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DirectoryFinance & InsuranceExternal Asset ManagementZurichBelfort Capital Group AG
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Belfort Capital Group AG

Summary

About the company

Belfort Capital Group AG is an independent, owner‑operated asset manager and multi‑family office offering asset management and family office services. It acts as an independent relationship manager, selects custodian banks under an open‑architecture approach and provides consolidated reporting, investment administration and cash management.

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Products & services

Industry:External Asset Management
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Wealth management
Wealth management with bank selection, individual risk analysis, strategic asset allocation, core-satellite approach, diversification, ongoing monitoring and consolidated reporting.
Family Office Services
Wealth planning, trust services, legal and tax services, project management, client office and administration services, family management as well as concierge services.

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Location

Claridenstrasse 40
8002 Zurich

At a glance

Legal form
Corporation
UID
CHE-298.500.184
Founded
2012 · 14 years
Last commercial register change
June 5, 2023
Employees
1 to 10

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