Fundraising Fox

Belvoir Capital AG

Family office

Zürich · 29 people tracked

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Investment thesis

Belvoir Capital AG operates as a multi-family office and asset manager serving private, ultra-high-net-worth, and institutional clients. Its stated vision is to become one of the best and most modern multi-family offices globally, combining tradition with openness to new approaches in both investment policy and technology. The firm emphasizes tailor-made, client- and solution-oriented service, investing in both people and state-of-the-art technology to set service standards. It manages discretionary mandates and offers wealth management through offices in Zurich, Lugano, and Lausanne, plus an online platform called Belvoir Direct.

Invests inCrypto & Web3Sector AgnosticEuropeLatin AmericaSwitzerlandZurich

Source: firm website, verified Aug 2, 2026.

HQ
Zürich, CH
Instruments
Equity
Founded
2014
AUM
$660M

Team · 29 people

from the firm's website
Alexandre Weintraub· Board Member, Managing Partner, COO

Founding partner with over 40 years in financial services. Established Onyx Asset Management (later IFP AG) in 1996, which became Belvoir Capital AG in 2014, where he serves as Chairman of the Board and CFO.

René Stoll· Senior Client Advisor

Co-founder of BSZ AG (2004) with over 40 years in corporate clients, corporate finance, and private banking. Served as CRO and COO of Belvoir Capital AG from 2014 to 2020.

Steffen Bauke· Managing Partner, CEO

CEO and founding partner who studied business administration at LMU Munich, with over 20 years in portfolio management, private banking, and corporate finance. Established BSZ AG in 2004, which became Belvoir Capital AG in 2014.

Umberto Trabaldo Togna· Chairman of the Board

Chairman of the Board with a degree in Economics and Business from the University of Geneva and nearly 40 years in finance, focused on private banking and executive leadership. Formerly Group CEO and Chairman of the Executive Board at PKB Private Bank.

Alessandro Trabaldo Togna· Managing Partner, CFO

Managing Partner and CFO with a degree from the University of St. Andrews and an MBA from INSEAD, and over 15 years in M&A and wealth management. Previously at Credit Suisse and Barclays Capital.

Alex Berner· Senior Client Advisor

Senior Client Advisor with over 30 years in financial and corporate services, primarily wealth management, including roles at Citibank, Credit Suisse, and Morgan Stanley.

Carlomaria Magoni· Senior Client Advisor

Senior Client Advisor with 18 years in the financial sector, previously a financial relationship manager at BPS Suisse, Edmond de Rothschild, and Vontobel AG.

Chiara Falsetta Spina· Client & Administrative Support

Client and administrative support staff with over 20 years in wealth management.

Chris Waser· Portfolio Manager

Portfolio Manager with a business administration background.

Claudia Selim· Head of Relationship Management

Head of Relationship Management with over 30 years in private banking, capital markets, and corporate finance, including roles at Bank Julius Bär and Citibank Switzerland.

Felicitas Weilenmann· Operations

Operations team member with over 30 years in financial services across asset management, private equity and investment banking.

Lorenzo Vergeat· Alternative Investments Specialist

Alternative Investments Specialist with over 20 years as a financial analyst, fund analyst, and portfolio manager, including roles at PKB Private Bank and Alasia SA.

Luca Bravin· Senior Client Advisor

Senior Wealth & Corporate Advisor with 33 years in financial analysis, private banking, and portfolio management. Formerly Director of Private Banking at PKB Private Bank Lugano.

Luca Venturini· Board Member

Board member and qualified lawyer with over 25 years in private banking and wealth management. Former Head of Private Banking Italy at Julius Bär and CEO of Edmond de Rothschild (Lugano) SA.

Manuel Janson· Advisor

Advisor and member of the Council of Belvoir Capital AG since 2017, with prior roles at Baring Asset Management, LGT Asset Management, and Merrill Lynch.

Margherita Adelidia· Operations

Operations staff with a commercial banking apprenticeship in Zurich and prior credit administration roles at BSI AG and EFG Bank AG.

Maritza Park· Advisor
Marlene Schmid· Investment Manager

Investment Manager with over 8 years spanning wealth management and corporate finance, including investment strategy and sustainable investing at Copernicus Wealth Management.

Martina Sundell· Senior Client Advisor

Senior Client Advisor with over 40 years in financial services specializing in private banking, portfolio management, and financial analysis. Previously at Bank Vontobel and Credit Suisse.

Massimo Vasconi· Head of Lugano Branch, Senior Client Advisor

Head of the Lugano branch with 26 years in private banking, capital markets, and wealth advisory. Previously a director at Alasia SA and deputy director of BSI SA Bank.

Matthias Studhalter· Senior Client Advisor

Senior Client Advisor with over 30 years across private banking, institutional asset management, and securities processing. Previously at UBS, Zürcher Kantonalbank, and ABN AMRO.

Mauro Tempini· Senior Client Advisor

Senior Client Advisor with over 30 years in portfolio management, previously at UBS and Salmann Investment Management. Joined IFP AG in 2000, which became Belvoir Capital AG in 2014.

Noemi Ciceri· Client & Administrative Support

Client and administrative support staff with over 20 years in wealth management, previously at Banca Gesfid, PKB Private Bank, and Alasia SA.

Patrick Ballabio· Client & Business Support

Client and business support staff with 12 years in the banking industry as an IT professional and execution trader, plus experience as a wine producer.

Sabrina Petter· Head of Risk & Compliance

Head of Risk & Compliance with a law degree from Lausanne University and over 20 years in compliance and risk management, including roles at Alasia and PKB Private Bank.

Sebastian Scherrer· Head of Operations & IT

Head of Operations & IT with over 10 years in process automation, previously head of business development at Swiss fintech/wealthtech firms. Co-founder of Autoplush.

Stefano Veri· Board Member

Board member with over 40 years in wealth management and international capital markets, including a long tenure at UBS where he was Group Managing Director.

Stephan Kiefer· Head of Asset Management

Head of Asset Management with over 33 years in financial services across asset management, private banking, and family office structures. Previously at Rothschild & Co Bank, Merrill Lynch, and Credit Suisse First Boston.

Vitor Marques· Head of Lausanne Branch, Senior Client Advisor

Head of the Lausanne branch who began his career in 1989 at Banque Cantonale Vaudoise, later working as a trader and at Alasia SA since 1992.

Frequently asked questions

What sectors does Belvoir Capital AG focus on?
Belvoir Capital AG focuses on Crypto & Web3, Sector Agnostic.
Where is Belvoir Capital AG located?
Belvoir Capital AG is headquartered in Zürich, CH.

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