Blätter

THE  HUMAN SIDE OF
WEALTH MANAGEMENT

ABOUT US

Since 1976 Belesta renders independent, traditional wealth management to its demanding clients. The financial goals and individual needs of our clients are our daily concern. Partners and employees of Belesta enjoy many years of experience in the domain of Private Banking and Asset Management. Outstanding solutions based upon in‐depth knowhow are offered to our clients for over 40 years.

 

Safeguarding our client’s wealth is of paramount importance to us. Sound analysis of the client’s particular circumstances creates the basis for adequate individual solutions. We identify ourselves with our clients because we care. We make it our daily business to continuously provide excellence and quality in our services and we attach great importance to foster lasting relationship with our clients.

YOUR ADVANTAGES AT A GLANCE

REGULATED

Belesta is a member of the Swiss Association of Asset Managers (SAAM) and underlies strict rules in order to meet high professional standards. By being a member of SAAM we actively contribute to the excellence of investors protection in the well-established Swiss Banking financial center.

EXPERIENCED

Our management and employees are looking back on a long track of experience, we foster intensively our contact to economists, research organizations and banks in order to exchange information. We involve specialists to ensure a reliable basis of information in our world which is facing economical turbulences and geopolitical turmoil.

TRANSPARENT

The structure of commissions and charges are clear at all times.

INDEPENDENT

We closely collaborate with banks of the client’s choice. This clearly contributes to the protection of our client’s interests. We solely work with reputable banks, which on the basis of careful assessment and experience have been selected by Belesta.

DISCRETE

We attach great importance to protect the private sphere of our clients.

 

WEALTH MANAGEMENT

We stress to address the complex needs of our clients with appropriate and customized wealth management solutions. We are committed to provide integral asset management, based on personal characteristics and requirements, with a long term view encompassing a forward‐looking estate planning. We are committed to providing asset management solutions based on personal features and needs, which includes long term succession planning. 

We focus on investment opportunities coupled with an attractive Return on Risk. Our successfully implemented Asset Allocation is customized to our individual client’s requirements. In doing so, we utilize a dynamic and future oriented Asset Management concept.

A major element of our portfolio consists of well researched core investments, with a long‐term time horizon. In addition, we put great emphasize to allocate funds to attractive investment opportunities as they occur.

We analyse fundamental data and technical charts as well as the market sentiment. Our in‐house specialists communicate regularly with investment managers around the world, traders and analysts in the forefront, in order to evaluate the latest and most important international market trends. Our investment committee meets frequently, forming an accurate and clear investment view.