SWISS SEC-REGISTERED INVESTMENT ADVISOR

Belvoir Wealth Management

Belvoir Wealth Management AG

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).

Susanna Giase
LinkedIn - Susanna Giase
Susanna Giase - Director, Senior Client Advisor, CFP

Education

Certified Financial Planner

Languages: German, English, French, Italian

Career

Over 20 years of experience in Private Banking, Wealth Management and Family Office with emphasis on special solutions as well as capital preservation

· Investment Funds Operations at Credit Suisse AG

· Client Advisory at Credit Suisse AG

· Senior Client Advisory at Maerki Baumann & Co AG

· Senior Client Advisor at Valartis Bank Zurich (new Banque Cramer)

· Senior Client Advisor at BFI Infinity, Zurich (formerly Swiss Infinity Zürich)

susanna.giase@belvoirwealth.com   

+41 43 244 75 56

➨ Get in touch with Susanna Giase for further information and an initial conversation

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