How we think.
How we think.
«Every person is unique, and so is our investment advice.»
We provide advice at the highest level: that of our clients, who think and act with an entrepreneurial spirit. Our private banking services are provided by the members of the Executive Board, who are all shareholders of the Bank. Our clients appreciate the resulting entrepreneurial decision-making authority – from one entrepreneur to another.
«We think and act like owners for a good reason: we are owners.»
As owners, we have a long-term approach, and we invest our own assets in the bank. The investment success of our clients is therefore our first and only goal. Our clients’ portfolios consist mostly of Swiss quality stocks, since our home market boasts unique investment opportunities. And because we are convinced of our investment strategy, we invest our private funds in the same way.
«Generations change, what is transmitted is individuality.»
When it comes to long-term continuity, we know and understand the challenges associated with successions. After all, we have on several occasions successfully managed a generational change with our clients. This has strengthened our libertarian mindset and our conviction that our customers’ individuality and personal freedom must also be reflected in their portfolios.
«One of the most worthwhile investments is investing in your own strengths.»
We achieve success – and we share it. Should they so wish, we offer clients the opportunity to become Bank Bellerive shareholders. This unique feature reflects our ambition to grow and prosper together. Our Bank’s shareholders can of course expect an attractive and stable dividend.
Privatbank Bellerive AG
Mittelstrasse 6
8034 Zürich
Tel. +41 44 388 64 64
Fax +41 44 388 64 00
info@bellerivebanking.ch
© 2024. Privatbank Bellerive AG