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Belvoir Wealth Management

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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 a

Headquarters:
Zurich, Zurich, Switzerland
Industry:
Investment Management
Founded:
2004
Employees:
3
Annual Revenue:
-
Type: Private
Ticker: -
Switzerland 3
Swiss Wealth Management for Us ClientsAsset ManagementSec-RegisteredInvestment ManagementAmerican Clients in the UsWealth ManagementAmerican Clients Abroad

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Where is Belvoir Wealth Management located?

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Belvoir Wealth Management's headquarters is located at Zurich, Zurich, Switzerland

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Belvoir Wealth Management's official website is belvoirwealth.com

How many employees does Belvoir Wealth Management have?

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Belvoir Wealth Management has 3 employees

What industry does Belvoir Wealth Management belong to?

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Belvoir Wealth Management is in the industry of: Investment Management

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Belvoir Wealth Management Linkedin page

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Distrobird — Free Sales Engagement Platform

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