Belvoir Capital

Belvoir Capital

Belvoir Capital traces its roots to 1996 and took its present form in 2014 when BSZ AG Vermögensverwaltung acquired and merged with IFP Independent Financial Partners AG. Steffen Bauke, Alexandre Weintraub, and René Stoll established the predecessor entities after senior roles at UBS. The firm is backed by the Trabaldo Togna family through their ownership of PKB Private Bank. The firm allocates across private equity, hedge funds, real estate, secondaries, and digital assets. It executes direct co-investments and SPVs alongside fund-of-funds commitments. Confirmed positions include exposure to early-stage and growth companies in AI/ML and Web3. Geographic reach covers Europe, North America, and South America. Belvoir also maintains a real estate club focused on mixed-use assets in Switzerland and runs a crypto alpha strategy ETI. The firm employs portfolio managers, client advisors, and operations staff across its three Swiss offices. It oversees adjacent vehicles that include the Fondation Rifké and wine production assets. In 2015 the firm completed a succession transaction that more than doubled assets under management to approximately CHF 600 million. It holds FINMA authorization as a manager of collective investment schemes. Belvoir’s structure combines a family-owned banking parent with an independent asset-management license. This hybrid allows it to offer both discretionary mandates and its own investment funds while maintaining regulatory oversight that pure boutiques lack.