The Bellevue Group AG is a Swiss investment company and a wholly owned subsidiary of Bellevue Holding AG. The company has been offering investment and financial services since 1993 and specializes in the healthcare and life science, innovative technologies, and sustainability sectors.
The business model of Bellevue Group AG focuses on three main areas: Asset Management, Wealth Management, and Corporate Advisory. Each division offers a unique range of products and services to meet the specific needs and requirements of clients.
Asset Management:
As an asset manager, Bellevue Group AG offers a wide range of investment strategies focusing on specific sectors and investments. The Healthcare & Life Sciences division serves companies in biotechnology, pharmaceuticals, medical technology, and healthcare services. The product range includes equities and convertible bonds, private equity funds, and institutional special funds.
The Thematic Investments division focuses on innovative technologies and themes such as renewable energy, artificial intelligence, and environmental technology, offering funds and individual portfolios for private clients and institutional investors.
Wealth Management:
Bellevue Group specializes in wealth management for affluent private clients and families. Wealth management is operated by Bellevue Advisors AG, a Swiss-based company focusing on individual asset management. With first-class advice and strategic investment plans, clients are searching for customized, personalized solutions.
Corporate Advisory:
The third area of the business model is corporate advisory, which offers management consulting and financial consulting services to clients. The target audience for Bellevue Group AG is primarily small and medium-sized enterprises, but they also provide support for mergers & acquisitions, capital increases, and IPOs.
In addition to these main areas, Bellevue Group AG also offers specialized products and services, such as individual investment portfolios or family office services. The investment products and strategies are constantly evolving and tailored to meet the needs of clients.
Bellevue Group AG is headquartered in Zurich and has offices in Vienna and Frankfurt. The group employs around 100 people and has extensive experience and expertise in asset management, wealth management, and corporate advisory.
Bellevue Group AG caters to institutional clients, individuals, and companies seeking customized solutions to invest their capital profitably. The company is known for its long-term investment strategy aimed at achieving sustainable growth and returns for investors.
Overall, the business model of Bellevue Group AG follows an innovative, customer-oriented approach and offers a wide range of investment and financial services aimed at meeting the specific needs and requirements of clients.