Belvalor AG

Company

Belvalor was founded in 2010. Our team is distinguished by its many years of banking and wealth management experience. We are active exclusively in the independent wealth management sector.

We are one of the leading independent asset managers in Switzerland, thanks to the trust our private clients have placed in us and the success of our wealth management services.

In our role as wealth managers, we safeguard your assets, provide guidance in all financial issues, and take on the financial auditing for you.

Our Values

Trust

We acknowledge the trust placed in us by resolutely acting in the interests of our clients.

Responsibility

The cumulative knowledge and decades of experience that the Belvalor partners can draw upon enable us to take on responsibility for looking after your wealth.

Investment concept

With our independent investment concept, we generate above-average returns in the long term.

Team

Our team consists of ten employees from different specialist fields.

Team

Board of Directors

George Schlagmüller

Thomas von Rohr

Kurt Kohler

Clients

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

Custodian Banks

Framework agreements with various custodian banks

Regulator

Currently, Belvalor AG is supervised by the supervisory organisation AOOS – Schweizerische Aktiengesellschaft für Aufsicht.

In process: authorised as asset manager by the Swiss Financial Market Supervisory Authority (FINMA) and supervised by AOOS