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

10

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

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

Direc­tor

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

Edu­ca­tion and Qual­i­fi­ca­tions

  • Con­tin­u­ing edu­ca­tion degree, Mas­ter in Finan­cial Con­sult­ing, degree 2019
    Cer­tifi­cate of Advanced Stud­ies in Wealth Man­age­ment, 2019
    Cer­tifi­cate of Advanced Stud­ies in Finance, 2018
    Cer­tifi­cate of Advanced Stud­ies in Swiss Legal Aspects of Finan­cial Plan­ning, 2018
    Cer­tifi­cate of Advanced Stud­ies in Swiss Social Secu­ri­ty, Insur­ance and Finan­cial Plan­ning, 2018
  • 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

Stephan Vollert

Stephan Vollert

Head of «Research & Analy­sis»

Stephan H. Vollert has been work­ing in research for 2 decades and in port­fo­lio man­age­ment for over 5 years. On the sell-side until 2014, his key focus was on Swiss medtech and Swiss & Ger­man media com­pa­nies. Since 2014, he has been enhanc­ing and expand­ing his exper­tise in equi­ties con­sid­er­ably with bonds and in port­fo­lio man­age­ment. He grad­u­at­ed at the Uni­ver­si­ty of Zurich where he obtained a Mas­ters degree in Finance (MA UZH / lic.oec.publ.).

Edu­ca­tion

  • Mas­ter of Arts in Finance of the Uni­ver­si­ty of Zurich (MA UZH / lic.oec.publ.), Zurich, 2007
  • Final The­sis: «Val­u­a­tion of Intan­gi­ble Assets – Study about the Val­u­a­tion of Soc­cer Play­ers»
  • Semes­ter The­sis: «Com­pa­ny Report on Phonak in the Style of a Sell-side Finan­cial Ana­lyst»
  • Eng­lish Lan­guage Train­ing incl. Com­put­er-based TOEFL Test, Boston/USA, 2000
  • Uni­ver­si­­ty-Entrance Diplo­ma, Type C (Math­e­mat­ics and Nat­ur­al Sci­ences), Urdorf/SUI, 2000


Pro­fes­sion­al
Since 01.08.2020
Bel­val­or AG, Zurich
Head of «Research & Analy­sis»

2014 – 2020
(Neue) Hel­vetis­che Bank AG, Zurich
Pri­vate Bank­ing / Asset & Wealth Man­age­ment / Cor­po­rate Finance
Senior Invest­ment Ana­lyst / Invest­ment Advi­sor / Port­fo­lio Man­ag­er
Deputy Head of Research / Mem­ber of the Invest­ment Com­mit­tee

2010 – 2014
NZB Neue Zürcher Bank AG / Main­First Schweiz AG, Zurich
Invest­ment Bank­ing, Senior Equi­ty Ana­lyst

2006 – 2010
Bank Sal. Oppen­heim jr. & Cie. (Switzer­land) Ltd. / Mac­quar­ie Secu­ri­ties Group, Zurich
Invest­ment Bank­ing, Equi­ty Ana­lyst

2005
Bank Sal. Oppen­heim jr. & Cie. (Switzer­land) Ltd., Zurich
Invest­ment Bank­ing, Research Assis­tant

2001 – 2005
Bank Julius Bär & Co. Ltd. / Kepler Equi­ties (for­mer­ly Julius Bär Bro­ker­age), Zurich
Invest­ment Bank­ing, Research Assis­tant

Nation­al­i­ty
Ger­man (born in Switzer­land)

Lan­guages
Ger­man and Eng­lish

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

Kevin Linder

Kevin Linder

Assis­tent

Kevin Lin­der joined Bel­val­or AG in 2020.

Edu­ca­tion and Qual­i­fi­ca­tions

  • Bach­e­lor of Arts UZH in Bank­ing and Finance (cur­rent)
  • High School with focus on eco­nom­ics and law, 2019

Pro­fes­sion­al
Since 2020
Bel­val­or AG

Nation­al­i­ty
Swiss

Lan­guages
Ger­man, Eng­lish and French

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.

Address

Bel­val­or AG
Bed­er­strasse 33
8002 Zurich
Switzer­land

Tel: +41 44 533 10 20
Fax: +41 44 533 10 27
Email: info@belvalor.ch

Adresse

Bel­val­or AG
Bed­er­strasse 33
8002 Zürich
Schweiz

Tel: +41 44 533 10 20
Fax: +41 44 533 10 27
Email: info@belvalor.ch

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