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DirectoryFinance & InsuranceExternal Asset ManagementZurichMargna Peak Advisors AG
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Margna Peak Advisors AG

Summary

About the company

The core activity of Belvoir Wealth Management AG is the provision of wealth management services, in particular the development and management of individual investment strategies for private clients and institutional investors. This includes discretionary investment solutions, where portfolio managers make investment decisions, as well as advisory investment solutions, where clients are actively involved in the investment decision-making process. The company also offers specialized investment strategies, such as Swiss- and Euro-centric portfolios, as well as global multi-asset class investment strategies.

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Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

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Location

Tödistrasse 16
8002 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-110.517.268
Founded
2004 · 22 years
Last commercial register change
May 5, 2026
Employees
11 to 20

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