Bellevue – Excellence in Specialty Investments
Bellevue Asset Management AG
Bellevue is a specialized asset manager listed on the SIX Swiss Exchange with core competencies covering healthcare strategies, entrepreneur investments and selected niches strategies. Established in 1993, Bellevue, a House of Investment Ideas staffed by 100 professionals, generates attractive investment returns and creates value added for clients and shareholders alike. Bellevue managed assets of CHF 14.4 bn as at June 30, 2021.
Independent – entrepreneurial – committed.
One of Bellevue’s core areas of expertise dating back more than 25 years is the global healthcare sector. Besides the investment company BB Biotech AG Bellevue offers a diversified range of investment funds covering medical technology, digital health, biotechnology and Emerging markets healthcare themes. Bellevue ranks as one of Europe's largest investors in the healthcare sector.
Owner-managed companies create verifiable added value thanks to sustainable and long-term optics. With the Bellevue Entrepreneur family, investors also benefit from the outstanding strength of such companies.
Other areas include investment funds with a focus on selected structural growth trends. Bellevue focuses on high active share strategies that are benchmark independent and cover various asset classes such as equities, bonds and multi-assets.
The following product categories are offered
- Emerging Markets
- Equity Countries
- Equity Regions
- Equity Sectors
- Global Macro
- Liquid Alternatives
- Multi Asset
- Private Equity
- Total Return / Absolute Return
Eine Sternstunde in der Geschichte der Medizin
Eigentümergeführte Unternehmen zeigen Stärke in der Corona-Krise
Moderna mit ihrem COVID-19-Impfstoff steht stellvertretend für die Innovationskraft der gesamten Biotechindustrie
Digital Health: Geburt eines digitalen Healthcare-Giganten
Europäische Small und Mid Caps – Resilienz in der Krise!
Das beste Krisenmittel: Solide Bilanzen und tiefe Verschuldung
Wo sich defensive Werte in turbulenten Zeiten finden
Bellevue: M&A, China und neue Therapien als Treiber für Healthcare 2020
Biotech-Investments: Milliardenmarkt Immuntherapien
Stoffwechselkrankheiten: Biotechnologie im Kampf gegen den Zucker
Bellevue Group steigert Kundenvermögen auf CHF 11.8 Mrd. und verdreifacht Konzerngewinn
Assets under management
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QUALIFIED INVESTOR ACCORDING TO ART. 10 PARA. 3,
3BIS AND 3TER
- regulated financial intermediaries such as banks, securities traders,
fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be
deemed qualified investors;
- Investors who have concluded a written discretionary management
agreement as defined in Article 3 Paragraph 2b and c unless they
have declared in writing that they do not wish to be deemed as such.
INDEPENDENT ASSET MANAGERS ACCORDING
TO ART. 3 PARA. 2 LIT C TO THE EXTENT THAT:
(i) The asset manager as a financial intermediary is according
to Article 2 Paragraph 3 littera e subject to the Money
Laundering Act of 10 October 1997;
(ii) The asset manager is subject to a professional code of
conduct which is recognized as a minimum standard by the
supervisory authority, and
(iii) The asset management contract contains the recognized
guidelines of a professional organization which are recognized
as a minimum standard by the supervisory authority.
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Swiss Fund Platform website is intended exclusively for qualified investors according to Art. 10 Para. 3, 3bis and 3ter of the Swiss Federal Collective Investment Schemes Act (CISA) and independent asset managers as per Art. 3 Para. 2 lit c CISA with country of residence in Switzerland and Liechtenstein. Considered as qualified investors according to Art. 10 Para. 3, 3bis and 3ter CISA are:
- regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective
investment schemes, as well as central banks;
- regulated insurance institutions;
- public entities and retirement benefits institutions with professional treasury operations;
- companies with professional treasury operations;
- High-net-worth individuals may declare in writing that they wish to be deemed qualified investors;
- Investors who have concluded a written discretionary management agreement as defined in Article 3 Paragraph 2b and c are deemed
qualified investors unless they have declared in writing that they do not wish to be deemed as such.
Considered as independent asset managers according to Art. 3 Para. 2 lit c CISA are:
Independent asset managers to the extent that:
(i) The asset manager as a financial intermediary is according to Article 2 Paragraph 3 littera e subject to the Money Laundering Act of 10
(ii) The asset manager is subject to a professional code of conduct which is recognized as a minimum standard by the supervisory authority,
(iii) The asset management contract contains the recognized guidelines of a professional organization which are recognized as a minimum
standard by the supervisory authority.
When accessing the Swiss Fund Platform website for the first time, users are asked to specify their country of residence and their personal investor category. Swiss Fund Platform website is intended exclusively for qualified investors and independent asset managers with country of residence in Switzerland and Liechtenstein. All other persons are not authorized to access this website.
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Local Legal Restrictions
The Swiss Fund Platform website contains information and documents regarding numerous investment funds and is intended for qualified investors in Switzerland and Liechtenstein only. The Swiss Fund Platform website is not directed to any person in any jurisdiction where (by reason of that person's nationality, tax residence or otherwise) the publication or availability of the Swiss Fund Platform website is prohibited. Persons in respect of whom such prohibitions apply must not access the Swiss Fund Platform website.Fund information and documents are provided either by Swiss Fund Platform or by the fund providers themselves. If the information and documents are published on the Swiss Fund Platform website by the companies, then they will rely on the information provided by the fund providers regarding distribution licences for the investment instruments. Swiss Fund Platform does not guarantee the accuracy of information on distribution authorisation and can therefore not be made liable for incorrect data/information. If the in-formation and documents are uploaded to the Swiss Fund Platform website directly by the fund providers, the fund providers shall be responsible for obtaining the necessary distribution licences.
Limitation Of Liability
Fund information and documents are published on the Swiss Fund Platform website either by Swiss Fund Platform or by the various fund providers directly. Under no circumstances shall Swiss Fund Platform be held liable for any direct, indirect or consequential damages whatsoever resulting from use of the fund information or documents, from access to the Swiss Fund Platform website or from links to third-party websites. Furthermore, the company disclaim all liability for any tampering with the Internet user's computer system by unauthorized parties.
Zurich, 3rd February 2014