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Belvoir Capital AG

Family office

Zurich · 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.

Source: firm website, verified Sep 27, 2026.

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

Team · 29 people

from the firm's website
Alessandro Trabaldo Togna· Managing Partner, CFOin

Managing Partner and CFO with over 15 years in M&A and wealth management; board member at Alasia SA and Belvoir Capital, and formerly at Credit Suisse and Barclays Capital.

Alexandre Weintraub· Board Member, Managing Partner, COOin

Founder of Onyx Asset Management (later IFP AG) and, since 2014, Chairman of the Board and CFO of Belvoir Capital; over 40 years in financial services including a role in executive management at Sal. Oppenheim.

René Stoll· Senior Client Advisor

Co-founder of BSZ AG and former CRO/COO of Belvoir Capital (2014-2020), with over 40 years in corporate finance and private banking, previously at UBS.

Steffen Bauke· Managing Partner, CEOin

Co-founder of BSZ AG and CEO of Belvoir Capital since 2014, with over 20 years in portfolio management, private banking and corporate finance, previously at UBS.

Umberto Trabaldo Togna· Chairman of the Board

Chairman of the Board with nearly 40 years in financial services focused on private banking and executive leadership; Chairman of the Board of PKB Private Bank and former Group CEO there.

Luca Venturini· Board Member

Board member with over 25 years in private banking and wealth management; Group CEO and Chairman of the Executive Board of PKB Private Bank, and formerly held senior roles at Julius Bär and Edmond de Rothschild.

Stefano Veri· Board Member

Board member with over 40 years in wealth management and international capital markets; former Group Managing Director at UBS and independent director on various financial-sector boards.

Alex Berner· Senior Client Advisorin

Senior client advisor with over 30 years in financial and corporate services and wealth management, previously at Citibank, Credit Suisse and Morgan Stanley; president of Cogesp SA before its merger with Alasia SA.

Carlomaria Magoni· Senior Client Advisor

Senior client advisor with 18 years in the financial sector as a relationship manager at BPS Suisse, Edmond de Rothschild and Vontobel.

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 over 15 years in wealth advisory and reporting, previously at ZT Zurich Trust and Family Office Services SwissTrust.

Claudia Selim· Head of Relationship Managementin

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

Felicitas Weilenmann· Operations

Operations team member with over 30 years in financial services spanning 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, previously at PKB Private Bank and Alasia SA.

Luca Bravin· Senior Client Advisor

Senior client advisor with 33 years in financial analysis, private banking and wealth advisory, previously director of private banking at PKB Privat Bank Lugano.

Manuel Janson· Advisor

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

Margherita Adelidia· Operations

Operations team member with over 30 years in the credit area of financial services, previously at Banca del Gottardo, BSI and EFG Bank.

Maritza Park· Advisor
Marlene Schmid· Investment Manager

Investment manager with over 8 years across 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 private banking, portfolio management and financial analysis at firms including Schroder & Co, Vontobel and Credit Suisse.

Massimo Vasconi· Head of Lugano Branch, Senior Client Advisorin

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

Matthias Studhalter· Senior Client Advisorin

Senior client advisor with over 30 years in private banking, institutional asset management and securities processing, previously at UBS, Zürcher Kantonalbank and ABN AMRO.

Mauro Tempini· Senior Client Advisorin

Senior client advisor with over 30 years in portfolio management; a partner in IFP AG (now Belvoir Capital) since 2000 and formerly at UBS.

Noemi Ciceri· Client & Administrative Support

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

Patrick Ballabio· Client & Business Support

Client and business support staff with 12 years in banking as an IT professional and execution trader, and over a decade of experience as a wine producer.

Sabrina Petter· Head of Risk & Compliance

Head of Risk & Compliance with over 20 years in compliance and risk management, previously at Alasia Investments SA and PKB Private Bank.

Sebastian Scherrer· Head of Operations & ITin

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

Stephan Kiefer· Head of Asset Managementin

Head of Asset Management with over 33 years across asset management, private banking, hedge funds and family office structures; previously at Copernicus Wealth Management, Rothschild & Co and Merrill Lynch.

Vitor Marques· Head of Lausanne Branch, Senior Client Advisor

Head of the Lausanne branch and senior client advisor who began his career in 1989 at Banque Cantonale Vaudoise and has worked with 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 Zurich, CH.

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