SWISS SEC-REGISTERED INVESTMENT ADVISOR
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 - Director, Senior Client Advisor, CFP
Certified Financial Planner
Languages: German, English, French, Italian
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)