Bellecapital AG

Overview

Bellecapital AG is a privately held asset management company providing global investment management services to wealthy individuals, families, endowments, and institutional clients. The firm manages more than USD 5.5 billion in assets under management with 60 employees across Zurich, London, Lausanne, and the Cayman Islands. Bellecapital specializes in discretionary management of private and family wealth, focusing on long-only investments based on a combination of top-down and bottom-up approaches. The firm emphasizes direct investments in equities and bonds, avoiding investment funds and structured products. The investment process is led by Chief Investment Officer Mathias Heim, with Martin Jetzer serving as Chief Economist. In June 2015, Bellecapital expanded its international presence by opening a subsidiary, Bellecapital UK Ltd., in London. In January 2016, the firm acquired the Williams-de-Broe Private Investment Management unit from Investec, further strengthening its international footprint. In June 2016, Bellecapital acquired GL Funds, an investment boutique specializing in alternative investments with extensive expertise in Asia. Bellecapital International AG, a sister company registered with the U.S. Securities and Exchange Commission (SEC) in 2011, addresses the regulatory requirements for serving U.S. clients. The firm's investment philosophy emphasizes a structured, cost-effective approach, ensuring efficient allocation across various asset classes. Bellecapital's portfolio includes investments in Asia, Vietnam, and genome editing, reflecting its high-conviction investment areas. The firm is committed to professionalism and continuity in client relationships, fostering a strong team dynamic and creating a collaborative environment for its employees. Bellecapital is employee-owned, implying a potential for profit sharing and equity stake. The company promotes a culture of professionalism and continuity built on strong personal relationships with clients, with offices in Zurich and London, serving clients in Switzerland, Europe, the U.S., and the U.K. Bellecapital also emphasizes diversity, equity, and inclusion by actively seeking out and welcoming individuals from various backgrounds and experiences, fostering a culture of collaboration and innovation.

Investment Focus

• Focus on growth, late-stage, and buyout opportunities
• Preference for direct investments in equities and bonds
• Avoidance of investment funds and structured products
• Emphasis on sectors such as technology, healthcare, consumer goods, energy, real estate, infrastructure, telecommunications, media, transportation, utilities, materials, consumer services, financial technology, and biotechnology
• Geographical focus on Switzerland, United Kingdom, United States, Cayman Islands, Vietnam, and Asia
• Commitment to long-term investment strategies based on empirical evidence
• Structured and cost-effective approach to asset allocation across various classes
• Employee-owned structure offering potential for profit sharing and equity stake
• Culture promoting professionalism, continuity, and strong personal relationships with clients
• Active emphasis on diversity, equity, and inclusion within the organization

Portfolio Companies