Bellecapital International Ag
- Regulatory AUM
- $2.0B
- Discretionary
- $1.8B
- Clients
- 291
- Avg AUM / client
- $6.7M
- Accounts
- 359
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $20.2M | 1.03% |
| High net worth individuals | 112 | $584M | 29.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $68.0M | 3.47% |
| Pension and profit sharing plans | 1 | $5.7M | 0.29% |
| Insurance companies | 1 | $16.2M | 0.82% |
| Corporations and other businesses | 48 | $611M | 31.2% |
| Other | 83 | $656M | 33.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $90.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Belle Core Europe Eiger Master Fund Ltd. master | Hedge Fund | Cayman Islands | $90.0M | 1 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Markus Nmn Eberle | Chairman Of The Board | Jun 2011 (15y) | Less than 5% | |
| Bass, Beat, Nmn | Director | Oct 2011 (15y) | ≈ 18.75% – 50% via Bellecapital Holding Ag | |
| Jochen Rene Vogler | Executive Director | CFP | May 2012 (14y) | Less than 5% |
| Curtis Malcolm Childs | Partner | CFA | Mar 2013 (13y) | Less than 5% |
| Sullivan, Jeffrey, Warren | Relationship Manager | Jun 2017 (9y) | Less than 5% | |
| Eichenberger, Benedikt | Portfolio Manager | May 2018 (8y) | Less than 5% | |
| Kueenzi, Pascal | Executive Director | May 2018 (8y) | Less than 5% | |
| Faes, Tobias, Arthur | Chief Executive Officer | Jul 2024 (2y) | Less than 5% | |
| Fonseca Elizardo Brito, Raquel | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Ivan Souvorov | Registered representative | CFP | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bellecapital Holding Ag | Owner | Oct 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bass, Beat, Nmn: 25% – 50% of Bellecapital Holding Ag × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $90.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Belle Core Europe Eiger Master Fund Ltd. | Hedge Fund | $90.0M | $500K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Rahn+Bodmer Co. $500M (26% of AUM) Mar 2026
- Banque Pictet & Cie Sa $343M (18% of AUM) Mar 2026
- Bank Julius Baer & Co. Ltd. $335M (17% of AUM) Mar 2026
- Northern Trust $200M (10% of AUM) Mar 2026
- Bank Vontobel Ag $103M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