Belvoir Wealth Management AG
Investment Management - Zürich, Zurich, Switzerland
Belvoir Wealth Management AG Employees
Belvoir Wealth Management AG Senior Management
Belvoir Wealth Management AG Details
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:Deepak Soni, CEO and Managing PartnerBelvoir Wealth Management AGBeethovenstrasse 98002 ZurichSwitzerland+41 43 244 75 58 From the US 001141 43 244 75 58deepak.soni@belvoirwealth.com 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.
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