Belvédère Asset Management AG

Overview

Belvédère Asset Management AG is an Aktiengesellschaft with its legal seat in Glarus, Switzerland.¹²³ FINMA identifies the company as a manager of collective assets.¹ Swiss registry records list an active Zürich branch, while branches in Pfäffikon SZ and Zug are inactive.²

The firm’s registered business purpose covers individual and collective asset management, investment advice, financial planning, pension planning and estate planning.³ It also covers the promotion, placement and distribution of Swiss and foreign collective investments and similar special assets.³ The registered purpose includes services involving third party artworks, exhibitions, loans, books, catalogues and other art activities.³

History

Commercial register data records the company’s entry on 29 June 2001.⁴ The company is registered as an Aktiengesellschaft with CHF 500,000 in share capital.⁴

On 29 November 2022, Fundamenta Group Holding AG announced the acquisition of 100 percent of Belvédère’s shares, subject to FINMA approval.⁷ The acquisition announcement stated that Belvédère would keep its name and existing organisation as an independent subsidiary.⁷ A February 2023 company release described Belvédère as a subsidiary within Fundamenta Group Holding AG.⁶ That release stated that the firm retained its focus on wealth management across all asset classes, including art.⁶

Timeline

1. 2001Commercial register data records the company’s entry on 29 June 2001.
2. 2022On 29 November 2022, Fundamenta Group Holding AG announced the acquisition of 100 percent of Belvédère’s shares, subject to FINMA approval.
3. 2023A February 2023 company release described Belvédère as a subsidiary within Fundamenta Group Holding AG.

Leadership

Florian Marxer is chairman of Belvédère’s board.⁶

Services

Belvédère describes its services as asset management, family office support and art collection management.⁵ Its registered activities include investment advice for private, professional and institutional clients.³ The registered purpose also includes financial, pension and estate planning for Swiss and foreign private and professional clients.³

A company directory lists Belvédère 360°, wealth management, family office services, art advisory, family charter work, and wealth and retirement planning.⁸ The same directory describes portfolio consolidation across custodian banks, direct investments, selected fund managers, diversified portfolios, and in house equity and bond funds.⁸ Its art advisory description covers collection management, collection establishment, collection development and estate settlement.⁸

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Private and alternative investments
• Retirement planning

Client focus

The firm states that it serves private and institutional clients, with most clients domiciled in Switzerland and German speaking countries.⁵ Its registered purpose names private, professional and institutional clients for asset management and investment advice.³ The firm also reports experience working with foundations, trusts and companies.⁵ Fundamenta Group’s acquisition release stated that most of Belvédère’s 500 clients were domiciled in Switzerland and other German speaking regions.⁷

Investment philosophy and approach

The firm describes its focus as wealth management across all asset classes, including art.⁶ A company directory describes diversified portfolios, direct investments, selected fund managers, portfolio consolidation across custodian banks, and in house equity and bond funds.⁸

Assets and minimums

A November 2022 company release reported approximately CHF 3 billion in client assets under management as of 29 November 2022.⁵ The same release reported approximately 35 specialists.⁵

FAQs

Related resources

• LocationMultifamily offices in Zurich

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  CorporateVentureCapital.com can broaden research into private and alternative investments by showing how companies allocate capital to emerging businesses. A business owner considering wealth management may use the directory to understand corporate investment activity, identify relevant sectors, and frame discussions about private opportunities alongside family wealth planning.

• Network siteFamilyOffices.com

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• GuideHow multifamily offices invest

  This MultifamilyOffices.com page explains common ways multifamily offices allocate assets across public markets, private investments, real estate, and other strategies. It helps a prospective client assess how investment management might connect with financial planning, estate planning, and retirement needs before speaking with a firm in Switzerland.

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  Profiles of HELMS Family Office SA, Terreus Capital AG, and Amicum Capital AG give readers additional Swiss firms to review. Comparing their stated services, client focus, and locations with Belvédère Asset Management AG can help a family or business owner prepare focused questions about investments, planning, and family office support.

Sources

1. FINMA authorised institutions list , accessed 2026-10-23.
2. Swiss UID register , accessed 2026-10-23.
3. Moneyhouse company record , accessed 2026-10-23.
4. Moneyhouse company record , accessed 2026-10-23.
5. Belvédère press release, 29 November 2022 , accessed 2026-10-23.
6. Belvédère press release, 6 February 2023 , accessed 2026-10-23.
7. Fundamenta Group acquisition release , accessed 2026-10-23.
8. ranQ company profile , accessed 2026-10-23.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.