Bellecapital International Ag (Zurich)

Name: Bellecapital International Ag
Address: Limmatquai 1, Zurich, 8001
Telephone: 41 44 268 1170

Bellecapital International Ag is a large advisory firm based in Zurich. It manages $668.33 million of regulatory assets for 186 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

Bellecapital International Ag provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bellecapital International Ag: assets under management

The assets under management (AUM) of Bellecapital International Ag is $668.33 million. The firm's AUM has grown by 20785% since the beginning of its operation, and $208.02 million of the total AUM is attributable to clients outside of the United States.

The firm manages $587.28 million in discretionary accounts and $81.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.8 million.

Investments

The firm invests in exchange traded securities the most. They account for 58% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 27% of the firm’s portfolio. Investments in investment grade corporate bonds form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bellecapital International Ag for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Werner Walter Diehl serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Werner Walter Diehl is high net worth individuals with 43 clients and $213.74 million of assets under management. Among the 7 most similar advisory firms, Bellecapital International Ag has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $393.51 million for 93 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 13% of the firm’s clients are foreign persons or businesses.

Bellecapital International Ag doesn't advise any private funds.

Careers at Bellecapital International Ag

The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Werner Walter Diehl has been acting as President since 1 Jun 2011. Michael Wuethrich joined the executive team most recently as the Executive Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Markus Nmn Eberle	Chairman of the board	1 Jun 2011	25% - 50%	2290076
Michael Walter Rosendahl	Chief compliance officer	1 Jun 2011	Other	5949798
Werner Walter Diehl	Director	1 Jun 2011	25% - 50%	5949799
Beat Nmn Bass	Director	1 Jun 2011	25% - 50%	5949797
Michael Nmn Rosendahl	Chief compliance officer	1 Jun 2011	Other	5949798
Bellecapital Holding Ag	Owner	1 Oct 2011	75% - 100%	na
Curtis Malcolm Childs	Director and managing partner	1 Mar 2012	Other	1727816
Michel Philippe Guignard	Director and managing partner	1 Mar 2012	Other	4755637
Jochen R Vogler	Executive director	1 May 2012	Other	4906305
Curtis Malcolm Childs	Ceo and managing partner	1 Jan 2014	Other	1727816
Christian Kuersteiner	Portfolio manager	1 Jan 2014	Other	6300490
Christian Kuersteiner	Portfoliomanager / client advisor	1 Nov 2015	Other	6300490
Jared Metzger	Portfolio manager	1 Mar 2017	Other	6827961
Jeffrey Warren Sullivan	Relationship manager	1 Jun 2017	Other	5481479
Michael Wuethrich	Executive director	1 May 2018	Other	6735616
Benedikt Eichenberger	Portfolio manager	1 May 2018	Other	6980957
Thomas Michael Fritz	Executive director	1 May 2018	Other	5628087
Pascal Kueenzi	Executive director	1 May 2018	Other	5460213

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Werner Walter Diehl	Director	1 Oct 2011	25% - 50%	5949799
Beat Nmn Bass	Director	1 Oct 2011	25% - 50%	5949797

Based in Zurich

The principal office where Bellecapital International Ag performs its advisory services is located at Limmatquai 1, Zurich, 8001, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41 44 268 1170 or by fax 41 44 268 11 71. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at bellecapital.com.