Reliable

Our clients place their trust in us; we respond by acting reliably and systematically in their interests.

Our priority is the satisfaction of our clients. We concentrate on delivering measurable benefits for you.

We are dedicated to advancing your interests. That means operating independently of the influence of outside shareholders and banks, and making sure our dealings with providers and custodian banks are geared uncompromisingly to the needs of our clients. We evaluate investments in your best interests.

The owners of Belvalor are proud of their independence and the fact they look after their clients personally. Our partnership is designed to ensure stability, continuity, integrity, and transparency.

Responsible

Managing your wealth is a great responsibility; Belvalor’s owners have the knowledge and experience to embrace this responsibility with confidence.

Taking responsibility requires the necessary expertise. Expertise in wealth management is a synergy of knowledge and experience: the decades of experience of all our owners, and the knowledge of our network, create a unique synthesis for the benefit of our clients.

Belvalor’s partners are your guarantee of a responsible, long-term philosophy and approach. As a client you can rely on comprehensive, individual wealth management guidance and support from your own personal contact.

Relevant

You expect your wealth to grow; our unique asset management approach focuses on the truly relevant factors to deliver above-average returns in the long term.

Investing is our passion and our core competence.

We focus on the factors relevant to your success, crafting your investment strategy on the basis of what you need, what returns you expect, and what level of risk you are able and willing to accept. We have a comprehensive asset management approach and the flexibility to adapt it to each individual client. We also take account of the costs incurred for investments from specific providers, and the practicalities of implementing and monitoring investments and the actual risks they entail.

Our distinctive investment style is geared to the truly relevant factors: a combination of quality, value, and market momentum. We focus on transparent, cost-efficient, liquid investments in equities and bonds. We have the flexibility to come up with immediate and unconventional responses when market opportunities arise.

We tailor our rigorous investment process dynamically to your portfolio. Our investment strategies, tactical moves, and individual stock picks are decided and backed by all partners. You also benefit from the fact that we can select attractive stocks that large market participants aren’t able to invest in.

Grafik-en

About us

Belvalor was established in 2010. The company is owned by its partners. Our team has rich experience in banking and asset management. Independent wealth management is the only business we are involved in.

Thanks to the trust of our private clients and the success of our wealth management services, we have advanced to become one of the leading independent asset managers in Switzerland.

Our services span managing your assets and monitoring and controlling your finances, to providing support and guidance in all matters related to your wealth.

Organization

Board of Directors

George Schlagmüller, Founding Member and Chairman
Thomas von Rohr, Founding Member and Vice-Chairman
Peter Bänziger, Member
Kurt Kohler, Independent Member

Clients

Focusing on private clients in Switzerland, Continental Europe, and the UK

Number of employees

9

Established

2010

Custodian banks

Framework agreements with various custodian banks

Regulator

Swiss Association of Asset Managers (SAAM)

Team

George Schlagmüller

George Schlagmüller

Partner

George Schlagmüller co-manages Belvalor AG with Thomas von Rohr and co-founded the firm in 2010. George Schlagmüller is an international financial advisor with more than 25 years of experience in capital markets and in the management of assets.

Education and Qualifications

  • Since 2012 in education for Certified Swiss Tax Expert
  • Executive MBA, International Wealth Management, Carnegie Mellon University in Pittsburgh USA, 2008
  • MBA at the University of Geneva, 2004
  • Certified International Wealth Manager/CIWM, 1999
  • Certified International Investment Analyst/CIIA, 1995


Professional

Since 2010
Belvalor/Highmount (Suisse) AG

2000 – 2010
Team Head and Relationship Manager at a renowned Swiss Private Bank in Zurich

1996 – 1999
Portfolio Manager and Investment Advisor at UBS Zurich with management function

1993 – 1996
Sales-Trader at Goldman Sachs in Zurich, with management functions, assignments in London and New York

1990 – 1992
Equity Trader for European Equities at Bank Julius Bär Zurich

1987 – 1990
Various activities at Securities Trading Department at Bank Julius Bär Zurich
Personal

Nationality
Swiss

Languages
German, English, French, Spanish

Thomas von Rohr

Thomas von Rohr

Partner

Thomas von Rohr co-manages Belvalor AG with George Schlagmüller and co-founded the firm in 2010. Thomas von Rohr is an international financial advisor with over 20 years of experience in financial markets, and his passion is asset management in that field.

