Belvoir Wealth Management AG

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Zürich, Switzerland

belvoirwealth.com
Financial consultant· Investment Management· Investment service

Belvoir Wealth Management AG Reviews | Rating 5 out of 5 stars (5 reviews)

Belvoir Wealth Management AG is located in Zürich, Switzerland on Beethovenstrasse 9. Belvoir Wealth Management AG is rated 5 out of 5 in the category financial consultant in Switzerland. belvoirwealth.com | Increasingly, wealthy Americans are enhancing their often home-biased investment portfolios by holding some of their assets abroad for global and jurisdictional investment diversification. When going offshore, Switzerland is the global leader for cross border private wealth management. The company was founded in 2004 to serve the needs of our international and American clients providing a clear, added-value to their asset management. Belvoir Wealth Management is 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). Contact: Nigel Upton, Managing Director, CCO Belvoir Asset Management AG Beethovenstrasse 9 8002 Zurich Switzerland +41 43 244 75 55 From the US 001141 43 244 75 55 Skype: Belvoir Wealth Management Nigel Upton [email protected] Neither I nor Belvoir Wealth Management are responsible for and do not encourage third parties to post anything on our behalf. Personal and company endorsements/testimonials by third parties are not accepted or encouraged. All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in post and publications reflect our current views as of the date of the publication and may be liable to change without notice.

Address

Beethovenstrasse 9

Phone

+41 432447550

Company size

1-10 employees

Headquarters

Zürich, Zürich

Founded

2004

Service options

Online appointmentsOn-site services

Open hours

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