The Zurich-based asset manager Bellecapital has celebrated its 15th anniversary, reflecting on a phase of growth and personnel expansion. In the coming years, it aims to double its assets under management (AuM).
Founded in 2009 by Beat Bass, Werner Diehl, and Mark Eberle, Bellecapital has established itself in international wealth management.
Today, it manages 5 billion francs with a team of around 60 employees and operates in Zurich, London, the Cayman Islands, and Lausanne.
Registered with the SEC
In recent years, Bellecapital has expanded its geographical presence and diversified its service offerings.
The subsidiary Bellecapital International, which has been registered with the US Securities and Exchange Commission (SEC) for over a decade, allows the asset manager to serve US clients from Switzerland.
Generational Change
This year, a generational change took place at the leadership level: Curtis Childs handed over the reins of Bellecapital International to Tobias Faes, who continues to lead the team for US clients.
With its London office, Bellecapital has strengthened its position in the European market. Recently, the relationship management team was expanded with the addition of Waleed Shah, who previously worked for Habib Bank.
New Relationship Managers
The company has also recently added new relationship managers to its Swiss market team. In the summer, Martin Spiller and Jan Ruzicka, both formerly Executive Directors in the Global UHNW Central Europe Team at UBS, joined Bellecapital.
Earlier, in autumn 2023, a larger team including Karin Brogle, Roman Wyss, Christophe Federli, and Cornelia Blank, all covering the Swiss market, moved to Bellecapital from Lombard Odier.
Core Competency: European Small & Mid Caps
With the acquisition of GL Funds in 2016 (finews.com reported), and partnerships such as the collaboration with fintech CAPinside (finews.com reported, article in German), Bellecapital has explored thematic investment strategies, including biotechnology and growth markets.
An important part of the asset manager’s offering is the small and mid-cap investment strategy led by Ben Eichenberger, recently featured by finews.com. In addition to its wealth management clients, this strategy is also accessible to external investors through the so-called Eiger Fund.
Bellecapital sees itself well-positioned for the future and plans to further expand its client base. «We aim to double our assets under management in the coming years,» says Tobias Faes of Bellecapital International in response to a query from finews.com.