Education and Qualifications

  • Certified International Wealth Manager/CIWM, 2013
  • Executive Program of the Swiss Banking School, 2005
  • Certified International Investment Analyst/CIIA, 2001
  • Economics and business administration with specialization in
  • Accounting/Controlling at University of Applied Sciences in Olten, 1999


Professional

Since 2010
Belvalor/Highmount (Suisse) AG

2005 – 2010
Asset Manager and Advisor at a renowned Swiss Private Bank

2000 – 2005
Equity Analyst and Team Head in the Research Department of Bank Julius Bär in Zurich and New York

1999 – 2000
Assistant/Project Manager of the Head of Private Banking Europe/Switzerland at Bank Julius Bär

1992 – 1996
Securities Trader at Banca Commerciale Italiana

1989 – 1992
Apprenticeship at a Swiss regional bank

Nationality
Swiss

Languages
German, English, French, Italian, Spanish

Peter Bänziger

Peter Bänziger

Partner / CIO

Peter Bänziger is a financial expert with more than 30 years of experience in managing private and institutional assets. Before joining Belvalor, he worked for more than 10 years as Chief Investment Officer and Member of the Executive Board at Swisscanto, with assets under management of CHF 53 billion in all investment categories.
Peter Bänziger will join Belvalor July 1, 2015 as Chief Investment Officer and partner.

Education and Qualifications

  • Executive MBA, International Wealth Management, Carnegie Mellon University in Pittsburgh USA, 2007
  • MBA at the University of Geneva, 2004
  • Federal/Europ. Dipl. Financial Analyst and Asset Manager (CEFA), AZEK, 1999
  • College of Higher Vocational Education Diploma in Business Administration, 1994
  • Banking Apprenticeship Diploma, 1978


Professional

Since July 1, 2015
Belvalor AG

2004 – 2015
Swisscanto Asset Management AG Zurich, Head Asset Management/CIO and Member of the Board of the Swisscanto Group. Responsible for the investment philosophy, strategic and tactical asset allocation of Swisscanto, with assets under management of approximately CHF 53 billion (money market, bonds, securities, mixed portfolios, real estate, and alternative investments). Leadership of around 80 employees.

2000 – 2004
Pension Fund of Credit Suisse (Switzerland), elected employee representative on the Foundation Board.

2003 – 2004
Bank Leu Zurich, Head Private Banking Switzerland I, responsible for a market area within Switzerland. Head of 25 staff members.

1997 – 2003
Bank Leu Zurich, Head of Institutional Asset Management on second management level of the bank, responsible for development and realization of the ‘Leu ’05’ strategy. Headed 28 employees.

1994 – 1997
Bank Leu Zurich, Head of Asset Management Institutional Clients

1985 – 1994
BV (ex. ‘Schweizerischer Bankverein’) Schaffhausen, Head Portfolio Management private clients

1981 – 1985
SBV Geneva, Forex and Precious Metals Trading, thereof 6 months in New York

1980 – 1981
SBV Luxembourg, Forex and Money Market

1978 – 1980
SBV Schaffhausen, various departments

Nationality
Swiss

Languages
German, English, French

Thomas Früh

Thomas Früh

Partner

Thomas Früh is a financial expert with more than 30 years of experience in financial advisory and wealth management. Besides leading a team, he has fostered his own challenging customer base. Thomas Früh joined Belvalor on June 1, 2015 as a partner.

Education and Qualifications

  • • UBS Business University: various professional and leadership trainings in wealth management und wealth planning, up to 2014
  • College of Higher Vocational Education Diploma in Business Administration, 1994
  • Commercial Business School, 1981


Professional

Since June 1, 2015
Belvalor AG

2010 – 2015
UBS AG Zurich, Wealth Management Germany, UHNWI Desk Head and Client Advisor

2004 – 2010
UBS AG Zurich, Wealth Management Germany, HNWI Desk Head and Client Advisor

1997 – 2003
UBS AG Schaffhausen, Head Private Banking International

1989 – 1997
UBS AG Schaffhausen, Financial Advisor and Wealth Manager for German clients

1987 – 1989
SBC London, working in Securities Administration, Private Banking and Sales Trading

1981 – 1987
SBC Schaffhausen and Lausanne, working in Securities Department, Emissions, Capital Market Investments

Nationality
Swiss

Languages
German, English, French

Kurt Kohler

Kurt Kohler

Member of the Board of Directors

Kurt Kohler is an experienced financial expert with 30 years in private banking and wealth management. He has held management positions both in Switzerland and abroad. In 2002 he assumed the responsibility as CEO and joint shareholder for an independent asset management company. Since 2014 he has been managing his own family office and providing consulting services.

