstanding successful track record, we take a straightforward approach to investment, aiming for sustainable performance. We define long-term goals and create an investment strategy tailored to your personal circumstances, risk propensity and objectives. In implementing your strategy, we pick direct investments and provide access to global investment funds managed by carefully selected fund managers.
We take a performance-based and not a transaction-based approach. Consequently, our management fees are transparent and based on the average value of your portfolio.
We structure your portfolio along your individual needs, with a focus on long-term preservation and positive performance of your assets. Rather than pursuing aggressive short-term strategies, we use highly specialised products and alternative investments to keep the volatility in your portfolio as low as possible.
In addition, we offer a range of proprietary absolute return funds with a longstanding successful track record. On request, we are able to provide instantly and at any time a comprehensive and transparant valuation of your portfolio, including consolidation across multiple custodian banks.
Your experts for asset management and portfolio management for private individuals, families and institutional clients.
Let’s talk about how we can successfully implement your needs in a customized investment strategy.
GLARUS
Hauptstrasse 45
CH-8750 Glarus
ZURICH
Freigutstrasse 16
CH-8002 Zurich
Belvédère Asset Management AG is one of Switzerland’s largest independent providers of asset management and family office services.
