Bank am Bellevue AG
Origin of Bank am Bellevue AG
Bank am Bellevue is part of the Bellevue Group. The Bellevue Group was established in 1993. The company specializes in Wealth Management and Asset Management. The share is listed on the SIX Swiss Exchange.
The organization of the Bellevue Group is as follows:
- Asset Management (Bellevue Asset Management and StarCapital)
- Investment Partners/Banking Services (Bank am Bellevue)
The shareholder structure is 31.2 % anchor shareholders, 48.8% public shareholder, 9.6% management and employees and 10.4% other core shareholders.
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Philosophy and Strategy
Bank am Bellevue modified its strategy in 2017 to even focus more on innovative and value-added products and services within the Wealth Management and Asset Management units. Investors very much appreciate this change both in and outside of Switzerland. Bank am Bellevue ceased its brokerage and corporate finance activities in 2017. Bellevue Investment Partners developed a new innovative strategy to achieve attractive returns.
The Bellevue Group’s mission is clearly to generate continuously sustainable value for their clients. The primary goal of the Bellevue Group is organic growth and improving and maintaining the high level of quality of the investment services and products.
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Services and Solutions
The Asset Management offers active equity strategies in the field of healthcare, and in other fast-growing markets and in special themes like owner-managed companies. Also, the company is also engaged in investment strategies across all traditional asset classes.
The strategies are global equity strategies, global bond strategies, multi-asset solutions, healthcare equity strategies, absolute return strategies, specialized equity strategies.
Bank am Bellevue’s clients are primarily entrepreneurial private clients. The bank offers top investment and wealth advisory services. Besides the investment-related solutions the bank also provides other services like consultation, management and establishment of Investment Offices, custody services and for affluent private clients and institutional investors some selected credit facilities.
Bellevue Asset Management focuses on attractive specialty themes, uses stock picking and has a fundamental research-driven approach.
For equity strategies in healthcare, Bellevue has the following companies: BB Biotech Ventures is for private equity, BB Adamant is the investment fund and BB Biotech and BB Healthcare Trust are the investment trusts. Bellevue also offers customized solutions for institutional mandates.
20 experts are working in Küsnacht, Zurich, New York, London and Curaçao and manage 5.4 bn CHF.
Specialized equity strategies are managed through customized solutions, frontier markets through BB African Opportunities and European equities through BB Entrepreneur Funds.
The investment team consists of 6 experts working in Küsnacht and managing 1.3 bn CHF.
StarCapital is in Oberursel near Frankfurt, Germany and has competencies in all asset classes, offers anticyclical strategies and has internal capital-marked-guided research.
Multi-asset strategies are offered through rule-based trend following models either defensive, flexible or offensive. 6 experts in Küsnacht and Oberursel mange 2.3 bn CHF.
Global equity and bond strategies, as well as factor strategies, are offered through discretionary mandates and customized solutions. Nine experts work in Oberursel and manage 1.2 bn CHF.
Bank am Bellevue’s asset management, and investment advisory services offer multi-asset class portfolios, equity portfolios, alternative investments or exclusive access to Bellevue Asset Management’s core competencies through Best of Bellevue portfolios.
The investment office services include asset structuring, consolidated reporting, expansion of competencies and infrastructure as well as project support.
The Bank Platform offers custodian services and some credit facilities through Lombard loans secured by pledged assets.
Risk Management
The Board of Directors Is evaluating the risks and is ensuring the risk policy. The risk policy is reviewed periodically. At the operating unit level and the Group level independent risk control bodies monitor the risks. The Executive Board is regularly informed about the financial positions, the liquidity, and earnings as well as the assets of the Group. Other risks include the credit risk, the market risk, the liquidity risk, the operational risk and the legal and compliance risk.
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Added-Value Services
The operating group profit doubled from 14.5 mm CHF in 2016 to 29.3 mm in 2017. The new client money inflow in 2017 was an increase of 1.3 bn CHF. The top performer in 2017 was BB Adamant Healthcare Index with an increase of 32.2%. Most of the investment products showed a double-digit gain and beat the benchmarks. The healthcare and entrepreneur strategies of BB Biotech and the equity funds of StarCapital where especially good performers. The excellent performance allowed the bank to increase the dividend by 10% in 2017.
Bellevue is one of the largest healthcare investors in the world. The Bellevue Group invested in over 80 private healthcare companies through investment vehicles since 1995. Bellevue will launch a new fund which will invest in around 20 companies with innovative drug development projects in Switzerland or abroad. Switzerland lacks institutional venture capital to help local biotech companies to finance their development.
Bank am Bellevue AG – Facts & Figures
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| Address | Seestrasse 16 8700 Küsnacht |
|---|---|
| Phone | +41 44 267 67 67 |
| Website | www.bellevue.ch |
| Year of foundation | 1993 |
| Subsidiaries | 5 |
| No. of employees | 99 |
| Rating | – |
| Chairman | Dr. Thomas von Planta |
| Shareholder’s equity | 177.199 mm CHF |
| Assets under Management | 12.045 bn CHF |
| Assets under Management / Employees | 121.667 mm CHF |
| Net profit | 21.516 mm CHF |
| Net Profit / Employees | 217’333 CHF |
| Tier 1 Ratio | 16.6 % |
| Cost / Income Cost Ratio (CIR) | 70.2 % |
| CEO | Thomas Pixner |
Source: Annual Report 2017
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