Education and Qualifications

  • Columbia University Graduate School of Business, Harriman, New York Senior Executive Program
  • SKU Management Diploma
  • UBS Wolfsberg Management Seminars
  • Federal Banking Diploma
  • Banking apprenticeship Diploma


Professional

Since 2015
Belvalor AG in Zürich – Member of the Board of Directors

Since 2014
Owner of kohlersOffice ag in Zug
Family office services, advising private clients, trust and board member mandates

2002 – 2013
Asset Management Partners AG in Baar-Zug
CEO, Board Member and joint shareholder

1998 – 2002
Cantrade Privatbank AG in Zurich
Head Private Banking und deputy of the CEO

1997 – 1998
UBS AG in Zurich
Head Private Banking Region Zurich (private clients, institutional clients, portfolio management), Member of the Management Region Zurich and deputy to the Region Head

1990 – 1996
UBS AG in Zug
Head Private Banking including foreign exchange department, Member of the Management Region Zug and deputy to the Region Head

1970 – 1990
Different positions in credit and finance departments in Emmenbrücke, Zurich, Baden and USA (5 years New York and Chicago) including assignments in London, Bahrain, Abu Dhabi, Dubai, Tokyo, Hong Kong, and Singapore

Nationality
Swiss

Languages
German, English, French

Claudia Buchmann

Claudia Buchmann

Partner

Claudia Buchmann joined Belvalor AG in 2010 and has been a shareholder since 2014.

Education and Qualifications

  • Continuing education degree, Bachelor of Science in Business Administration with specialization in Banking and Finance at University of Applied Sciences in Zurich, degree 2014
  • Professional baccalaureate degree from Commercial Zurich Business School, 2007


Professional

Since 2010
Belvalor/Highmount (Suisse) AG

2007 – 2010
She came to Belvalor / Highmount from a renowned Swiss private bank, where she worked on a relationship management team. During this time she worked both in London and Zurich and perfected her English with a stay in Australia.

2004 – 2007
Apprenticeship at a renowned Swiss private bank in Zurich

Nationality
Swiss

Languages
German, English

Robert Hausammann

Robert Hausammann

Senior Client Advisor

Robert Hausammann is a financial expert with more than 40 years of experience in financial advisory and wealth management. After working as a team leader in retail banking and financial advisory, most recently he was in charge of wealth management for HNW clients. Robert Hausammann joined Belvalor on December 1, 2016.

Education and Qualifications

  • UBS Business University: various professional and leadership trainings in wealth management and wealth planning
  • College of Higher Vocational Education with Diploma in Banking , 1982
  • Commercial Business School, 1976


Professional

Since December 1, 2016
Belvalor AG in Zürich – Senior Client Advisor

1998 – 2016
UBS AG Zurich, Wealth Management, Client Advisor HNW Clients

1996 – 1998
UBS AG Zurich, Team Head and Client Advisor

1993 – 1996
UBS AG Zurich, Team Head Retail Banking

1980 – 1993
UBS AG Zurich-Oerlikon, Team Head International Securities Administration, Client Portfolio Manager

1976 – 1980
Various positions in securities administration, lombard loans and tax assessment at UBS Oerlikon and UBS Geneva

Nationality
Swiss

Languages
German, English, French

Isabelle Sovilla

Isabelle Sovilla

Communications

Isabelle Sovilla joined Belvalor AG in 2015.

Education and Qualifications

  • Management in Non-Profit Organisations, EB Zürich
  • Graduation from Commercial Business School, Lucerne


Professional

Since 2015
Belvalor AG

Since 2001
Assistant Management Supporter Public Policy and Sustainability Affairs Credit Suisse

1997 – 1999
Management Support Mid-Office Trading and Sales CSFB

1990 – 1997
Precious Metals and Coin Dealer at Credit Suisse First Boston

1984 – 1989
Assistant / Clerk in trading companies, thereof 2 years in Geneva

Nationality
Swiss

Languages
German, English, French, Italian