Belvoir Wealth Management AG
(Previously Sloan Asset Management)
Beethovenstrasse 9, 8002 Zurich, Switzerland
T: +41 43 244 75 50 F: +41 43 244 75 51
Minimum amount of investment: USD 1,000,000
Belvoir Wealth Management AG was founded to serve the needs of our international and American clients, providing a clear, added-value to their asset management. Since 2004, we are an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich. The partnership with our clients is based on long-standing personal relationships, our competence and a mutual trust.
In addition to traditional wealth management, we provide ESG/Sustainable/Impact investment strategies to our clients.
Belvoir Wealth Management is fully-owned by Belvoir Capital AG, an independent, FINMA regulated, multi-family office based in Zurich and an active member of the Swiss Association of Asset Managers (SAAM).
Nigel Upton - Managing Director, CCO
With a National Diploma from Norwich City in Accountancy, Management and Economics, I have over 30 years of experience in the financial services sector:
- 1991 Head of Credit Risk department for “Die Erste Bank” London
- From 1994 worked in various roles within the Credit Suisse group in Zurich, in 1999 founded the first Investment Consulting team in Credit Suisse ultimately managing over CHF 6 bn in UHNW client assets.
- 2012 co-founder of a US SEC-registered asset management company, which grew to manage approx. CHF 400 mn of US client assets a few years.
- Since 2019, Managing Director and Chief Compliance Officer of Belvoir Wealth Management AG
I speak English, Dutch and German.